Are you, the owner, part of the problem? Now that your business has reached a certain level, is it time to revisit your approach to leadership? We will work alongside you to identify your strengths and weaknesses, areas where you need to focus your efforts or to let go, and ensure that you are not just financially successful, but also personally happy. Otherwise, why do this?

As Clint Eastwood said, “A man’s got to know his limitations.” That’s why we have developed a network of professionals in areas such as taxation, marketing and branding, human resources, sales training, and more. We can provide insight from experience, but you need specialists. We will always strive to connect you to qualified professionals in areas outside the scope of our expertise.

A good CFO is a “What-If?” type of person. He/she is a creative force for your organization, always able to advise you on big-picture goals and ideas, and then equally as able to implement those ideas by clarifying specific actions that need to occur, and by whom, and showing you what the result will be.

Do you have forecasts, projections, and budgets? How reliable are they? How often do you refer back to them? Most business owners don’t have great answers to those questions, but know that they should. We always ensure that our clients have multi-year forecasts based on real data that we extract from your CRM system and/or POS system. Revenues and costs don’t just “happen.” They are the result of specific behaviors and plan execution. A great forecast takes the mystery out of your business success.

Do you have a knowledgeable partner in your business who knows how to define and manage your profitability, strengthen your balance sheet, and tie both of those into a clear and direct cash flow plan? That’s where we come in. We stand alongside you as a member of your C-level team, at any frequency ranging from a single meeting per month to 50 or more hours per month.

We also understand how the world of banking and capital financing really works, and we have relationships to connect you with those resources.

Defining the goal starts from the bottom up. We align the behaviors, process and procedures, and resources of your business to the stated goal and guide you along the way.