A ‘Go-To’ Financial Partner
Charting Your Business Success.
We provide the “north star” for businesses in the trades and professional services. With over 25 years of expertise, we’re your outsourced CFO financial co-pilot, steering you towards higher profits and scalable growth. Working together to make your business thrive!
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443-280-0890
- Does your business rely on YOU or it doesn’t work?
- Are you STUCK, where you need cash to grow your business, but need to grow your business to get more cash?
- Is it confusing or challenging to know what works and what doesn’t work in your business?
- Are you LOST about what to do to grow your business and profitability?
As a seasoned business owner and accountant, we understand the unique challenges faced by small to medium-sized businesses. We guide businesses towards growth, profitability, and success.
Our outsourced CFO services grow your business by developing and executing comprehensive growth strategies, bearing responsibility, sitting alongside the CEO, and driving the business forward.
- We improve your profitability by identifying and implementing cost-saving measures and revenue-generating opportunities.
- We optimize your cash flow by ensuring a steady flow of cash to fund operations and growth initiatives.
- We make informed decisions by leveraging data-driven insights that guide business decisions.
By partnering with us, you gain access to expert financial guidance without the high cost of a full-time CFO.
What a strategic CFO can do for you.
You need change; not just for growth but for viability. Your business will not evolve without regular structural changes to your processes and operations. At Lodestar Advisors we are there for you to define and refine your strategic business plan. Some of the ways we do that every month are:
- Track your profitability and cash flow,
- Assess what works and what does not,
- Meet to review for about an hour,
And from all of this, you get two great things:
- A Scoreboard – tracking a clear understanding of the performance of your entire business
- A Plan of Action – that short list of the best and most important steps you need to take each month
It is all about being proactive about running your business. Stay on track to have a growing, more profitable, and successful business.
With that in mind, here are a few of the areas we target:
- Selecting the right structure/entity for your business
- Creating a business plan and budget projections
- Forecasting future cash flow
- Analyzing your overall profitability
- Reviewing your accounting operations
- Assisting with financing options
- Buying or selling a business