“A goal without a plan is just a wish.”
– Saint-Exupery
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
Half!
They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on…).
However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.
If they did, these businesses would not have failed. Period.
It’s not enough to be an expert at your business. It’s not enough to have an accountant. It’s not enough to get a ‘business coach’.
What you need is someone that can do three things for you every single month.
- Someone to track profit and cash flow.
- Someone to analyze the strengths and weaknesses.
- Someone to propose corrective actions
This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.
That’s why we exist.
We created a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year.
You’ll meet with your CFO each month.
The result: You’ll know exactly what to do to have a growing, more profitable, and successful business.
How do we form a better plan for your business? By starting at the source. Ideally, we implement your strategies from the ground up. We look at your company structure, your current accounting system, your HR implementation, etc. That’s where we can work together to build lasting changes that allow for forward progress and arriving at your desired goal.
In helping you with business planning our outsourced CFO services support you on multiple levels! Imagine having an experienced financial advisor on your team for monthly meetings. Someone who understands you and your business who can double check your numbers and prevent unwanted surprises. An accountant who’s more concerned about helping your company grow than billable hours.

Have a plan
You (and the key members of your team) will know exactly what to do focus on each month to have a more profitable business.
Finally understand your business
You’ll finally understand the financial health of your business every single month…and know what to do about it.
Get a financial guide
You no longer have to be in this by yourself. Your CFO will be your ‘go-to’ financial guide.
You’ll meet with your CFO monthly, however, you’ll have a unlimited access to your CFO each month.


