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Business Financial and Strategy Consulting

Are you feeling reactive with your finances and want to become strategic with the decision making? Time and competing goals make it hard to stay on top of your business finances. An outsourced CFO will help you with business planning and develop your company’s custom financial dashboard creating powerful performance insight.

Not Quite Sure Where To Start?

We know your time is valuable and will take you through our proven process. It all starts with a complimentary discovery call to ensure we are a great fit. Schedule your call below!

What You'll Gain

  • Clarity around your business goals and priorities
  • Customized financial dashboard
  • A partnership for accountability and collaboration
  • Financial analysis and monitoring
  • Strategic decision making framework
  • Financial scenario modeling, including “what if” answers
  • Confidence on the path to your business transition

What We'll Cover

  • What is my business worth?
  • Can I take a larger salary?
  • How can we improve profitability?
  • Can we afford to expand?
  • What can we be doing to reduce our taxes?
  • How should we prioritize cash flow amongst competing priorities?
  • Which products or services should we focus on, which are most profitable?
  • Is my vision for the business on track?
  • How can I be more strategic in my business planning when I’m still involved in the day to day?
  • Are these expenses appropriate for my business and industry?
  • How do I prepare to exit?
  • What is the best retirement plan for my business?
  • Will my business and family be ok if anything happens to me?

What's Included

  • Three in-person or virtual meetings for custom business dashboard creation
  • Actionable next steps and implementation support
  • Quarterly in person or virtual meetings for on-going collaboration
  • Advisor email and phone access for any questions between meetings
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