Our Services

Part-Time CFO Services

  • Monthly meetings with me to know exactly what to focus on every month to have a more profitable (and higher cash flowing) business.

  • You’ll finally understand the financial health of the business, and what to do about it, using our dashboard system.

  • And, you’ll no longer have to be in this by yourself. You will have a go-to financial guide

  • This service includes a detailed in-depth monthly report, analyzing performance, which is yours to keep

  • You must have your books on QuickBooks Online for this service

One-Time Financial Analysis

  • Spend half a day on your financials where we’ll analyze your revenue, profit, profit margin, operating cash flows and 5 key ratios

  • We analyze what these numbers mean, where the problems are, and where things can be improved

  • We identify the exact places to dig in to optimize financial results

  • You take our findings and make decisions to increase cash flow and profitability

    Single Strategy Session

    • Perhaps you just want to talk to a professional: to ask questions, probe the numbers, ask for advice and go away to think about it – We get it

    • If you decide that the information we discussed was valuable and you want to proceed with any other Service, we’ll apply the $250 Strategy Session credit towards the first month