Our Services
Part-Time CFO Services
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Monthly meetings with me to know exactly what to focus on every month to have a more profitable (and higher cash flowing) business.
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You’ll finally understand the financial health of the business, and what to do about it, using our dashboard system.
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And, you’ll no longer have to be in this by yourself. You will have a go-to financial guide
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This service includes a detailed in-depth monthly report, analyzing performance, which is yours to keep
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You must have your books on QuickBooks Online for this service
One-Time Financial Analysis
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Spend half a day on your financials where we’ll analyze your revenue, profit, profit margin, operating cash flows and 5 key ratios
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We analyze what these numbers mean, where the problems are, and where things can be improved
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We identify the exact places to dig in to optimize financial results
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You take our findings and make decisions to increase cash flow and profitability
Single Strategy Session
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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
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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