Unlock the Power of CFO Expertise. On-Demand. Affordable.

High-impact CFO subscriptions designed to help scale your business the right way

Get to where you’re going, but don’t go it alone.

We’re changing the way CFO services are offered

Tried and true methods that work, delivered just the way you want them. No frills, just results.

Select a plan that best meets your needs.

Have your kickoff meeting with us to set targets and goals.

Receive monthly scoreboards, updated forecasts, customized action plans, and ongoing guidance to keep you on track to hit your goals.

 

All the key benefits of an in-house CFO without the headache

Get the guidance you need to continue growing your business the right way for a flat, predictable monthly fee

Fat salary? Ownership stake? Company car? Fringe Benefits? Bonuses?No Thanks! Our subscription service is a small fraction of what it would cost you to bring in a qualified in-house CFO.

Forget the executive package

Don’t trouble yourself with headhunters, LinkedIn searches, and countless interviews with people who “might” be a right fit. You know what it costs to bring on a position at this level, and it’s way more than what you’ll pay for any one of our membership levels. Just a few clicks and a kickoff call, and we’re on our way!

Easy to start

Swipe left if you don’t like

Not digging it? We don’t require three months’ or more severance and an awkward conversation. Our offerings give you the flexibility to cancel anytime.

Membership benefits

Trusted advisor

Target setting

Fixed monthly fee

Ongoing analysis

Flexible plan options

Tailor-fit action plans

Are you a good fit?

  • In business for AT LEAST 3 years

  • Grossing between $500,000 and $5,000,000 a year in revenue

  • Ambitious and eager to continue growing

  • Has a reliable bookkeeper or accountant who can close books by the 10th each month

  • Willing to admit you need someone in your corner who understands what drives real profit and cash flow change in your business

  • In business for LESS than 3 years

  • Grossing under $500,000 a year in revenue

  • Unsure about whether you want to continue growing

  • Unreliable and inconsistent financial records

  • Unwilling to accept help and guidance from a professional who understands what drives the growth of your business

How it works

1 - Assessment

Once you select a plan, we will reach out to schedule our kickoff meeting and collect a few key financial reports from your last two years of operations. With this information, we will conduct an initial assessment of your business performance and share our feedback prior to our kickoff call.

2 - Kickoff Call

With the business assessment as a good jumping-off point, our kickoff call will involve us getting to know you better, understanding and documenting your short and long-term personal and business goals, and ultimately setting targets for the remainder of the year, forecasting how things might unfold month-by-month. This could take a few sessions which is fine, we don’t like to rush things like this.

3 - Monthly Analysis and Call

Each month after your books are closed, we will analyze your business’ performance compared to the targets set, update your forecast, put together a scorecard giving you a high-level view of how your business is doing, and come up with a 30-day action plan for you to course correct and stay on track to meet your goals. We’ll hop on a call to go through all of this together!

4 - Annual Goal Setting

Remember how we set all those targets and goals at the beginning? Before each year ends (usually in November or December), we’ll go through that same exercise for the upcoming year! The great thing here is you will go into the new year with a plan of attack and a clear path forward to success.

FAQs

  • You could always hire a full-time CFO, and for some companies, we might even recommend that based on their needs. But for growing small to medium-sized businesses that are still looking to keep personnel costs lean, we can offer all of the key benefits of a CFO for the fraction of what an in-house CFO would cost.

  • On the surface, it may seem like the person who is already handling your numbers would be the obvious choice to fill the role as advisor and CFO, but this is rarely the case. Just like any profession, different people have their areas of expertise and focus, and the accounting and tax world is no exception. Your bookkeeper or tax person might agree to fill this role out of a desire to serve you, but often times we see this not work out in the long run.

  • Great question! You might be surprised to hear this, but we are a small firm of three! Our owner (the one who will fill the role as advisor and be meeting with you each month) has been a CPA since 2009, and has worked with a wide range of companies in both the private and public sectors spanning from pre-revenue to billion-dollar companies. He is supported by two degreed professionals with experience in the fields of accounting and finance.

  • Our service provides you with a ton of value and is high impact, even if we only get through one month of service. No refunds.

  • We like to think we do a pretty good job here of explaining the service before you sign-up. Remember, this is a lot like coaching, so your success will greatly depend on you taking and implementing our advice. But, if we work together for a while and it is just not a right fit, we totally get it. That’s why we recommend working under our monthly plan to start off before committing to quarterly or annual.

  • We will meet monthly to go through our analysis of the last month’s performance and to discuss your objectives and action plan for the next 30 days. We will also be available by email throughout the month for questions, and we will do our best to get back to you within a reasonable amount of time.

  • One business to each subscription.

  • Tax advice is not covered in our services at this time.

  • This is a good question, and the answer is: it depends! It really depends on what area of your business is struggling and needs work in order to hit your targets. To speak on a high-level we can advise on ways to grow your revenue, lower costs and overhead, and manage cashflow, but these are just a function of the numbers, right? We’ll dive deeper into the actions that really drive these numbers. This might mean learning how to create more value with your products/services in order to increase prices, shopping and trying out different vendors, determining which overhead and personnel costs are mission-critical and which ones are not, changing your payment collection practices with customers or requesting favorable payment terms with vendors in order to better manage cash flow….this list goes on. Bottom line, our team will tap their collective experience across different industries and companies to provide the best advice and plans of action for you to continue growing your business the right way!