Our Approach

Expand Wealth & Impact – release the weight of worrying about the financial risks of scaling your company. Confidently build an asset that creates personal wealth, and allows you to expand your impact.

What makes us different? We take a holistic approach to your business financials with our signature Five Step Process

Step 1

Analyze your business structure and help you determine your 1-, 3-, and 5-year goals. Look at where you are now, identify the gaps in how to seamlessly get you to where you want to be, and establish a financial roadmap to keep you aligned with your goals and your desired take-home pay!

Step 2

Dive into your financials to determine your business’ profitability. Together, we will determine the magic price for your products, eliminate unnecessary expenses, optimize your accounting processes, and develop a cashflow budget to get you to your goals.

Step 3

Examine your lead generation activities to build a connection between your marketing activities and cash coming in the door. Identify your Customer Acquisition Cost, and your Customer Lifetime Value, and help you determine how much you should be spending to acquire a new lead. Marketing matters!

Step 4

Determine the needle-moving KPI’s that matter to you and your business. Track and monitor month-over-month progress made, money saved, systems implemented, and new revenue generated. We’ll analyze and tweak your spending so hitting your goals becomes the new normal.

Step 5

With our Cash Flow CFO team leading the way, you can relax and release the weight of worrying about your numbers. We’ll help you scale your business so you can expand your personal wealth and have an even bigger impact on the world.

Our Method

Your Partner in Profitability, we will guide you through our proven model to ensure your company reaches its desired financial goals.

The Cash Flow CFO becomes a strategic partner to the CEO: What that means is we help craft and create the financial strategy for your company. We get to know all of the financial aspects of your business by immersing ourselves into your company’s business model.

We integrate with and support your existing financial team (Tax Preparer, Financial Advisor, Wealth Manager, Etc.) to ensure clear and tangible results are the by-product of everyone’s efforts.

Our Method

Your Partner in Profitability, we will guide you through our proven model to ensure your company reaches its desired financial goals.

The Cash Flow CFO becomes a strategic partner to the CEO: What that means is we help craft and create the financial strategy for your company. We get to know all of the financial aspects of your business by immersing ourselves into your company’s business model.

We integrate with and support your existing financial team (Tax Preparer, Financial Advisor, Wealth Manager, Etc.) to ensure clear and tangible results are the by-product of everyone’s efforts.