Our Services

Our Services

We serve business owners who understand that effective financial planning is a significant key to consistent cash flow and profitability – but don’t have the time or the expertise to handle it themselves.

We serve business owners who understand that effective financial planning is a significant key to consistent cash flow and profitability – but don’t have the time or the expertise to handle it themselves.

We all know that as a business owner, you do your best work when you can focus entirely on what you do best. Our team of experienced and caring experts provide boutique customer service so you can capitalize on the power of technology and strategic planning while maximizing your profitability and sharing your gifts with the world. 

The CFO Service
Package

The CFO reports to the CEO, and provides clear financial analysis to support strong financial decisions. The CFO plays a vital role in assisting the CEO with the company’s strategic initiatives and growth goals.

A CFO’s responsibilities include tracking cash flow and financial planning, as well as analyzing the company’s financial strengths and weaknesses and proposing corrective activities.

With our Fractional CFO Team you will get:

  1. Profit Roadmap – We will analyze your business structure and data integrity.  We will determine your 1 – 3 and 5 year financial goals.  We will lay the foundation for a financial roadmap that will keep you aligned with your goals and your desired owners compensation.
  2. Pricing For Profits – This will allow you to confidently invest forward in your scaling business with profitable pricing and accurate cash flow projections.
  3. Marketing Profit Connection – We will help you build a connection between your marketing activities and your cash coming in the door.  We’ll help you determine how much you should be spending to acquire a new lead.
  4. The Right KPI’s (Key Performance Indicators) – We will help you determine the KPI’s that matter most to your business.  We will help you track and monitor money saved, systems implemented, and new revenue generated.
  5. 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.
  6. A systematic onboarding process that includes a 50-point Inspection on your accounting systems, and data integrity analysis. We will take a hard look at your company’s growth goals, challenges, and opportunities. 

Your investment starts at $3000 per month

The Accounting
Service Package

Our bookkeeping specialists will oversee your billing, accounts receivables, and collections, as well as manage your payroll processing. Your accounts payable will also be handled by our experts. Our weekly check-ins include a status update on your cash account balances.

Your investment starts at $1000 per month

CFO Private VIP
Day

We will put our team’s experience and skills to work on your business. Using our proprietary Predictable Profits Method as our guide, we will work through the best strategies to address cash flow, staffing, budgeting, and planning. We understand that one size doesn’t fit all, so our time together is flexible enough for you to ask any questions specific to our situation.

Your one-time investment begins at $3500

A CFO’s responsibilities include tracking cash flow and financial planning, as well as analyzing the company’s financial strengths and weaknesses and proposing corrective activities. The Cash Flow CFO becomes a strategic partner to the CEO: We help craft and create the financial strategy for your company. We get to know all of the financial aspects of your business by fully deploying the scope of work above.