CFO support without the commitment

Strategy Sessions

Are numbers getting in the way of your goals?

  • Making money, but too few profits—for your business?

  • Unsure what to do next to scale the business?

  • Lack of a sound business strategy, cash flow, forecast or budget?

  • Not paying yourself enough & don’t know what to do about it?

  • No one to trust to know if you’re making sound financial choices?

  • Or, making too many decisions based on a hunch?

You’re not alone. And we have a new offer to help you reach that next level without long-term support

These calls can cover: 

  • Cash flow strategy & planning

  • Budgeting

  • Pricing

  • Sales team deep dives

  • ROI on marketing

  • Hiring your team & Compensation

  • Quarterly & Annual planning


How does this work?

  1. Book a time on the calendar below for either 45 or 90 minutes

  2. Answer the pre-meeting questionnaire

  3. As needed - we will set up a 15-minute prep call. On this call, we discuss the agenda and collect any necessary documents to ensure we are utilizing the strategy session

  4. We have the strategy call

  5. You get the recording, transcript, and next steps from that call and 1 week of email support

Not sure this is right for you?

Financial improvement comes from small consistent steps in the right direction.

A good CFO acts as a translator from your bookkeeper into a long-term financial strategy. Businesses with a CFO outperform those without and see an average of 15% increase in net income. Our CFOs provide budget, forecast, and cash flow planning, and gross margin, expense, and working capital optimization. They are the right hand of the CEO to drive your business forward

On average our clients that have been with us for more than 6 months see a 248% increase in profit.

A mentor

A CFO when needed as a guide at your side for everything forward-looking

Cash Flow

Predict your business future to create stability & prepare for the unknown

A plan

A complete strategy to boost revenue, reduce expenses & achieve goals

Do you right

Earn more profits, for the biz—and for yourself

An understanding

Sound insights to make hard financial decisions—much easier

Keep track

Know the ROI for any & all of your expenses, like trade shows, sales. etc