Learn about customer pain points

It wasn't supposed to end up this way: Your revenue grew... Your company expanded... But your profits didn't.
Wasn’t growing your firm supposed to solve your financial problems? That was the plan anyway. But if you’re like most folks in the startups & SMBs community, financial stress, headaches, and uncertainties have just become a way of life.

Maybe some of these sound familiar?

♦ Payroll still causes stress & anxiety
♦ No visibility (or understanding) of cash flows
♦ Not sure how to improve financial health & business stability
♦ You have the wrong person (or no person!) in the finance seat
♦ Looking at your financials feels like walking through dense fog
♦ Big financial decisions feel more like a guess than a strategic move
♦ You want to scale, sell, or handover your company one day - but you have no clue how to get there.

We get it. And we are here to help.

Why do we need a fractional CFO?

Set clear financial goals, make informed decisions, and increase your profit - while decreasing your stress.
This isn’t hypothetic as it appears, this is possible FOR YOU and your business. What would it mean for you to be able to run your business with total clarity & support around your finances & future goals? Can you picture it?

When we work with business owners, we see results:

♦ More cash and flexibility
♦ An accurate and usable WIP report
♦ Reduced debt and increased margins
♦ Feel confident and ready for the future
♦ Increased top-line growth AND profitability
♦ Accountability & supported decision making
♦ Total financial clarity and empowered to make big decisions

Understand the role of a fractional CFO

What is a Fractional CFO?
Bookkeepers & accountants help with what’s already happened to your money. As your Fractional CFO, we help you make forward-looking decisions about what’s coming next.

What you can expect:

♦ Set business goals
♦ Forecasts and projections
♦ Executive-level accountability
♦ Timely communication & support
♦ Establish strategies to help you achieve your goals (Rocks, 1-3 year goals, and 10 year target)
♦ Month-to-month support with tactics, action items, and pivots based on what's happening real time in the business