Frustrated with Weak Financial Leadership?

Most of the business owners who have come to us for help tell us they're frustrated because:

Their team is almost 100% reactive (vs proactive)... so they're constantly pulled into emergencies around taxes, insurance, cash flow, and other avoidable problems.

They have no one on their team with business experience and deep financial acumen to help them build a more profitable business model and a better life...

They are tired of talking about cool business ideas with no ability to financially model and implement them...

If this sounds like you, maybe we can help. Click below to learn more.

Hmmm... What can a CFO do?

Are We Charging The Right Price?

A services company came to us after several months of cash flow problems. We reviewed their business and quickly discovered that they were underpricing their services by not including many costs in their pricing models. We helped the company develop new pricing spreadsheets that the team could easily update and coached them through the customer conversations. The end result was an increase in prices of over 30% and a substantial increase in cash flow.

Automate The Boring Stuff

A hotel chain came to us after having been turned down by several other bookkeeping firms due to their complex & outdated software systems. We worked with the company to map their data needs, implement new software, and automated & improved their reporting. The project reduced the cost of their accounting while allowing the company to better manage it's property portfolio.

Is This a Bad Idea?

We're frequently asked by our CEO partners to analyze business ideas and provide an opinion. We regularly create models for our CEOs while we're in our meetings and help them run through scenarios to determine if a project is worth more investigation or should be set to the side for now. As a result, our CEOs report spending far less time chasing bad ideas and burning company focus.

Schedule a Discovery Call

If you're curious how we can help you, the next step is to schedule a discovery call. On the call, we'll ask you some questions to understand your business and goals, answer any questions you may have, and - if you think we can help - we'll set another time to go deeper and make a proposal. Schedule now using the link below.