How do we do the CFO service?

The CFO Service can help you gain freedom of both time and money, independence, and greater control over your own destiny. You'll be free to live the life you want while maintaining a healthy work/life balance, enjoying increased flexibility, and gaining personal fulfillment.

How do we do that?

Simply put, The CFO Service guides business owners in improving the profit and cash flow of their business. We help to ensure that your immediate business needs are taken care of, and also that your long-term goals are achieved.

Our clients want to feel safe and secure in knowing they are building their business in the right direction. The CFO Service takes the supposition out of financial strategizing by following a simple, six-step process.

• First, we sit down with you in our kick-off meeting and establish what your personal and professional goals are, both in the coming year and over the next five years.
• We work with you to set targets that, when achieved, will indicate those goals have been reached.
• Every month, we analyze your financial reports to create a forecast of where your business is headed, based on your actual monthly data.
• We then generate a simple scoreboard that shows how your business is trending towards your overall goals.
• We brainstorm together to define objectives that will have the quickest effect on the continued success of your business, and...
• We devise a clear action plan of what you need to do in the coming month to help you meet those objectives.

The following month, we repeat steps 3 through 6 of the process.

The CFO Service works closely with you throughout the entire year to ensure your business is moving in the right direction, towards the achievement of your goals. At The CFO Service, our goal is to help you not simply stay in business, but also to have a growing, profitable business. Let us support your business in having a long, healthy life!