Is your business struggling with cash flow? Are you constantly busy doing the “what” of your business, but not seeing the effects of all your hard work clearly reflected in your bank account? Are your profit margins high enough to support the continued growth and success of your business? Is your business financially healthy enough to survive in today’s economic environment? Do you know what defines a financially healthy business? Do you know what to do if your business isn’t financially healthy?

According to the Small Business Administration, about two-thirds of small businesses with employees survive at least two years, but only about half survive at least five years.

Owning a small business is HARD. As a small business owner and entrepreneur, it’s normal to experience feelings of futility, stress, and isolation. It can be difficult to know if you’re doing the right thing in order to keep your business growing and thriving. You are an expert at what you do, but you may not be an expert at analyzing the financial data of your business and making confident, healthy business decisions.

Looking at standard financial reports, such as an income statement or a balance sheet, can be confusing. Those reports are difficult to interpret accurately if you’re not an accountant or financial advisor. What do those numbers actually mean in regards to the financial health of your business? What do you need to do if your profit is high, but you’re struggling to maintain a consistent cash flow? How do you know when the right time is to expand your operations, take out a loan, or initiate a major business purchase? You need someone you can trust to interpret the numbers, take the guesswork out of those important decisions, and ultimately guide you in building and maintaining a growing, profitable business.

That’s where The CFO Service comes in.

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!


Opening Hours

9:00 am 5:00 pm
9:00 am 5:00 pm
9:00 am 5:00 pm
9:00 am 5:00 pm
9:00 am 5:00 pm

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