Grow with CFO Services

Where Are You Today Financially?

Through a network of partners, we provide the following services so you can understand you current financials. 

  • Bookkeeping
  • Accounts Payable
  • Billing and Accounts Receivable
  • Payroll
  • Financial Reporting

Determine Your Financial Destination

If we don’t have a financial target, how are you going to hit it?  We do this by the following services:

  • Build and maintain a working forecast model
  • Regular meetings in person or via screen share to keep you on track
  • Financial Analysis and Executive Summary
  • Financial Dashboards

How to Reach Your Financial Goals Faster

We all desire to reach our goal faster. As your business grows, it requires changes and guidance to reach that next level. 

  • Financial Coaching
  • Productivity Recommendations
  • Process Improvement analysis, recommendations, and implementation
  • Consistent reporting and forecasting
  • Introduction to a network on partners to meet your goals – HR, Recruiting, Marketing, IT, Insurance, Benefits, Etc.

Assess and Adjust

How do you know when to adjust you marketing, staffing, or business development?  Are you growing too fast or not enough? There are so many decisions you have to face so we have to assess regularly and adjust when needed. The most successful companies learn to adjust at the right time to manage their cash flow, stay competitive, and be flexible through economic cycles. 

  • Financial Modeling and Scenario Analysis
  • Variance Analysis
  • Consistent meetings
  • Assessment of actual financials vs. expected results
  • Strategic planning