Why You Need It For Strategic Growth
You're an expert in your business. But if you're like most CEOs, you may not have the deep background in finance or advisory board development that would allow you to navigate opportunities and challenges optimally. Not to mention, the time to step back and ascertain the big picture for strategic growth.
While you're working IN your business, we'll be working ON your business - and guiding you to do the same.
When Does A Business Need A CFO?
We believe that once business get to a certain size, there is a real need for a CFO. However, there are other indicators that a business needs CFO-level support, including:
- Cash Flow Issues
- Lack of Timely Financials
- Struggling With Growth
- Difficulty Getting Loans Approved
- Concerns About Profitability
An outsourced advisor offers the expertise of a C-level employee, but on a part-time, contract basis. This way, start-ups and small to mid-sized companies can still benefit from customized strategic expertise.
Our Approach
How Are We Different From Other Service Providers?
As small and medium sized businesses begin to climb the mountain of success, the going can get rough and the path less clear. that's why sound financial and operational strategies are like oxygen and why our CFO guides are the ideal solution to help you with your ascent.
Our guides bring a welath of financial expertise and cross-industry knowledge that will help you build a strong foundation for success and vialbe, creative and pragmatic solutions to challenges.
We have found that when people think of a CFO service provider, there are four varying levels of CFO support. Our services fall into the Advisor Category.
- Full-Time: Permanent, onsite employee with full-time salary and benefits. Strategic, yet sometimes confused with controller support.
- Project/Interim: Often five days per week and temporary in nature.
- Advisor: Usually onsite two to eight days per month. Same value as a Full-Time CFO and geared towards companies $1 to $10 million in sales or larger.
- Outsourced: Remote support. Often done by CPA firms or virtual CFO groups with a heavy emphasis on traditional accounting.
We work directly with clients to help them meet their goals and ensure the financial health of the business. The relationships we form with our clients allow their investments to be very moderate relative to the cost of a full-time CFO.
Whatever the focus of our work, the goal is always to help position your company for optimal performance and help you leverage momentum for continued growth and profitability.