CFOs are forward-facing, experienced high-level financial strategists.

We look at the short and long term strategy of the company and guide decision making, improve cash flow & revenue, improve margins and increase the money owners put in their pockets.

We use excel, Google sheets, FathomHQ and our collective strategic knowledge to help you build KPI’s & meet your business goals.

In higher levels of support, we manage your bookkeeper and CPA to make sure your books are closed in a timely manner and that your taxes get filed. We are not bookkeepers or CPAs — though we work hand-in-hand with them and their work and ours is vital to your success

Business owners with businesses between $1M- $15M in annual revenue looking to start building more value in their businesses and / or are in the considering selling their business.

We work across a wide range of industries. Our expertise is in building business value and scaling.

We work with: professional services, construction & trades, SAAS, & Gyms

You need support making strategic decisions for your business. All businesses need finance support – the type of support needed is determined by your annual revenue and business model complexity.

If you meet one of the criteria a below then give us a call:

>> Your business is making between $1m - $15M in annual revenue

>>You’ve been running your current business for at least 3 years, and/or have run a business of some kind for 5+ years.

>>You want to scale your business or are in the process of scaling

>>You’ve reached a point where you need strategic guidance

>>You are considering selling your business in 5-10 years and need support to figure out if that is the right step and what to do now to make that happen.

>>You need help guiding strategic decisions over the life of your company

>>You need a clear long-term financial strategy

Yes!

The best ROI comes from meeting with your CFO consistently. We offer a one-size CFO service that provides consistent guidance to the business owners/CEOs. In this scope, we meet 2x per month to have strategic conversations and review current performance.

We provide flat-rate project support for additional needs outside our CFO services.

No.

We currently don’t offer on-going bookkeeping support -but we do manage the relationship and help you get the right bookkeeper in place when needed.

We do not file taxes, but we help manage cash reserves to pay taxes, work with your CPA to reduce taxes where we can and make sure you’ve got all your tax filings covered. We’re not bookkeepers or CPA’s (tax accountants). We can help you get the right accounting team in place.

We require all clients to have a monthly bookkeeper. We prefer you to be on Quickbooks or Xero ( but call us either way!). Your books must be reconciled and up-to-date monthly.

We are big believers in “garbage in. garbage out”. When the accounting data isn’t complete, we can’t do our best work and get you to where you need to go.

We perform a chart of accounts review for all our clients and will work with your bookkeepers to make any adjustments needed.

Confused about the difference between bookkeepers, accountants, and CPA’s? Check out this article written by our CEO, Natalie