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Professional Consulting Services for Small Business Loans, Accounting & Brokerage

Your Outsourced CFO becomes your partner in financial process and strategy, which allows the CEO and his or her team to progress from financial uncertainty to ultimate peace of mind.

Scope of Experience

​We serve business owners across a variety of industries and we're able to share with them 40+ years of executive experience, while simultaneously expanding our own knowledge & network. We are currently partnered with businesses that collectively generate over $100 Million in revenue annually.

Why an Outsourced CFO ?

​Today's small business owners should focus on providing a quality product, growing their business, and building relationships with customers and stakeholders. While most require value-added financial understanding to compete in a fast growth, technology driven environment, many don't have the funds for a professional, full time finance and accounting person.
 

Enter the Outsourced CFO: 
A leader, strategic tactician, coach, and implementer. With integrity and analytics, you get Wall Street and corporate management consulting level service and insight for less than the cost of a full-time employee. 

Our Value Proposition

​Your Outsourced CFO engagement is designed to be a long term partnership with the value we provide continually increasing over time. We understand your business operations and current financial situation, while becoming a key part of your team within the first six months. The engagement reaches a tipping point where our team pivots from providing clarity and streamlining financials to effecting key strategic decisions and achieving growth milestones.​

  • Our Outsourced CFO partnership is designed to grow in strategic financial value over time

  • Our goal is to bring financial clarity to the business owner to drive real time decision making

  • We work together to scale your business, identify the capital you need, provide you with the resources you need to succeed, and craft a path towards eventual exit, succession, or until your growth requires a full-time CFO.

HOW IT WORKS

​​Your Outsourced CFO embeds itself in the entire financial process from top-to-bottom in order to streamline operations, generate clear reporting, and monitor cash flow for strategic planning.

What Do We Do ?

Accounting & Bookkeeping

No more struggling with accounting and bookkeeping. We establish and implement financial controls to keep your books up to date so that you don't have to.

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  • Chart of Account Realignment

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  • Monthly Reconciliation Support

  • Accrual vs. Cash

  • Cash Flows

  • AR & AP Process

  • Streamline Tasks

Implement Tech

We work with key team members to implement the following technologies to help streamline activities and provide clearer financial data:

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  • ​QuickBooks, Xero, & others

  • HR & Payroll Integration

  • Inventory Mgmt & POS System

  • ​CRM & Pipeline

  • Time Tracking & Utilization

  • Expense Reimbursements

Budget & Forecast

​We formulate a budget process and a rolling forecast with multiple potential scenarios to be monitored monthly:

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  • ​Forecast Revenue

  • Budget Expenses

  • Identify Breakeven

  • ​Monitor Monthly

  • ​Identify Cash Cycles

  • Plan Strategically

Monitor KPIs

We create a KPI Dashboard custom-tailored to monitor metrics most important to the CEO and business.
​Examples include:

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  • ​Monthly Recurring Revenue (MRR)

  • ​Leverage and Liquidity Ratios

  • Sales & Quote Conversions

  • ​Inventory Turnover

  • Labor Utilization

  • ​AR Days & AP Days

Connect Businesses

We connect our clients to partners and vendors of all services as needed using our expansive network. A majority of our clients have even been referred to and continue to do business with one another.

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  • Loan Brokerage & Capital Raises

  • Credit Lines & Working Capital

  • Legal Services

  • HR Services

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  • Accountants & Bookkeepers

  • And many more!

Our Process

Services Offered

Contact Us

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