Our Services

You can get expert advice to help you with various aspects of your business, such as strategy, marketing, finance, operations, and more.

Our process:

First we’ll get to know you, your business, and your revenue and profit targets and cash flow goals.

Then, we’ll create a clear step by step plan to get you from where you are now to where you want the company to be.

We’ll meet with you every month to make sure your company is, and stays, financially on track.

You’re no longer in this alone. I’m here for you, with you every step of the way.

You’ll finally fully understand the health of your business, and exactly what to do about it.

We specialize in small to medium sized businesses.

Outsourced CFO Services for the small to medium sized business:

  • Marketing Strategy and Optimization

  • Monitor KPIs

  • Strategize for growth, success, and cash flow management.

  • Compare forecast and targets

  • Profit margin maximization

  • Monthly scoreboard

  • Monthly action plan so that your company is, and stays, financially on track

Accounting and Bookkeeping:

  • Expense Tracking

  • Income Tracking

  • Bank Reconciliation