Fractional CFO Services for 7-Figure Business Owners
You have the vision, yet profitable growth eludes you. You have invested countless hours into your vision while sacrificing time with friends and loved ones. However, your business is not growing as you envisioned. Enter Your Weekly CFO.
Initial Assessment
You cannot chart a path forward if you do not know your starting point. Our initial assessment includes an analysis of your financials in addition to assessing key business processes.
Financial Model
Next, we develop a fully functioning model developed for your business. This is your compass which will guide us during our initial cash flow projections and target setting.
Current-Year Plan
Without defined targets, your business will wander aimlessly. We will develop financial plans and aligned operational targets for the current year.
Monthly and Interim Reviews
Every business must assess its performance. We will implement monthly, or bi-weekly, reviews to assess KPIs, financial performance, key business trends, and forward projections.
Long-Term Planning
Don't leave your long-term aspirations to chance. With a multi-year plan, designed to align your future aspirations to your current day operations, the future begins today.
Other Support Areas
Additional support including capital investment analysis and business financing .
The Right Financial Partner
Seek not only experience, but rather a diverse set of experiences.I am fortunate to have had a career that provided a wealth of opportunities.A career where I've gained valuable knowledge through diverse experiences including acquisitions, turnarounds, large capital investments, and system implementations.I have worked in growth situations and mature cash-generating businesses. I’m privileged to have worked with some amazing people along the way.
Areas of Expertise
Strategic planning, budgeting and forecasting, variance analysis
Finance functional assessments and improvements
Acquisition support and business integrations
Capital investment analysis
Board presentations
Bank and investor relationship management
Thank You
Thank you for contacting Your Weekly CFO. You will be contacted within one business day.