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Financial Consultation

Who Needs a CFO?

Who Needs a CFO: Image

We all know when we need a doctor, a plumber, or an electrician. But how do business owners and CEOs know when they need a CFO?

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If they’ve been struggling with any of the following issues, then it’s time!

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Our profits are rising, but we have so little cash in the bank.

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Our sales are going up, but our profits are falling.

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I spend so much time stuck in the office dealing with cash issues when I should be out meeting clients and prospects.

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I wish I could get regular financial reports so that I know how my business is doing.

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I need to increase my bank line, but my bookkeeper does not know how to provide the bank with a financial forecast.

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If I employ a full-time bookkeeper, then I don't understand why it is so difficult to give my tax CPA financial statements so that I can file tax returns on time.

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I’m ready to retire and sell my business, but I don’t know where to begin. 

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I really wish I had the support of an experienced strategic advisor to help me with decisions impacting the cash and profitability of my business.

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Office Desk

I hear these and many other problems from business owners at every meeting. 

As a CFO and strategic business advisor, I have been dealing with them for more than 30 years. I offer solutions on a fractional, outsourced, affordable basis by providing as-needed contract services. This is a cost-effective way for owners and their companies to receive the higher-level offerings of an experienced advisor without having to incur the costs of a full-time CFO.

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If you need help addressing these issues, please allow us to undertake a no-cost assessment of your current situation to see how we can improve your business.

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