There comes a time for many businesses when they hit a wall. They struggle or become stagnant due to:
They need insights to move their business forward. For that, they need a chief financial officer.
A chief financial officer or CFO is a trusted advisor who provides critical financial support for your businesses. They offer insights to help your business grow, and they support you, the business owner, so you can get back your time and excitement for your business.
CFOs can provide immense value for your business. The problem is that a full-time CFO can be expensive — but that is where CFO Solutions comes in.
When you work with CFO Solutions, you get all the benefits of an in-house CFO without the exorbitant expense of a full-time chief financial officer.
With an outsourced CFO, you get a trusted advisor who can help with cash management, accounting, financial forecasting, budgeting, and seeing the story behind the numbers — at a fraction of the cost of an in-house CFO.
Start with an initial discovery session where we outline business goals and vision, discuss the business owner’s personal vision and goals, review pain points and identify problems, set objectives to fix problem areas, determine what financial services are needed, and set KPIs and hold parties accountable.
Hold one two-hour monthly or one two-hour quarterly strategy sessions to check in, adjust strategies, and create new goals and plans.
Get a team focused on working your financial toolbox. This team consists of a CFO, accounting leader, and bookkeeper who are available to answer your questions and keep you motivated and on track toward your goals.
Monthly Strategy Sessions
Quarterly Strategy Sessions
Whether your goals are to get your new business up-and-running with the right plan or to reignite your existing business, we work with you to: