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Profit & Growth Advisory Plan

Build a Strategic Advisory Partnership
With CFO Solutions

There comes a time for many businesses when they hit a wall. They struggle or become stagnant due to:

  • Lack of cash flow
  • Low profits
  • Stagnant revenue
  • Ineffective operations
  • Poor financial reporting

When this happens, the business owner can feel like the business is running them — instead of the other way around.

A Profit & Growth Advisory Plan helps business get out of this vicious cycle.

Budget Tips

What’s a Profit & Growth Advisory Plan?

A Profit and Growth Advisory Plan isn’t a business solution — it’s a business relationship.

Businesses partner with CFO Solutions to:

  • Hold monthly or quarterly strategy sessions
  • 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
  • Set KPIs and hold parties accountable
Value of a CPA

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:

  • Improve profits by analyzing your pricing, margins, and expense structures
  • Set up proper financial systems and reports for accounting, taxes, payroll, and more
  • Manage growth by setting up systems to manage cash flow and changing operational costs
  • Optimize your operations and install systems and tools that help you get more out of your time and effort
  • Bring the joy and excitement back to running your business by reliving your stressors

Who Is This Right For?

Two types of businesses benefit most from our plans.

Growth Stage Businesses

Monthly Strategy Sessions

  • Established businesses with $500,000 to $5 million in annual revenue
  • Focused on growth
  • Have financial reporting

Start-Up Businesses

Quarterly Strategy Sessions

  • New businesses focused on generating revenue and profits
  • Need guidance on managing growth
  • Nonexistent financial reporting structure
  • Non-structured financial processes

The best way to see if a Profit and Growth Advisory Plan is right for you is by scheduling a exploratory call with our team.

During the call, we’ll learn about each other and see if a partnership is the right fit for both parties.

Regardless of if we decide to work together, you’ll get a ton of value out of our first round discovery and learn from our 20+ years serving small to mid-size growth companies.


Take The First Step

See how a Profit and Growth Advisory Plan can help your business. Schedule your free introductory call today.