Our approach to setting the stage that will enable and support rapid growth in your company

CFO Advisory Service Offerings

  • Essential

    As businesses achieve over $250,000 in annual revenue they typically seek to keep an accurate record of monetary transactions. We implement the best accounting system for your business, minimize your tax bill, and monitor your cash flow.

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  • Growth

    As firms mature we work to maximize value creation by delivering on revenue growth targets, optimizing your expense budgets, and determining the optimal capital allocation. Across the scope of this service we offer finance guidance in addition to best in class accounting practices.

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  • Enterprise

    As firms experience rapid growth, we provide financial and operational expertise to help leadership make sound investment decisions.Our service offerings evolve to more strategic based solutions, questioning accepted wisdom and optimizing the growth potential of your business.

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  • Value

    Fractional CFO services for an 18-year-old non-profit resulted in a ~40% annual revenue increase within 2 years. Similar services for a 10-year-old business resulted in a 150% annual net income (profit) increase in the first year.

  • Growth

    • Valuation services for a startup resulted in a $750,000 Seed Raise and 18 months cash runway to hit key development milestones.

    • Strategy services resulted in an entrepreneur launching a private practice and doubling personal income within 2 years.

  • Clarity

    • Investment Analysis / Opportunity Assessment services helped a business choose the optimal development path for a product

    • Standardizing client accounting policies and reporting practices reduced consolidation and reporting efforts by over 50%

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