Are you ready to take charge of your career and call the shots? Becoming a finance consultant requires a long-term commitment and careful planning along the way. If you already have experience in the finance sector, we are here to help you figure out what you need to do to accelerate your path toward starting your firm while avoiding common pitfalls. Our program will give you the structure to start running your business on day one.
PROGRAM
Business Setup
Grow your business without the added overhead costs of having a finance expert on staff.
Benefits:
On-going CFO support based on business needs
Review financial health of the business
Implementation of financial structure
Develop financial budget, projections & strategy
Monthly financial review & cash flow management
Commitment:
Monthly engagement
Starts at 3 hours per month
Back-end Processes
In need to understand your business finances better?
Benefits:
Guide on how to grow your business
Review pricing structure
Learn how to read financial statements
Increase your profit and build a budget
Identify which products/services are most profitable
Commitment:
Hands-on process
Meet twice per month
Financial Models
Surround yourself with peers who are ready to grow their business.
Benefits:
Learn business finances and implement them independently
Determine which products/services are most profitable
Leave with a plan to increase profitability
Identify when you can hire
Have complete confidence in your numbers
Commitment:
8 Week Program
Meet once a week (assignments every week)
Support
We take bookkeeping to the next level! we do not treat your books as a data entry job.
Benefits:
Have a one-stop-shop for your business finances
Have full confidence in your numbers, we work as a team on your financial goals
Have better reporting and answers based on your business needs
Commitment:
Monthly bookkeeping service
Only provide this service if you are part of CFO services or Finance Coaching