Your CFO Expert
Clarity for your business with
a Scorecard you can rely on
Unlock your cashflow through guided insights, clear goals, and a team dedicated to your success.
What It's Like Having An Expert On Your Team
01
Focus on what matters
With all of the social media 'lessons' out there, it can be overwhelming to try and figure out what you should be focusing on as a business owner. With Your CFO Expert, you will know exactly what you should be focusing on to reach your goals and get regular updates and meetings focused on exactly what it takes to take your business where you want it to go!
02
Never feel alone
Many business owners feel that they are alone in figuring out everything there is to know about business. With Your CFO Expert on your team, that's no longer the case! You have someone who is focused on your business with you. We are here to help you work towards and REACH YOUR GOALS each and every month.
03
know what's working
Each month, get a custommized scorecard that tells you exactly how your business is doing towards your goals. With an expert on your team, you will know what actions to take, where to spend your focus and energy, and know you have someone you can rely on when things feel challenging.
Each Month
We Support You
Here's how Your CFO Expert supports your mission:
We look at your financial statements each and every month.
Each month, you get a customized scorecard showing exactly what is going on in your business.
Your CFO Expert gives you advice and actionable steps to reach your goal based on your scorecard.
You are protected from 'not knowing'
Avoid confusing reports
Have an Expert that actually cares about you and your business
Pick the Vision that is Right for You
Insight
- Affordable insights for all business models
- Insight Scorecard customized for your business focus
- Video walkthrough of your Scorecard
- Action items you can actually work on
- 25% off of regular meeting prices
Perfect for growing businesses
Clarity
- Our most popular option
- Clarity CFO Scorecard customized for your business goals
- Monthly virtual meeting with Your CFO Expert
- Budget and Cash-flow projections
- Email check ins
-
35% off additional meetings
Best for staying the course, planning your exit, or focused growth
Vision
- Visionary CFO Scorecard
- Weekly meetings and check ins
- Quarter, Annual, and Extended Budgeting & Forecasts
- Systems and Controls alignment audits
- Board-ready reporting