Grow Your Business
No more distractions-
let's grow your business.
Growing your business between $1M and $10M in sales requires a more intentional focus than what it took to get it to $1M. We have the experience and skills to cut thru the distractions and “chatter.” Access the same proven tools used by Fortune 500 companies to help drive focus, improvements, and execution on what matters!
CFO Advisory Services
Advisory Services are best thought of as continuing education on operating a growing and successful business. It’s not taught in schools; the tools and skills for this specialized work should come from your accountant.
Our advisory services are designed to be progressive, and we recognize that each business we encounter is in a unique place along its life cycle.
Together, we’ll identify at which point along the continuum your business should enter the process.
Business Performance Review & Value Gap Analysis Report 
Cashflow & Profit Improvement Meeting 
Ongoing Accountability Coaching 
Management Reporting & KPIs 
Annual Cashflow Forecasting 
Annual Business Planning Business Performance Review & Value Gap Analysis Report
Starting at $500
- Understand the fundamentals of your financial reports
- Improve your financial awareness skills
- Discuss issues and challenges you’re facing in your business
- Identify profit and cashflow improvement potential for your business
- Understand how we can work together to achieve your goals
- And of course, get clear on upcoming income tax liabilities
Cashflow & Profit Improvement Meeting
Starting at $700
- Teaches you the difference between cashflow and profit
- Helps you understand key cashflow drivers and the Cash Conversion Cycle in your business
- Identifies ways to improve your AR Aging Days, Inventory Days, and AP Days
- Helps you understand the impact small changes can have on your profit
- Identifies actions you can take to strengthen your cashflow and profit
- Improves business processes to maximize cashflow, profit, and business value
Ongoing Accountability Coaching
$800 / Session
- Problem-solving and structured support to enable you to achieve your goals
- Access to an expert sounding board to thoroughly discuss your ideas
- Increase profitability and cashflow
- Identify a process to report your actual results against your budget/goals
- Gain an understanding of key drivers in your business and what impacts them
- Understand the impact of ideas prior to implementing them within the business
- Leadership development to better operate your business
- Improve business performance by identifying ways to overcome challenging issues
- Keep your Business Plan as a ‘living document’ to ensure you are working towards your goals
- Align the directors in terms of prioritizing what projects are important (if applicable)
- Access the collective wisdom of our accountants, our systems, products and services
- Available as monthly or quarterly sessions
- We recommend committing to coaching for an initial period of 12 months
Management Reporting & KPIs
$800 / Month
- Establish Key Performance Indicators (KPIs) for your business and set achievement targets
- Receive a customized monthly Management Report to regularly measure your performance
- Obtain a visual dashboard summary of multiple reports that enables you to quickly interpret your results
- Improve your financial awareness to fully understand what and how to measure performance against goals
- Implement best practice monitoring to enable better decision making
- Create a benchmark to compare future results against
- Set aside time each month to discuss your financial results with a Senior Advisor
- Measure your actual results against your targets
- Develop the discipline to prioritize reviewing your results each month to identify areas for improvement
- Understand the factors that impact your results so you can develop strategies to maximize your results
- Set the direction of your business and key areas to focus on
- Identify important trends in your business
- See the impact your actual results have on your targets
- Management Reporting engagements occur monthly for 12 months
Annual Cashflow Forecasting
Starting at $1,900
- Gives you an understanding of your cashflow for better decision making
- Enables you to predict and plan for large cash outflows
- Identifies key drivers of cashflow in your business
- Allows you to monitor your actual cashflow against forecast in your accounting or reporting software
- Identifies ways to avoid late payment penalties and interest from suppliers
- Provides peace of mind that your cashflow needs are known and properly funded
- Improves communication and relationships with your financiers and suppliers
- Ongoing tracking, reporting and advisory available, billed separately
Annual Business Planning
$3,900
- Review and set the direction of the business
- Eliminate procrastination
- Identify common goals across several directors (if applicable)
- Identify and prioritize your key goals
- Create strategies to achieve your goals
- Identify what you will need to achieve your goals
- Set timeframes for achieving your goals
- Develop a tool to communicate your business goals and vision with your team
- Divide your goals into short term and long term – quick wins vs. key projects
- Develop a template to review actual performance against targets
- Create a platform to develop Financial Forecasts
- Use your Business Plan as a basis for you to set team members’ individual goals / targets
We’ll handle the accounting,
you run the business.
Our team knows that the real value we provide isn’t just producing good, solid numbers; it’s about giving you back the time and energy to love and grow your business.