Our Services
What A CFO Will Do for You
>Your CFO will meet with you each month and give you two things: A Scoreboard and an Action Plan.
Process
Try Our Trademarked Process
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
Half!
They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on…).
However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.
If they did, these businesses would not have failed. Period.
It’s not enough to be an expert at your business. It’s not enough to have an accountant. It’s not enough to get a ‘business coach’.
What you need is someone that can do three things for you every single month.
- Someone to track profit and cash flow.
- Someone to analyze the strengths and weaknesses.
- Someone to propose corrective actions
This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.
That’s why we exist.
We created a unique and affordable service just for businesses that are producing revenue between $500,000 and $10,000,000 a year.
We’ll match you with a CFO who you’ll meet with each month.
Your CFO will guide you through what we call the One Clear Path every single month.
The result: You’ll know exactly what to do to have a growing, more profitable, and successful business. There are three main stages to the One Clear Path.
Your CFO will start you at the bottom left with Stage 1.
stage 1
Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
stage 2
Your CFO will uncover what your vision is for your business, and, together, we’ll set targets for one-year and the next five years for the revenue, profit and cash flow drivers.
stage 3
Each month, your CFO will meet with you and give you a Scoreboard as well as an Action Plan made up of a short list of ‘objectives’ and ‘next steps’.
From Our Founder
Are you in the business owner’s trap?
After 15 years as an accountant and business owner myself, I noticed there are three challenges facing business owners:
Challenge #1: You need cash to grow your business; but you don’t know how to get more cash.
Challenge #2: You’re an expert in your field, not necessarily an expert in business and financials.
Challenge #3: You don’t understand the financial health of your business.
Because of these challenges, it’s no wonder that most businesses fail.
So, how do you escape the business owners trap?
By transforming from an ‘industry expert’ who happens to run a business to running your business like a professional, with the numbers driving the decision making.
That’s why we exist. We provide simple financial training and services just for business owners so you can have a growing, more profitable and highly successful business…
…all without the overwhelm that typically comes with understanding numbers and financials.
schedule a right fit call
We may not be a right fit for you. You also may not be a right fit for us.
The only way to tell is to schedule a 20-minute ‘right fit call’.
On this call, one our CFOs will learn more about your business and determine if it’s a right fit for both of us.
If it is, we’ll tell you more about our service, the fee and you can decide if it makes sense to continue.
The next step is to schedule your Right Fit Call on the calendar to the right.
sAINT CLOUD, FL 34771
407-205-3934
HECTOR@THETHRIVINGPOINTCFO.com
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