Your business is your business.
But let us help with your forward-looking finances.
You started your business, or run your business, with goals and dreams in mind. You might be the visionary. You might be the sales aficionado. You might be the operator of all operators. But you also might be the one where the thought of your business finances brings dread, procrastination, and worry.
We started our business to help businesses like yours. As a Fractional CFO firm, we want you to leave the dread and worry to us, so you can focus on what you really want to focus on — the vision, the selling, or the operations.
View our relationship with your firm as an investment. You should keep your accountant and/or bookkeeper who are backward-looking, but let us help with your forward-looking strategy and progress. Avoid hiring someone full time to run your finance function. Free up hours of your time per month, and dedicate those hours where they can be most efficient and most effective. If we do our job correctly, you should see growth in your numbers as a result.
Our Services
The statistics are clear and unsettling — the driving forces behind small businesses failing are financially related — too little focus on cash flow or a poor understanding of the company’s cash position, not well funded enough, lack of budget and capital planning, inefficient pricing models, etc. Let us help you navigate these waters through varying tiers of our offerings. We’re happy to have a brief call to understand where you are in your journey, and offer some recommendations on a tier tailored to your needs. Prices range within each tier depending on your needs and how we can structure solutions that are beneficial to you, and after our brief call, we’ll be able to better determine pricing within the chosen tier.
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The base level of our offerings, The Cornerstone will include Cash Flow Management & Forecasting and Financial Reporting. A monthly CFO Report and Call is included. Starting at $1,850 per month.
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Our second tier offering, The Foundation includes that which The Cornerstone includes, but additionally, you’d receive ongoing Profitability Analysis and Budgeting & Forecasting with management’s input. Two CFO calls per month are included, and unlimited email communication. Starting at $3,500 per month.
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The Keystone, our premier package, includes the elements of The Cornerstone and The Foundation, but will also include Growth & Expansion Advisory and Strategic Planning work. Starting at $5,000 per month.
Our company ethos
At the heart of our firm lies a desire to help, a commitment to excellence, and a culture rooted in relationship building. Our team crafts strategies that not only elevate your business but can help alleviate some burdens and put you on a continued path to growth and success.
The origin of our name? The old carpentry and construction saying “Measure Twice, Cut Once” has been ingrained in Mike from a very young age. And it became front and center a few years back when Mike took a career pivot to launch his own side business, a higher-end custom carpentry service. A daily reminder of accuracy, precision, efficiency, mistake avoidance, and the strive for long term success.
This is what we promise you — precision, efficiency, success.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!