Hiring someone for guidance on the financial side of your business is a big decision. You should be confident and comfortable with that decision.
Before you spend any money on us, we can both decide if we are a right fit for each other.
We understand that you probably have many questions. Below you’ll find answers to the most commonly asked questions.
We invite you to reach out to us for any reason, and especially if you’re wondering about how we might be able to help you have a growing and successful business.
A CFO Advisor guides a business toward being a growing, more profitable, successful business (based on how the business owner defines success).
Each month, a CFO Advisor will track your profit and cash flow, analyze what’s working and what’s not, and meet with you on Zoom. You’ll know what to work on and what steps to take to stay on track to hit the targets that “drive” the financial health of your business.
According to the Small Business Administration, most businesses fail. They fail for all kinds of reasons. However, the main reason they fail could be because the business owner didn’t have someone they trust guiding them to a more profitable, higher cash-flowing business.
This CFO Advisor service is best suited for small businesses making between $500k and $5M in annual revenue. You pay a flat monthly fee agreed to at the beginning of the engagement. No hourly billing. No ongoing contracts.
We exist to offer small business owners a clear path to achieve their version of success. Hiring a CFO Advisor is an investment, that should come with an expected return. If our service doesn’t provide the return you desire, you can fire us at any time. Period.
Every business is different depending on many factors. Committing to at least three months before expecting to get results is recommended.
No. Although both are necessary and valuable, they focus on what has already happened. Our service focuses on how to hit targets you’ve set for your future.
Most business owners would probably say that’s a success! Congratulations! We’ve done our job.
You’re an expert at your craft and in your field. We’re experts in the financial side of business. Our system is designed to guide, but not solve all problems, by helping you develop a list of action items, that if completed by you (and your team), will help you achieve your goals.
We meet with you monthly on a one hour Zoom video call, and check in weekly by phone or email. You also have unlimited access to us via Zoom, phone and email. We are available to meet in-person as needed.
A financial guide to small business success.
© Down East CFO LLC