Get your financial fundamentals in place quickly with the CFO Advisor program.
Get the skills and systems you need to quickly adapt and grow your business.
Let’s see if the CFO Advisor Program is right for you.
CFO Advisor isn’t for everybody. Here’s how you can make sure it’s the right fit for your business.
Who this is for:
My company is growing; and I want it to be more profitable.
I’m ready to boost my skills and confidence in dealing with numbers and decision-making.
I love to DIY things in my business.
I’m tired of losing time building spreadsheets and budgets that don’t work.
My financial reports don’t give me real information or help me understand what’s really going on in my company; I wish they did!
I’m energized by learning from and collaborating with other business owners.
Who this is NOT for:
I want a silver bullet solution
I'm not willing to do the work
I'm not open to receiving feedback on my business and process
I'm just starting out and don't have any revenue yet
I’m hoping a VC will come in and fund our growth so I don’t have to worry about being profitable.
Here’s what you’ll get
Meaningful Numbers
Profit assessment and bookkeeping check-up so that we know your numbers are solid and financial reports are meaningful from the beginning.
Key Performance Metrics to monitor critical results.
Analytical Tools
13-week cash flow tool so you can manage daily and weekly decisions based on up-to-date information.
3-5 year financial model that shows your growth strategy in action.
Practical Systems
Profit First implementation plan so that you can get control of profit from day one.
Quarterly planning tools with accountability structures to keep the business moving forward.
What are the benefits?
Sharpen your financial knowledge and skills so that you are prepared to lead your business as it grows to $1 million dollars & beyond in top line revenue.
Connect day to day decisions and actions with your vision for where you want your business to be in 12 months; 2 years or 5 years.
Focus attention and action on the most profitable parts of your business - what customers want and need today – so you can improve profit by 3% to 5% each year.
Gain accountability and peer support to bust through indecision and build momentum.
Ready to apply?
Schedule a time for us to chat
What does CFO Advisor Cost?
| Service | Value |
|---|---|
| Bookkeeping Check-up | $500 |
| Profit assessment, Profit First implementation | $2,000 |
| 1:1 financial planning sessions (1 per quarter) | $2,250 |
| Weekly CFO sessions | $5,200 |
| Online KPI dashboard (one year) | $2,000 |
| Unlimited access to training materials and the CFO Resource library | $2,000 |
| TOTAL VALUE: | $13,950 |
| Program fee: | $6,000 |
$3,600
6 Months of CFO support
Six monthly payments of $600
or save with 1 upfront payment of $3,500
Ready to dial in your financial fundamentals?
“Joining the group program was one of the smartest financial decisions I’ve ever made. Christine taught me to make small and simple shifts in the way I approach my revenue and cash flow, and helped me increase my net profit dramatically. ”