Services
The easiest way to grow a resilient business is to focus on profit.
To Grow Profitably, you need three things:
Meaningful numbers: i.e., numbers that give you real information about how your company is doing and an understanding of what the numbers mean.
Decision-making based on facts: Organizationally, there must be a clear process for using numbers to make decisions quickly.
Consistent action: a system to ensure that your team is focused on top priorities and effectively doing the work to move the company forward.
It sounds super easy, but we all know it usually is not.
Instead, financial reports tend to be boring and unclear; the processes are murky, and the results are hard to understand.
Clearing out this confusion is what CFO on Speeddial does best.
Our virtual CFO clients can see the results of our work together by checking-out the KPI dashboards and financial reports we create to track better cash flow and increased profit. But the best feedback we get if from business owners relieved to have the freedom to focus on the other parts of the business that need their attention.
Check out three ways to work with us below.
Photo: Kenny Luo
Fractional (Full-Service) CFO
We coach, we advise, we crunch the numbers. Our Fractional CFO service brings a Chief Financial Officer to your team to provide financial analysis and systems crafted for you, delivered complete & wrapped up like a gift. We provide big picture strategy plus the details and systems necessary to execute your strategic plan. You’ll have the benefit of a longstanding relationship with a Virtual CFO with many years of financial experience who has deep knowledge of your business needs and goals. Next time there’s a crisis, you’ll have no need to bring anyone new up to speed. You’ll have answers when and how you need them from your in-house expert.
Our Fractional CFO Service provides a hands-on CFO for your growing business who will lead quarterly financial planning, deliver and review monthly financial statements, keep an eye on day-to-day cash flow management, and translate your KPI trends into actionable financial advice.
Photo: Shikha
Meaningful Money
Targeted financial management support and skills building. In the Meaningful Money Program we have condensed the essential work of a fractional CFO and created two short courses plus an ongoing community for business owners that are also holding the CFO role. Yes, you can DIY your financial management with support from our expert VCFO’s.
The Meaningful Money Program is a suite of course + community designed so that solo-entrepreneurs, startups and small business owners can access the support, knowledge and accountability they need to continuously build a profitable business.
With Meaningful Money, business owners build core financial strength through new skills, systems and knowledge. So you can lead better financial outcomes and greater social impact.
Our top priority: Get the basics in place quickly.
Photo: Cal Solar
Fast Action Project
Fast Action Projects are short-term intensive projects focused on one pivotal business need such as financial modeling, capital planning, cash management, growth strategy, or financial decision-making. Think of this as having a Virtual CFO service for a limited time (instead of an ongoing contract).
This service is perfect for smaller companies or startups who want intensive support on a short-term basis. This level of service can be used to make sure your accounting systems are providing you with accurate and useful financial reports; turn your vision and strategy into a financial plan or creating a KPI dashboard. With a Fast Action Project we can do forecasting, budgeting, set-up a cash flow management plan, review your pricing/ costs, and help you understand how to improve the financial health of your company.
Bring us a problem to solve, a question to answer or a specific outcome you want to achieve, and together we’ll create an 8 to 10 week plan to address your pain point and take huge steps towards your current goals.