Step 1 happens at the beginning of an engagement and annually thereafter. Steps 2 through 8 happen every single month.
Step 1: Comprehensive Business Assessment
Step 2: Developing Tailored Financial Strategies
Step 3: Budgeting and Forecasting
Step 4: Risk Management and Mitigation
Step 5: Streamlining Operations for Efficiency
Step 6: Data-Driven Decision-Making
Step 7: Financial Reporting and Compliance
Step 8: Ongoing Monitoring and Strategic Growth Planning
Revenue KPIs
Leads per month
Conversion Rate
Retention Rate
Purchase Frequency
Average Purchase
Profitability KPIs
Gross Profit %
Marketing Expenses
Payroll Expenses
Overhead Expenses
Net Income %
Cash Flow KPIs
+ / - Inventory
+ / - A/R Balance
+ / - Other Assets
+ / - Debt
+ / - Owner Equity
Someone they trust to tell them what to do to have a growing and more profitable business.
My journey as a Fractional CFO has been a diverse and enriching one. I have had the privilege of working with a fascinating array of businesses, each with its unique set of challenges and opportunities.
From the dynamic world of real estate development to the ever-evolving landscape of software, I have navigated the financial intricacies of construction projects, streamlined operations for food distributors, guided the growth of promising start-ups, and helped established players in travel and tourism thrive.
The sports and fitness industry, with its energetic spirit, has presented exciting challenges, as has the home maintenance sector. These diverse experience has provided me with a deep understanding of the unique financial needs and operational complexities of each industry.
As a Fractional CFO, I offer a comprehensive suite of services designed to address complex business challenges and foster growth. By optimizing financial performance, streamlining operations, and enabling data-driven decision-making, I empower businesses to achieve their strategic goals.
If you are ready to take your business to the next level, let us work together to unlock your company is full potential. Reach out today to discuss how I can support your financial success.