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Grow a Business

CFO Advisory

We deliver a reversed engineered playbook to financial success — by taking a holistic approach across all departments, ensuring accountability of team members that every business owner needs to reach their financial goals.

Our Process

Looking to Grow? Need better 
Accountability among your team?

See How The Process Works

1

Kick Off!

On-Boarding Call

2

Assessment

-assess your team books & financial model

-meet your cfo partner 

-set accounting standards

3

Forecast & Analysis

-expense analysis (cut, negotiate) 

-revenue drivers

-KPIs or key performance indicators

4

System & Processes

-team roles & responsibilities

-monthly close 

-variance analysis

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5

Execution

-execute on areas of improvement 

-continuous evaluation

FAQs

Frequently Asked Questions

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