Feel confident you're making the best decisions with business insights.

We know it's lonely at the top. Today CFO's experts have experience helping leadership review their ideas, get data driven feedback and plan for the future with certainty.

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Why entrepreneurs trust their today cfo

We've helped hundreds achieve...

reduce over

$475M

in operating expense

profits increased

24%

higher than avg

prevented

$288M

in tax overpayments

Maximize growth by focusing your efforts on the right place at the right time

Set and achieve your goals

Our top notch CFO teams are familiar with your industry and have extensive experience helping the leadership team establish goals. Each month your CFO will meet with you to review progress and key performance indicators (KPIs) to ensure you're on track and adjust as needed.

Get a trusted financial model

Scaling a company without written, defined goals is a recipe for disaster. Your team will put together a working financial model of your business that takes into account your historical performance, current state and your growth and achievement goals for the next 18 months.

Avoid wasteful spending

Once a company starts to scale, expenses can explode out of control. Having a budget helps bring team leads and department heads onboard and ensure their expenditures align with the company goals. Setting a budget then reviewing the actual expenses every month side-by-side ensures every dollar spent on materials, labor and overhead is well placed.

Scale with confidence

The scariest part of growing a business is the unknown. By setting goals a tracking the financial data every month, our clients and their teams gain the confidence to know exactly what is going on with the health of the business. The role of the CFO is to know all of the goals the company is trying to achieve while helping them align, attack and conquer every single month.

how it works

Our CFO services

Your dedicated CFO will drive growth initiatives at every stage of growth

phase 1: Understanding your goals

Financial Risk Assessment

Every engagement starts with the FRA to ensure we know everything about your business. We engage with the leadership team and key stakeholders to ensure we have a complete picture of where the company currently is and where you want it to be.

financial risk assessment includes:

Review 32 different metrics and indicators across 12 months of Financial Statements
Financial performance ratios
Cash flow & Liquidity analysis
Revenue & Profitability
Debt & financing benchmark
Budget & forecast review
Internal controls and risk management
Tax compliance and planning

phase 2: establish Baseline

Build Financial Model

Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.

financial model includes:

Profit & Loss, Balance Sheet, and Cash Flow Statements
Budget vs. Actuals
Industry-Specific KPI Dashboard
Headcount & Compensation Plan
Scenario Planning (Base,

phase 3: test and measure

Monthly Cadence

Your CFO will partner with you to find a monthly cadence that works best for your schedule and aligns with your company's strategic meetings. During the Monthly cadence, you and your team will review the specific deliverables based on your selected plan outlined below: