FINANCIAL COACHING FOR STRIVING BUSINESS OWNERS
Services For 7 & 8 Figure Business Owners
Services For 7 & 8 Figure Business Owners
Your Partner in Financial Clarity and Growth for 7 & 8 Figure Business Owners
Trusted By 275+ Clients
If you’re a 7 or 8 figure business owner, you know that success brings complex financial challenges. Effective cash flow management, accurate forecasting, and strategic planning are crucial to sustain growth, maintain profitability, and plan for the future.
The reality is, you likely can't afford to hire what you want, a Full Time CFO who can offload all the boring "financial stuff" because they starting salary for that position usually starts at $250,000/year.
So what can you do?
In our experience, you have 2 choices:
1) Train yourself to become the CFO your business needs...or...
2) Hire a Fractional CFO
Here's what you definitely should not do:
Expect your bookkeeper, accountant, or office manager to be your financial strategy team
That's Where We Come In - Your CFO Trainer & Fractional CFO
Here's the reality - you likely have a bookkeeper and accountant. You've likely hoped in the past (or maybe have still been hoping) that they would give you more proactive financial reporting, strategy, and insights.
But that never has happened...and unfortunately, it isn't going to happen.
Bookkeepers and accountants report on data about the past but aren't typically trained to interpret the past to make a picture of the present and then map out what the future needs for you to hit your financial goals.
So Who Does The Responsibility Fall On?
The short answer - you!
Whether that's leveling up your own financial acumen or finding a team that will support and guide you on an ongoing basis.
The question isn't should you take on this responsibility (it's your business after all!), but which path is more right for you right now.
What A Fractional CFO Can Do For You
For business owners generating over seven figures, maintaining sustainable growth while managing costs is essential. Our fractional CFO services provide the following advantages to help you take your business to new heights:
Financial Clarity:
With regular cash flow projections and oversight, you’ll gain a complete picture of your financial health, ensuring transparency and actionable insights.
Enhanced Profitability:
Our expertise in cash flow management and process improvement helps identify opportunities for cost-saving and optimization, which contributes to a more profitable business.
Scalability:
As your business grows, your financial needs evolve. Our fractional CFO services allow you to scale your financial strategy without committing to a full-time CFO, adjusting our support as your requirements change.
Informed Decision-Making:
Our monthly CFO calls and custom financial dashboard empower you with the information you need to make decisions that align with your business’s goals.
Reduced Financial Risk:
Cash flow projections and expert oversight mean fewer surprises. We help you prepare for upcoming expenses, seasonal changes, and potential obstacles, so you’re always one step ahead.
Fractional CFO Services From A Deliverables Standpoint
Our fractional CFO services are designed to give you clarity and control over your finances. Here’s what you’ll get when you partner with CEO Finance Academy:
1. Monthly CFO Call (90 Minutes)
Each month, we’ll dive into your financial landscape, providing strategic insight, answering questions, and identifying opportunities for improvement. These CFO calls are an opportunity to refine your approach and stay on top of your financial goals.
2. Monthly Check-In Call (60 Minutes)
A monthly 60-minute check-in call provides a regular touchpoint to ensure we’re addressing your ongoing needs, monitoring key metrics, and making adjustments as your business evolves.
3. Oversight of Your Accounting Team
Managing an accounting team takes time and financial expertise. We’ll provide oversight, ensuring your team follows best practices, maintains accuracy, and streamlines accounting processes, saving you time and enhancing productivity.
4. Accounting Process Improvement
We analyze your current accounting workflows and implement improvements to boost efficiency and accuracy. Enhanced processes result in clearer insights, less manual work, and better data to drive decision-making.
5. Rolling 12-Month Cash Flow Projections
With our 12-month rolling cash flow projections, you’ll know exactly where your business stands today and where it’s heading. These projections are customized to reflect your unique business cycles and help you plan for the future with confidence.
6. Cash Flow Management Training and Education
Understanding cash flow is essential for long-term success. We’ll equip you and your team with training and education around cash flow management, so you have the tools to manage and optimize your cash position.
7. Custom Financial Dashboard
Your financial dashboard offers a centralized view of your financial performance, bringing all key metrics together in an easy-to-use interface. From cash flow and expenses to profitability, this dashboard keeps you in control and informed.
8. Profitability Assessment
Everything in your business depends on the bottom line. We will be assessing frequently the state of your profit margins per product, service line, and per department. Knowing that data will empower you to make better informed decisions in terms of marketing, sales, and operations.
9. Access To Financial Professional Rolodex
Whether you're wanting advanced tax strategy guidance or a personal Chief Wealth Officer, we are connected with some of the top financial professionals in the country and can make personal introductions on your behalf.
Here Is A Breakdown Of How We Help Like Owners Like You
Yeah But Will This Work For "My" Type Of Business
Below is a list of the most common industries we've worked with. If you have any doubts that we might not be a fit to work with your business type, just book a complimentary call with our team and we'll give you an honest answer (and point you to someone in our network who would be a better fit if that's the case).
Construction
Roofing
Healthcare Practices (Dental, Physical Therapy, Home Health Care Agencies)
PR Agencies
Property Management
Med Spas
Franchises
Digital Marketing Agencies
Ecommerce Brands
Staffing Agencies
Product Based Businesses
Home Services (Plumbing, Electric, Exteriors, etc)
Restaurants
Insurance Agents
Manufacturing
What Type Of Owner Benefits The Most From Fractional CFO Work?
By far, the owner who benefits the most from Fractional CFO services is the one who is strapped for time.
They are seeing the opportunity cost of not always sitting in the visionary and business builder seat and know they need to get out of the day-to-day and want a financial right hand person.
They are not the "finance person" but recognize that not being on top of their finances is costing them hundreds of thousands to millions of dollars in missed opportunities, wasted expenses, and bad decisions.
The Investment
Rather than needing to pay a full time CFO north of $250,000/year our various levels of Fractional CFO services are a merely a fraction in comparison.
What If You Want To Become The CFO Yourself Rather Than Hire A Fractional CFO?
Want to know something surprising?
We have had over 15 clients come to us already having a Fractional CFO or Full Time CFO on staff.
Why?
They felt like they had never been trained to understand the finances and speak the financial speak to have meaningful conversations with their financial team.
And this is key - not all financial people are great teachers.
It's important to find someone who will meet you where you're at and coach you through understanding your company's business finances.
That's Where Our 12 Week CEO Finance Academy Comes In
The Academy is a 12 week coaching program consisting of weekly 1:1 meetings with a dedicated Profit Coach. All of our Profit Coaches have helped to run, scale, or exit a profitable 7 or 8 figure company. This means you're not getting paired with a "finance person", but a someone who thinks like a business owner and has been a critical part in successfully scaling businesses.
Throughout our journey together, we are building a custom financial dashboard to your business that will incorporate your business KPIs, map out your gross margins, and provide you with forecasting and projections.
While the dashboard is the "sexy" tangible you will be taking with you after our time together, our primary focus is on owner financial education. Just like an airplane is nothing without a pilot, your financial dashboard is nothing without you having the financial education to interpret and wield the data.
These calls will be supported by the program video guides, worksheets (we have that amazing finance dashboard we'll build out together) and weekly live group CEO Scale Calls (optional).
3 Pillars Of The Program:
1. Clarity and Education around your finances and building the foundation for financial competency looking at everything that has happened in the business so far. Making sure that your books are right, the P&L is correct, knowing your tax liability and how much you should have in business reserves, owner pay, etc.
2. Systems and Processes - working together to put the dashboard together for your specific business needs and showing you how to work through it. We will take a look at everything that is happening in the 'right now' within the business and looking over your profit margins and service offerings to make sure that they are maximized for profit.
3. Future Facing Decisions - the 'science of scaling'. Making sure that you get to a position to be able to be ready to scale the business and knowing that you are doing so profitably. Determining your goals and putting together a road map on how to get there. Being able to make future facing decisions using data instead of emotion. Mapping out your cash flow and projections to determine when the right time is for purchasing, build outs and expansion.
These pillars will address topics such as:
-Understanding and Auditing Your Books
-Setting Targets for Owner Pay
-Business Debt
-Direct Costs and True Gross Margins
-Baseline Expenses
-Cash Flow (Understand Exactly Where All your Money is Going and What's really Left Over)
-Budgeting
-Reverse Engineering Your Revenue Targets
-Capacity vs Demand (What/When to Hire)
-Finances of Hiring
-Marketing ROI
-Monthly Financial Review
-Making Cash Decisions (Owner Pay, Reserves, & Taxes)
-Identifying Revenue Trends
-Making Long-term Financial Projections
See Our Financial Dashboard In Action
The Investment
Again, rather than needing to hire a Full Time CFO at a starting salary of north of $250,000/year, our 12 Week CEO Finance Academy will train you to be CFO of your company for a penny in comparison.
Next Step If This Speaks To You - Meet With Our Team
Curious About What Our Clients Have To Say - See Their Stories
Your Partner in Financial Clarity and Growth for 7 & 8 Figure Business Owners
Trusted By 275+ Clients
If you’re a 7 or 8 figure business owner, you know that success brings complex financial challenges. Effective cash flow management, accurate forecasting, and strategic planning are crucial to sustain growth, maintain profitability, and plan for the future.
The reality is, you likely can't afford to hire what you want, a Full Time CFO who can offload all the boring "financial stuff" because they starting salary for that position usually starts at $250,000/year.
So what can you do?
In our experience, you have 2 choices:
1) Train yourself to become the CFO your business needs...or...
2) Hire a Fractional CFO
Here's what you definitely should not do:
Expect your bookkeeper, accountant, or office manager to be your financial strategy team
That's Where We Come In - Your CFO Trainer & Fractional CFO
Here's the reality - you likely have a bookkeeper and accountant. You've likely hoped in the past (or maybe have still been hoping) that they would give you more proactive financial reporting, strategy, and insights.
But that never has happened...and unfortunately, it isn't going to happen.
Bookkeepers and accountants report on data about the past but aren't typically trained to interpret the past to make a picture of the present and then map out what the future needs for you to hit your financial goals.
So Who Does The Responsibility Fall On?
The short answer - you!
Whether that's leveling up your own financial acumen or finding a team that will support and guide you on an ongoing basis.
The question isn't should you take on this responsibility (it's your business after all!), but which path is more right for you right now.
What A Fractional CFO Can Do For You
For business owners generating over seven figures, maintaining sustainable growth while managing costs is essential. Our fractional CFO services provide the following advantages to help you take your business to new heights:
Financial Clarity:
With regular cash flow projections and oversight, you’ll gain a complete picture of your financial health, ensuring transparency and actionable insights.
Enhanced Profitability:
Our expertise in cash flow management and process improvement helps identify opportunities for cost-saving and optimization, which contributes to a more profitable business.
Scalability:
As your business grows, your financial needs evolve. Our fractional CFO services allow you to scale your financial strategy without committing to a full-time CFO, adjusting our support as your requirements change.
Informed Decision-Making:
Our monthly CFO calls and custom financial dashboard empower you with the information you need to make decisions that align with your business’s goals.
Reduced Financial Risk:
Cash flow projections and expert oversight mean fewer surprises. We help you prepare for upcoming expenses, seasonal changes, and potential obstacles, so you’re always one step ahead.
Fractional CFO Services From A Deliverables Standpoint
Our fractional CFO services are designed to give you clarity and control over your finances. Here’s what you’ll get when you partner with CEO Finance Academy:
1. Monthly CFO Call (90 Minutes)
Each month, we’ll dive into your financial landscape, providing strategic insight, answering questions, and identifying opportunities for improvement. These CFO calls are an opportunity to refine your approach and stay on top of your financial goals.
2. Monthly Check-In Call (60 Minutes)
A monthly 60-minute check-in call provides a regular touchpoint to ensure we’re addressing your ongoing needs, monitoring key metrics, and making adjustments as your business evolves.
3. Oversight of Your Accounting Team
Managing an accounting team takes time and financial expertise. We’ll provide oversight, ensuring your team follows best practices, maintains accuracy, and streamlines accounting processes, saving you time and enhancing productivity.
4. Accounting Process Improvement
We analyze your current accounting workflows and implement improvements to boost efficiency and accuracy. Enhanced processes result in clearer insights, less manual work, and better data to drive decision-making.
5. Rolling 12-Month Cash Flow Projections
With our 12-month rolling cash flow projections, you’ll know exactly where your business stands today and where it’s heading. These projections are customized to reflect your unique business cycles and help you plan for the future with confidence.
6. Cash Flow Management Training and Education
Understanding cash flow is essential for long-term success. We’ll equip you and your team with training and education around cash flow management, so you have the tools to manage and optimize your cash position.
7. Custom Financial Dashboard
Your financial dashboard offers a centralized view of your financial performance, bringing all key metrics together in an easy-to-use interface. From cash flow and expenses to profitability, this dashboard keeps you in control and informed.
8. Profitability Assessment
Everything in your business depends on the bottom line. We will be assessing frequently the state of your profit margins per product, service line, and per department. Knowing that data will empower you to make better informed decisions in terms of marketing, sales, and operations.
9. Access To Financial Professional Rolodex
Whether you're wanting advanced tax strategy guidance or a personal Chief Wealth Officer, we are connected with some of the top financial professionals in the country and can make personal introductions on your behalf.
Here Is A Breakdown Of How We Help Like Owners Like You
Yeah But Will This Work For "My" Type Of Business
Below is a list of the most common industries we've worked with. If you have any doubts that we might not be a fit to work with your business type, just book a complimentary call with our team and we'll give you an honest answer (and point you to someone in our network who would be a better fit if that's the case).
Construction
Roofing
Healthcare Practices (Dental, Physical Therapy, Home Health Care Agencies)
PR Agencies
Property Management
Med Spas
Franchises
Digital Marketing Agencies
Ecommerce Brands
Staffing Agencies
Product Based Businesses
Home Services (Plumbing, Electric, Exteriors, etc)
Restaurants
Insurance Agents
Manufacturing
What Type Of Owner Benefits The Most From Fractional CFO Work?
By far, the owner who benefits the most from Fractional CFO services is the one who is strapped for time.
They are seeing the opportunity cost of not always sitting in the visionary and business builder seat and know they need to get out of the day-to-day and want a financial right hand person.
They are not the "finance person" but recognize that not being on top of their finances is costing them hundreds of thousands to millions of dollars in missed opportunities, wasted expenses, and bad decisions.
The Investment
Rather than needing to pay a full time CFO north of $250,000/year our Fractional CFO services start at a mere fraction in comparison.
*Just for context, the vast majority of our clients see so much value that they stay with us for multiple years as their financial right hand person
What If You Want To Become The CFO Yourself Rather Than Hire A Fractional CFO?
Want to know something surprising?
We have had over 15 clients come to us already having a Fractional CFO or Full Time CFO on staff.
Why?
They felt like they had never been trained to understand the finances and speak the financial speak to have meaningful conversations with their financial team.
And this is key - not all financial people are great teachers.
It's important to find someone who will meet you where you're at and coach you through understanding your company's business finances.
That's Where Our 12 Week CEO Finance Academy Comes In
The Academy is a 12 week coaching program consisting of weekly 1:1 meetings with a dedicated Profit Coach. All of our Profit Coaches have helped to run, scale, or exit a profitable 7 or 8 figure company. This means you're not getting paired with a "finance person", but a someone who thinks like a business owner and has been a critical part in successfully scaling businesses.
Throughout our journey together, we are building a custom financial dashboard to your business that will incorporate your business KPIs, map out your gross margins, and provide you with forecasting and projections.
While the dashboard is the "sexy" tangible you will be taking with you after our time together, our primary focus is on owner financial education. Just like an airplane is nothing without a pilot, your financial dashboard is nothing without you having the financial education to interpret and wield the data.
These calls will be supported by the program video guides, worksheets (we have that amazing finance dashboard we'll build out together) and weekly live group CEO Scale Calls (optional).
3 Pillars Of The Program:
1. Clarity and Education around your finances and building the foundation for financial competency looking at everything that has happened in the business so far. Making sure that your books are right, the P&L is correct, knowing your tax liability and how much you should have in business reserves, owner pay, etc.
2. Systems and Processes - working together to put the dashboard together for your specific business needs and showing you how to work through it. We will take a look at everything that is happening in the 'right now' within the business and looking over your profit margins and service offerings to make sure that they are maximized for profit.
3. Future Facing Decisions - the 'science of scaling'. Making sure that you get to a position to be able to be ready to scale the business and knowing that you are doing so profitably. Determining your goals and putting together a road map on how to get there. Being able to make future facing decisions using data instead of emotion. Mapping out your cash flow and projections to determine when the right time is for purchasing, build outs and expansion.
These pillars will address topics such as:
-Understanding and Auditing Your Books
-Setting Targets for Owner Pay
-Business Debt
-Direct Costs and True Gross Margins
-Baseline Expenses
-Cash Flow (Understand Exactly Where All your Money is Going and What's really Left Over)
-Budgeting
-Reverse Engineering Your Revenue Targets
-Capacity vs Demand (What/When to Hire)
-Finances of Hiring
-Marketing ROI
-Monthly Financial Review
-Making Cash Decisions (Owner Pay, Reserves, & Taxes)
-Identifying Revenue Trends
-Making Long-term Financial Projections
See Our Financial Dashboard In Action
The Investment
Again, rather than needing to hire a Full Time CFO at a starting salary of north of $250,000/year, our 12 Week CEO Finance Academy will train you to be CFO of your company for a penny in comparison.
Next Step If This Speaks To You - Meet With Our Team
Curious About What Our Clients Have To Say -
See Their Stories
TESTIMONIALS
What Our Clients Say
Melissa Buffer
Brick and Mortar Owner
Josh Payne
Online Business Coach
Alexis Sams
Brick and Mortar Owner
Joses & Eliana Ngugi
Online Education Business Owner
David Cartolano
Marketing Agency Owner
Nate Navas
Podcast Agency Owner
Duane Scotti
Online Fitness Coach
Javier and Marissa Carlin
Business Coaches for Dietitians
“You have helped me SO MUCH with this. I finally feel confident and secure in my abilities to do this business thing without a job as a safety net. Forever grateful.”
Brooke Czarnecki
Dietician & Owner
"It's been phenomenal working with Alex & Will with my business finances. Before them, I didn't have a systematic way of handling it or even truly understand what impact it was having on my personal life. If you are looking to scale your business, have more peace of mind, and find more profit in your business don't wait."
Joey Allbritton
Marketing Agency Owner
Remote Offices In
Salt Lake City, UT & Pittsburgh, PA
team@ceofinanceacademy.com
(385) 422-8909
CEO Finance Academy
Healthy Funnel, LLC
DBA: CEO Finance Academy
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