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Start building your financial wealth today. Contact 1-800-5040-CPA!

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Strategic CFO Package

Ideal for businesses or individuals that have revenue between $3M-$8M and are wondering what direction to go. 

You already have a $3M Business, Where do you go from there? 

What other opportunities do you have to maximize your profits and margins?

You are thinking of retiring in the next 5 years, what do you do with the business?

How do you get your associate's to "buy-in" to the vision of the business?

Can you open a second location? Is there an opportunity to expand?

Are you...

Looking to for a strategic road map for your enterprise.

What's Included in the 

Strategic CFO Package?

Strategic Planning & Review

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Building a roadmap to an $8MILLON enterprise

SWOT & Competitor Analysis with our leadership experts

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Overall business review with specific strategies and step by step checklists to help grow your business to the next breakpoint

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Tax strategies & saving opportunities

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Financial Assessment & Profit Maximization

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Review of financial reports prepared by your internal accounting team

Evaluation of pricing strategies per product & its COGS

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Overall business review with specific strategies and step by step checklists to help grow your business to the next breakpointe next breakpoint

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Categorizing expenses to meet compliances

Cash Management & Risk Assessments

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Accounts Receivables review and collection procedures

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Accounts Payable policies and assessments

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​Monthly budgeting and forecasting guidance

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Debt management

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Internal controls & audits

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Growth & Efficiencies

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People, Product & Process – maximizing success

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Best practices for hiring & team member retention

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Associate accountability tools & incentive plans or bonus structures

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General business consulting

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Weekly Zoom Q&A meetings with all monthly clients

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Monthly one-on-one meetings with business owners & our leadership team

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Access to 12 modules of building financial wealth

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