Virtual CFO2018-09-14T05:01:20+00:00

Making better decisions starts with having a good understanding how to increase margins, drive profits and a clear roadmap for growing your business.

We get it, you’re busy running the business, it’s difficult to find time to stay on top of the systems and reports each month. We make it easy, get just the important high level info you need to understand your numbers, so you can make better decisions.

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Two Key Areas

Virtual CFO

Adding a vCFO to your team will allow you to focus on your customers and service. The vCFO’s role is to help you quantify ways to increase margins, drive profitability and scale your growth.

Working with Mike each month you’ll receive a clear road map that includes:

  • Complete Financial Health Assessment
  • Monthly reporting on financial KPIs
  • Financial insights that will drive profitability and growth
  • Strategic planning, goal setting, and accountability
  • Monthly phone calls to review last month’s performance and next month’s plan
  • Unlimited email access for questions and feedback
  • Comparison of your KPIs against other companies in your industry
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Financial Health Assessment

Starting with a customized financial assessment, Mike will do a thorough review of your current and past financial history helping you understand the most important numbers. With a strong baseline to work from, you’ll be able to make better decisions when it comes working with investors, stakeholders or simply growing the business.

The assessment includes a 3 hour review session with Mike providing:

  • Analysis of your company’s financial performance over the past 3 years
  • Insights as to how you can improve profitability, cash flow, and other key financial metrics
  • Comparison of your company’s performance against other companies in your industry
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Michael, thanks so much for your professionalism, empathy, and strategic approach to tackling my myriad challenges, one by one. I appreciate so much the fact that you listened carefully to my concerns and then addressed them in a logical, optimistic way to get me on track with my business. You are a talented, observant, caring, professional problem solver with a keen understanding of real-world challenges for small-business owners. I am thrilled that I selected you!

Libbye Morris, Legacy GhostWriter, LLC

Mike is an expert in taking a startup’s business outline and flushing it out into a proper business plan – and he enjoys doing it! I will work with him again!

Jason Patton, SameDayHires, Inc.

I love working with Michael. His quality of work is always fantastic and he helped gain much-needed insights into my numbers and my business.

Dan M., Financial Services Industry

Mike has a genuine interest and care about your business that is not common. He really took the time to understand my finances and help me make better decisions moving forward. The numbers do not lie and uncovered so many opportunities and ways to grow. I will continue to use Mike for many years to come.

Grant Wilkinson, Brand Method, LLC