My big dreams for my business are coming true ... but I'm not making much profit. Where are the leaks?
I'm great at marketing and design, but I hate numbers. My books are months behind. Help!
I hate surprises - like the insurance invoice due in three days - the same week as payroll.
My business was supposed to be fun and profitable, but I seem to be headed in the wrong direction. What happened?
Fractional CFO Services
We can provide short-term, part-time or virtual CFO and business advisory services on a retained basis. Ideal for companies between employees or who are exploring the idea of adding a CFO/business advisor to their leadership structure.
Transitional CFO and Special Projects
We provide corporate turnaround expertise, profit improvement programs, modeling and forecasting, strategic planning, value mapping, accountability coaching and more. Ideal for companies looking to take meaningful steps with financial staff and processes.
Performance and Process Improvement Projects
We provide the following Tools for Success:
- Forecasting; Budgeting
- Strategy Mapping
- Financial Modeling and Analysis
- Cash Flow Analysis
- Business Process Reviews and Improvement
- On-Site Financial Training Workshops
- KPI Development and Implementation
- SOX Implementation Assistance
- Due Diligence / Collateral Audits
- Business Process Improvement
- Executive Dashboards
- Reporting Packages
- Expense Review; Cost Control
- Compensation Packages Development
- Training of Accounting Personnel
- Accounting Policies Review
Why Choose Us
World Class Support
What Our Clients Say
I worked with Jon for several years and he helped me with our forecasting and improve our financial close and reporting processes.
His work helped me be more confident in my decision making, business plans, and our overall success.
Jon really helped me develop a cash flow forecast process that I still use today. It really helped me get a handle on our cash-flow and allowed me to focus on what I do best.
Jon add tremendous value to our team. His framework and dashboards have helped us grow consistently with very little turbulence!