Award Winning CFO Services
Are you a business owner overwhelmed by balancing cash flow, profitability, and growth? You’re not alone—many businesses face these struggles. But what if you could transform your operations and boost your bottom line?
My proven framework, which establishes disciplined and effective processes, has helped my clients experience significant revenue and profit increases. By optimizing your financial results and streamlining your workflow, you can focus on what you do best and rediscover the joy of running your business. Let’s turn your challenges into opportunities for growth—start your journey to success today!
Jon Verbeck, Winner of the Global Turnaround Management Association's TMA Turnaround of the Year Award
Your Challenges
I have big dreams for my business, but I’m struggling to turn those dreams into profit.
How can I boost my profitability?
What hidden leaks might be draining my resources? I must identify and fix these issues to see the returns I deserve!
I’m great at sales and have plenty of brilliant ideas, but I feel overwhelmed by the numbers. My financial records are months behind and honestly, they’re a chaotic mess. I know I should pay more attention to this, but I’m not an accountant!
I don’t want to stress over the numbers anymore. I need to get my books in order so I can focus on what I do best—growing my business!
I hate surprises. I just discovered that the worker's comp insurance invoice is due in three days—right when payroll is due. I’m honestly worried I won’t have enough cash to cover both.
I’ve got to come up with a better system to manage cash flow.
I started my business with excitement and the dream of building something valuable—something that could support my future and bring joy. But lately, it feels like I’m stuck in a downward spiral.
Some weeks, cash flow is so tight that I’m losing sleep. This isn’t what I envisioned for myself! I wanted to create a thriving business, not just survive daily.
I need help figuring out what happened and how to turn things around. It’s time to reignite that spark and reclaim success!
Our Solutions
Fractional CFO Services
Many businesses would benefit from having a CFO on the leadership/accounting team. But some organizations hesitate to commit to a full-time employee at that level.
Fractional CFO services via our proven framework for achieving best practices provide the financial flexibility you need as your business changes and grows. Reduce your stress and increase your profitability by retaining us for fractional CFO-level support and guidance.
Verbeck Associates framework provides CFO and business advisory services on a retained basis to enhance profitability, cash flow and corporate value.
We implement a process for:
- Consistent accurate financial statements
- Simplified performance indicator development and tracking
- A cash flow predictability process for you and your team
- Simplified business forecast model
- Ongoing financial expertise
Transitional CFO / Turnaround Advisor / A la carte Performance and Process Improvement Projects
Does your business need quick turnaround expertise, strategic planning, or profit modeling? Look no further! We offer various dynamic services tailored to your needs, including forecasting, accountability coaching, and value mapping.
Our proven track record speaks volumes, especially in distressed situations and restructured bankruptcy scenarios. Jon Verbeck, who was recognized with the Turnaround of the Year award by the Turnaround Management Association, leads our efforts to drive impactful change. Here’s a glimpse of the expertise we bring to the table:
- Forecasting and Budgeting: Get ahead with precise financial projections.
- Strategy Mapping: Create a clear path to your goals.
- Financial Modeling and Analysis: Make informed decisions backed by data.
- Cash Flow Analysis: Ensure your business has the liquidity it needs to thrive.
- Business Process Reviews and Improvements: Streamline operations for maximum efficiency.
- On-Site Financial Training Workshops: Empower your team with hands-on learning.
- KPI Development and Implementation: Measure what matters most.
- Due Diligence / Collateral Audits: Ensure compliance and protect your assets.
- Executive Dashboards: Visualize key metrics at a glance.
- Reporting Packages: Gain insights with comprehensive reporting.
- Expense Review and Cost Control: Optimize spending without sacrificing quality.
- Compensation Package Development: Attract and retain top talent.
- Training of Accounting Personnel: Elevate your team’s skills.
- Accounting Policies Review: Strengthen your financial foundation.
Let us partner with you to unlock your business's potential and achieve lasting success!
Our Dynamic Approach to Your Financial Success
- Collaborative Review: We will examine your financial statements and overall situation together to craft a comprehensive 180-day action plan tailored to your needs.
- Transparent Pricing: We establish a monthly investment, typically between $6,000 and $7,500, ensuring clarity and alignment.
- Streamlined Financial Processes: Our team partners with you to enhance the efficiency and accuracy of your financial close process, saving you time and resources.
- Cash Flow Mastery: We implement the powerful 13-week Cash Flow Process to give you a clear view of your financial landscape and enhance liquidity management.
- Performance Metrics: We identify and establish key performance indicators that drive business growth and profitability.
- Weekly Engagement: We work with you and your team weekly to reach established milestones and maximize profit outcomes.
- Proven Results: Our clients consistently experience a boost in productivity, revenue, and profit—your success is our mission!
How to Work With Jon - Your Next Steps
- Complete the Business/Business Owner Questionnaire to help us understand your needs.
- Gather your Financial Information using the Financial Information Checklist to gather all necessary financial data, setting the stage for our work together.
- Set up a 15-minute quick call with me - no strings attached! This is a chance for you to gain valuable insights tailored to your situation.
Bonus steps:
Download essential insights from The 10 Common Mistakes Business Owners Make, and start receiving my monthly newsletter.
Access and put into practice my 13-week cash flow process from my resource page.
Take a close look at your trailing 12 months of financial statements to identify trends and areas for improvement.
Why Wait?
Missing the chance to connect with me could mean losing profits and facing ongoing cash flow challenges.
Don’t let the stress of meeting payroll keep you up at night.
It’s time to take action. Your business has untapped potential, and together we can unlock it. Reach out today!
Text "Strategy Session" to 315-243-3074 to schedule your session now or Contact me today!
Let’s get started on your path to success!
Why Choose Us
World Class Support
Responsive
Results Oriented
Testimonials
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.
We have solid numbers we rely on and we are now much more profitable - on a consistent basis!
LS
CEO
Jon really helped me develop a cash flow forecast process that I still use today.
I have a handle on our cash-flow and I can focus on what I do best - sell and grow the company.
Business is still difficult, but I am sleeping better at night.
John W
CEO
Jon's framework and dashboards have helped us grow consistently with very little turbulence!
He has a great way about himself, and his experience adds tremendous value to our team.
Since he's been involved with us we have increased our revenue to now $13mm with a strong bottom line and consistent positive cash flow.
Tom K
President