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The CFO As You Grow Program

This program is designed specifically for small business owners who can benefit from the skills of a highly-qualified CFO, but who can't or don't want to make the full-time investment in one. The primary goal of this program is to help our clients manage and grow their business more effectively.

Core Program

  1. Comprehensive Analysis and Planning - Business Performance Review - Industry Comparisons, Benchmarking, and Trend Analysis. Plus a Planning Session to help clients set realistic goals for the company's growth.

  2. Key Performance Indications Identification and Monitoring System Developmenti - Capture your company's Cycle of Customer Interaction to identify KPI's that are critical to a company's success. Establish a baseline of financial performance indicators relating to the company's current scenario.

  3. Financial Literacy Training to educated the company's team about the link between financial indicators and performance indicators.

  4. Report and Reward System Development - Help the company design the system that is right for their situation.

  5. Monthly/Quarterly Review - Measure, monitor, and meet with the company to review and advise on ways to improve critical numbers.

If you want to start improving the quality of your business decisions, you have to start by improving the quality of your information. This program is designed to facilitate that truth, at a cost affordable by small business owners.

For a more detailed program description, please call us at 1-415-289-5050, or e-mail us at info@cfoplus.net.

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