No one calls us wanting better reports. Something happened, or it’s about to.

The first thing we ask is “what made you reach out now?” It’s almost always one of these six. If you see yourself here, you are not early. You are right on time.

“My bookkeeper is fine, but I have to tell him what to do.”

Taxes are once a year. You run a business twelve months a year. A bookkeeper you have to manage and a CPA you only hear from in April are not a finance team. You need someone looking ahead with you.

“I want somebody to come in and say: this is what you need.”

Most of our clients came to us because a coach, a CPA or a friend said “get a CFO,” and most didn’t know yet what that meant. You don’t need to know what you need. You just need to tell us where you want your life and your business to be.

Someone told you to

The capital event

“I’d be embarrassed handing these financials to my investors.”

A loan, an investor, buying out a partner, a board meeting you’re dreading. You know your business is strong. You want to walk in with numbers that show it, and the confidence to answer any question they ask.

Your own life

“I told myself I’ll raise my salary once things are more under control.”

You’ve been putting yourself last so the business can come first. We want you paid properly too. Then we can talk about the rest: stepping back from the day-to-day, more time with your family, or one day selling.

The cash scare

“We should have that left over, but we don’t. I don’t know where it all went.”

That pit in your stomach when the P&L says one thing and the bank account says another. Taxes, owner draws, debt and timing are hiding it, and nobody has shown you where it went.

The growth jump

“I want to know I can hire the next person and we’re going to be okay.”

A second location, a big contract, a team about to double. It’s exciting, and a little scary. You want to say yes knowing the money is there, not hoping it will be.

The advisor gap