Your Business Success is our Passion!

We will identify your business problems quickly and get your business back on course! The first month of our Monthly Planning and CFO Consulting Services are free, no obligation to continue!  Add an experienced CFO to your team for as little as $500 per month, first month free!

Monthly Planning and Monitoring Service - $1,500 per month, first month free!

• We start with understanding your strategic objectives, both business and personal. 
• We then create a personalized written business plan or, b plan, using our MoneyRazor™ Financial Planning Template, our plan software that has been involved in raising over $20 million.
• With CFO hands-on monthly monitoring of your business strategy, we ensure you stay on course.
• We’ll quickly develop “course corrections” to get you back to your strategic plan.
• We update of your financial plan every month.  Consistent and timely strategic planning is the key to success. You always have a current business plan! 
• We will help you maximize EBITDA to maximize value by correcting and improving unprofitable operations or divisions of your company.
• We will help you improve cash flow and key liquidity measures.
• We will work with your company and advisors to get you maximum value for your business.

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Monthly CFO Consulting – Add a CFO to your team from $500 per month, first month free!

• Add an experienced CFO on retainer to your firm
• When you just need a few hours of help a month, annual and monthly contracts available
• Monthly financial analysis and accounting, finance and business management overview from a seasoned CFO perspective
• Deal analysis and business consulting from a financial point of view
• Marketing plan and sales plan review
• Accounting and financial software evaluation

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CFO Business Advisors By-The-Hour™

•  First hour $275, Two hours $400, your hourly business advisor solution.

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DYI Do It Yourself CFO™ Products

• MoneyRazor™ Financial Planning Template, instructions and CFO phone and email assistance  $497, over $20 million raised with this format!  Save hundreds of hours!
• 20 Week Money Wizard (Cash planning template) $97  Improved one client’s cash flow $300,000!
• Balance Sheet, Cash Flow, Income Statement Forecast Template  $47 Forecasting tool which integrates all three schedules.  Forecast three years by month, two years by month historical. 
• Forecast Scenario Template $47 Change sales, gross margin and operating expenses on the fly and see the impact on EBITDA
• Return on Investment (ROI), Return on Capital (ROC), Internal Rate of Return (IRR) Template $47 A must have for presentations to investors or potential buyers
• Accounts Receivable and Accounts Payable Aging Analysis Template $47 A key component of understanding your company’s cash flow
• Fixed Assets/Depreciation Template $47 List all your assets, including fully depreciated.  A must for any company sale!

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How can we help you reach your goals?

Contact us at  info@cfobusinessadvisors.com or call 720-295-8745.