My job is to first understand or define together your business goals and then help you discern what you need to do to achieve them. Discerning the key drivers of your business and which strategies can change them is some of the highest-value work that any CFO can do with you.

The core changes most businesses need are around Strategy, People, and Process. Those are sometimes finance issues i.e. Fixing Cash Flow problems, pinpointing the source of lower than average profits etc. But they are always driven by business practices. 

That's why my focus as a CFO always starts with a forensic analysis of your financials and data, but ultimately leads to sharing the story of your financials with you and your team. Then we move to collaborating on the strategies and changes that will lead to better business results. This methodology increases your Profits, Company Valuation, and Cash Flow.

Since my work is Strategic in nature (What should we do and Why), we'll need to leverage competent hands-on resources in Accounting, Finance, and throughout your business to bring about the change you want. 

1. An Executive level contact who is vested in the success of our engagement with weekly communication and internal influence with your team.

2. Competent Accounting Resources in place OR the ability to invest as needed. Most companies on their 5-50MM journey have been focused on paying the bills and closing the books monthly in accounting. As we seek to cull better insights to drive business performance that will generate projects and transformation in accounting. We will need a Sr. Level hands-on person to drive those projects and change. We can bring that resource to the table if you don't already have them on your team or via your accountant. 

3. Data Analysis/Reporting/Modeling is a growing need for all companies at this size. We'll likely have projects or ongoing work that we identify that is high impact and high value for you to invest in. An ability to accomplish this with internal resources or strategically invest your way to better results is needed.

No, we work with your existing accounting team (internal or external) to optimize their work and add strategic finance that increases profits, cash flow, and growth.

Yes, if your current team is not meeting the needs of your business we can either help you transform that relationship OR we have a network of people we can introduce you to.

Prior to the Profits and Growth workshop, we identify benchmarks for your company that we compare your current and prior year profit % against. These benchmarks provide initial direct on how you compare to competitors and if there are opportunities to improve?

Preparation and Experience. 

Preparation: Before we lead a workshop we review your recent financial statements, identify benchmarks for profit and valuations, and have your leadership team complete a quick survey to provide insights on the business. 

Experience: I’ve led workshop style sessions for close to 20 years with approx 1,000 companies. We combine that experience with the pre-work, and your team’s boots on the ground knowledge to create high-value insights in a short-period of time.  

I am a Remote-First Fractional CFO. I do work with clients across the US (and sometimes internationally). If a new client is local to the Greenville, SC market (where I live), we can do the Profits and Growth workshop in-person as well as the 1st weekly workshop in the accelerator.

• Leveraging Financial Analysis to Prioritize our Transformation
• Shareholder Goals: Exit Strategy, Distributions, and Enterprise Value 
• Cash Flow Optimization 
• Structuring New Debt and Refinancing current Debt  
• M&A: Do Acquisitions have a place in your growth strategy?
• Tax Plays: R&D Tax Credit, PPP, ERC, EIDL, QSBS  
• Profit Plays in Revenue 
• Profit Plays in COGS 
• Profit Plays in Sales, General, and Administrative Expenses 
• People Strategies that increase Profits and leverage growth