We developed our "Ask My CFO" program specifically for small business owners to provide affordable access to experienced senior level CFO Consultants and Business Advisors
Sometimes Business Owners just need somebody to talk to about their business, a "sounding board" of sorts. Some have trusted advisors in their business eco-system, including CPAs, Attorneys, Consultants and others business owners. We aren't looking to replace your other Trusted Advisors, but rather fill the void for those business owners who would like access to a senior level business advisor with a strong financial, strategic and business background, able to provide insights and guidance on issues they may be confronting in their business. And sometimes their issues are time sensitive and they may not know where to turn. We developed the "Ask My CFO" Program for such business owners, so that they can rest comfortably knowing that they have a CFO on their team, available on an as needed, flexible basis, at an affordable cost. We don't claim to know everything or have an answer to every question a Business Owner may have. However, we do have broad business experience, deep financial knowledge and an impressive group of professionals in our network, when there is a need to bring in other specialists to help you.
Our CFO Consulting Practice focuses on helping business owners take control of their future, by designing and implementing a forward looking business plan, supported by a strong financial foundation.
HOW THE PROGRAM WORKS:
This program provides several points of access for Business Owners to address their questions and issues concerning their business: 1) Zoom or Phone 1:1 consultations, 2) Monthly open group "Office Hours" featuring a topic of interest and open Q&A, and 3) Help Desk where Business Owners can electronically submit questions and receive CFO responses and guidance. There are 3 different service options available to meet each Business Owners' business and budgetary situation. You can always upgrade or downgrade your service option as your needs change.
And if you find you need some heavier lifting in some aspect(s) of your business, we offer many other services and programs for our clients.
Other Resources for Members:
All active Members of the "Ask My CFO" program will automatically receive access to the following business resources (without having to fill out forms and submit additional information):
We offer 3 Service Options to Accommodate Business Owner's Business and Budgetary Needs:
We offer 3 different options to accommodate a range of Business Owner needs. To enroll in the "Ask My CFO" program, please click the registration link and select the option that works best for you. Once your registration and enrollment is complete, we will reach out to you for Orientation and Onboarding.
As part of your membership in the "Ask My CFO" program, you will get direct 1-click access to e-books, tools and other resources to help you with your business.
We are Business Advisors with Financial and broad business Expertise. As such, we look at all aspects of your business. We specialize in providing Strategic Financial Management to Small to Midsize Businesses, helping them to map out their future plans and build a bridge to the Business Owner's vision for the business. We also are heavily focused on helping Business Owners prepare for and execute a sale of their business and/or explore other exit options. We can provide guidance or direction on a wide range of subjects, but we do not pretend to be experts in all areas of business. We will, however, usually be able to, at a minimum, suggest resources or refer you to other professionals that can address a particular issue.
During each of our monthly group virtual meetings, we will be addressing a particular subject area of business related to Growth, Building Value and Preparing for an Exit. Representative Topics to be addressed include those shown on the graphic above.
We have designed this program specifically for those business owners and entrepreneurs that have limited budgets for hiring internal or external expertise, and with 3 options to choose from, the packages are affordable for most small businesses. The specific pricing is available in the Registration process.
The Ask My CFO program is designed for small businesses, from start-up/early stage companies to established businesses up to $25 million in revenue. We provide business and financial expertise, that is applicable to most types of businesses and industries. The most important characteristic of a prospective client is the desire to learn, think differently and wants to improve their business.
Absolutely! One of our areas of expertise is in preparing a business for a sale and/or helping to execute the actual sale of a business. We can provide Exit Planning guidance even if you are 10 years away from wanting to sell your business.
You can upgrade or downgrade your package at any time (effective with following month-end). We will simply adjust your fees accordingly going forward.
At a minimum, we can point you in the right direction. We also have a deep network of professionals we can refer you to for a deeper dive in a particular area.
We are happy to discuss any of our services with you. The "Ask My CFO" program is desirable for some businesses that either don't have the financial resources for some of our other services, or that want to "try before they buy more". You may discover that you would like to engage us for one or more of our other services either in addition to or instead of the "Ask My CFO" program. We are flexible!
The "Ask My CFO" packages are offered at a deeply discounted rate in order to be able to help more businesses owners. Even if you don't need or want everything in a particular package, it is almost certain that you will be getting more value than your investment in the program even if you just utilize the monthly calls to discuss your business concerns.
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