Welcome to our "Ask My CFO" Program

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):

• Access to Business Value Building Resources, including Videos of each the 8 Key Drivers of Company Value
• Access to our Library of Business Resources and Tools for Small Business owners

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.