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FREE CFO for a Day

Make Changes Today that Affect Profitability Tomorrow.™

According to the Wall Street Journal, 60-80% of business owners don’t know what their financial statements are telling them. I know what you’re thinking. “That’s not me.”

Well, prove it to yourself. Take our 1-minute quiz.

FREE CFO FOR A DAY

LET’S CREATE AN OPPORTUNITY.

Whether you have a million or 100 million in sales, the financial choices made now will impact your business’ ability to bounce back after this pandemic. Now, more than ever, business owners like you can benefit from the knowledge and experience of a CFO –but taking on that added expense doesn’t seem reasonable right now.

We want to help you resolve whatever financial, strategic, or operational problem that’s keeping you up at night.

Below are a few examples, of what we can accomplish together:

  1. Prepare your PPP forgiveness documentation
  2. Create a Cash Flow Forecast
  3. Develop a strategic financial plan
  4. Create a plan to present to your lender
  5. Evaluate your products or services for profitability
  6. Prepare a plan for re-opening our business post-COVID

WHAT YOU CAN EXPECT:

  1. MEET WITH OUR CEO:

We’ll plan a meeting for you with our CEO, Larry Chester, to discuss the program, talk about your needs, and how we can help.  If we agree on the approach, we’ll send you a joint NDA to sign.

  1. MEET WITH YOUR ASSIGNED CFO:

Discuss your company and develop a hitlist for his work during your Free Day.

  1. SUBMIT REQUESTED DOCUMENTS:

Your CFO will send you a list of the documents that will help him prepare for the work that he needs to do.

  1. A FREE DAY WITH A CFO:

Working remotely, your CFO will work with you during your Free Day to accomplish the items that you had agreed to in your planning session.

  1. SUMMARY REPORT:

Following your Free Day, your CFO will write a short report explaining what he did, and how that work has helped resolve the issues that were identified during the planning meeting.

  1. REPORT PRESENTATION MEETING:

To ensure you aren’t left wondering what it all means, we set up a meeting to review the work that’s been done. We’ll talk about what we worked on, what else we discovered and review some other steps that you might take to continue the work that we started.

Contact us today to schedule your first meeting to improve your company.

Email Aimee at akuelling@CFOsimplified.com or Call Now – 844 – I AM A CFO to schedule a time to discuss the program and your company’s needs.

 

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