Testimonials

If you want to maximize your wealth, you must understand how your actions affect your cash flow to make the best decisions. This system is the objective way to do this.

You can plan clearly your goals in the financial model and have the data and an advisor to keep you on track to your goals.

A CFO is a a Chief Financial Officer which is in charger of deciding whether an action in the business is profitable or not. They help you make money from what you do. 

All large companies have one and they are expensive.

A fractional CFO is a way to give smaller companies access to this service outsourced and part time so it’s affordable. 

The purpose of all this is to grow your business by getting better clarity of how it works.

This is a system to give you a birds-eye view over your whole business built on the data specifics so you can make wealth maximizing decisions.

This system organizes clean data collection, then visulalizes and analyzes the data, and then makes sense of the data in terms of cashflow using the financial model.

The key performance indicator that this system attempts to improve is your business’ overall valuation and your wealth.

We will transform the way you collect, display, and use information.

This includes building infrastucture to collect, store, visualize, and analyze your data such as dashboards. 

Your financial model, is a tool to help you make financial sense from the data.

Reports can be created upon request.

Lastlly a human being is there to use that infrasructure to keep you on track and advise you based on the numbers.

Depending on your business’ complexity, it can take up to 3 months for the building phase, in which we get to know your business, build you a custom system to collect your data and move it to where we need it, build you dashboards that visualize and a finacial model to analyze your data.  

Once built, the ongoing phase consists of a meeting once a month to set goals for next month and analyze goals and tasks from the previous month. There are also a number of hours included each month for updates, modeling and building new infrastructure, and reports and advice.

Any entrepreneur or prospective entrepreneur that wants to best take advantage of quantitative analysis in their business and to give them objective decision support their gut. This is most valuable for growing small  businesses.

Accounting deals with the past, finance deals with the future. We can use the numbers that you get from your accountant in your forecast for the future and guide your growth strategy. Accounting can’t account for your vision of how you plan to expand your business then strategize your cash flow to get there. On the other hand, we don’t deal with reporting to your tax authorities.

It is often quite helpful to work with founders who have a financial background because in the end, it is financial concepts we are trying to communicate and the more familiar you are with them the more you will get out of the knowledge.

The entire system spans many disciplines in data and financial areas, giving you a professional product and an advisor to give an objective opinion.

This can be a great gut check for someone with a small to large background in finance.

We work a set monthly fee for minimum a 12 month contract. Like a part-time outsourced employee.

Prices differ based on the complexitiy of your business.

For this set monthly fee you get all your infrastucture built, a monthly meeting, and a number of hours for extra data or finance work per month. Per hour charges apply if you need more time. 

Set up a time to chat in our calendar and we can get started as soon as possible.