CFO Services That Drive Million-Dollar Growth
Profitability Planning Tailored to Your Business Goals
Growing a successful business means more than tracking numbers—it’s about making financial moves that drive real profitability. Our CFO services help million-dollar businesses go beyond bookkeeping to optimize cash flow, reduce risks, and fuel sustainable growth. With insights tailored to your goals, we’re here to support your next level of financial success.
Unlock Your Profit Potential Today
Discover how we can uncover hidden profit leaks with smart financial systems and a personalized approach tailored to your business needs. In just a free 20-minute call, we’ll explore ways to turn those savings into opportunities that drive real growth for your company.
Services
Financial Controller & CFO Consulting
Our CFO services deliver tailored financial leadership that aligns with your business goals. We provide insights that not only drive profitability but also support your long-term vision for sustainable success.
Strategic Financial Planning & Forecasting
Plan confidently with data-driven financial insights and forecasts, helping you make informed decisions to fuel long-term business growth.
Profitability Consulting
Discover hidden profit potential through our profitability consulting. We analyze your financial landscape, identify inefficiencies, and recommend strategies that enhance your bottom line and foster growth.
Cash Flow Optimization
Prepare your business for a successful sale with our expert mergers and acquisitions advising. We optimize your financials for maximum profitability and ensure a clean transition by streamlining your books, positioning you for the best possible outcomes.
Proven Results, Real Profit
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$30,000 Saved Through Strategic Financial Review
In a recent financial review, we helped our resale client identify and replace an unnecessarily costly software platform with a streamlined, efficient solution, saving them $30,000 annually. This was one of several savings uncovered, directly improving cash flow and freeing up capital to invest back into revenue-driving initiatives.
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4.5x Growth
Optimized billing, established collection policies, and achieved Hub-Zone certification, enabling our waste management client to secure competitive bids and achieve sustainable 4.5x growth over 15 years.
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Cut Costs by $300,000
Our payroll restructuring services enabled a restaurant to cut payroll expenses by $300,000, aligning costs with industry standards and improving profitability.
My business gave me purpose, now I want to help you with yours.
While working at an accounting firm, I discovered that my company only had five major clients. They could be in a bad situation if they lost even one. I found new, innovative ways to recruit new clients. I became fascinated with how to make our company work better by implementing simple systems that increased our bottom line. Eventually, I also became a profitability coach and began applying those skills at my job.
When my employer offered me a partnership in their company, I surprised myself by saying no. I realized that I wanted to share what I’d learned with other entrepreneurs and businesses. I wanted to help them the way I'd helped the company I’d worked for. It felt like a big risk, but my husband and I started our own business because I knew that this was something that I was supposed to do. I’ve been helping business owners for over twenty years.
“Cindy restructured our administrative team, set more efficient processes in place, and created an enjoyable work culture for all. She found and corrected profit leaks and wasteful spending. She saved us tens of thousands of dollars. Cindy filed our PPP2 and received full forgiveness. She was also able to prove our qualification for ERC and hundreds of thousands of dollars we didn’t know we were entitled to receive. She is exceptionally well versed on new policies, programs, and procedures. There is nothing that has been asked of Cindy where she has not exceeded expectations. "
— -Richard Saldivar, TERIS Founder
Our Certifications
Certified Bookkeeper