chief financial officer on loan
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leaders are looking for more than just numbers from their chief financial officer to help them run and grow their business.
CFO’s are expected to have business acumen
and
be business partner, strategic visionary, communicator, confidant and creator of value.
are you getting the help you need?
oUR Chief financial officer (CFO) ON LOAN SERVICES PROVIDE THAT HELP AND MORE.
IT’S FRACTIONAL CFO SERVICES AND EXECUTIVE COACHING ALL IN ONE.
AND…..BECAUSE OF OUR EXPERIENCE, WE ARE ALSO ABLE TO BALANCE TAX STRATEGIES (WORKING WITH YOUR ACCOUNTANT) WITH THE ECONOMIES OF CREATING VALUE FOR A COMPANY AND THE CHIEF STAKEHOLDERS.
You are a smart business owner and brilliant at what you do.
We collaborate with you so you become a financially savvy CEO. As we work together you will:
Work more strategically to maximize your efforts
AND
Leverage what you already have in place.
We believe that executing sound financial practices give voice to your vision and values.
Having the right CFO on your executive team aligns your visions, values and voice with your financial strategy. So you can navigate each stage of your business journey with ease and grace.
As an entrepreneur, you move from urgency to priority in leading your company. By working with us, you not only KNOW YOUR NUMBERS, you also INCREASE CASHFLOW and PROFITABILITY.
This gives you the confidence and peace of mind that your company is funding your lifestyle, lifetime and legacy.
Logan Niles, Chef & Food Consultant
“I loved working with Audrey.
As a business coach she provides the ideal blend of savvy, practical and compassionate advice.
She provides just the right mix of tough-love with grace and helpfulness which is a true gift when you are a swamped solo entrpreneur with too much already on your plate.
Her advice and coaching is calm, supportive and allows you to be vulnerable when working with her.
I highly recommend you utilize her services to help you get organized and clear about your path forward.”
our cfo on loan services are for you if:
You are ready to take control of the cash flow - Make Money AND Spend Wisely.
You want to confidently fund opportunities as they arise WITHOUT STRESS or WORRY.
You want to increase your personal income to support your current lifestyle with EASE.
You want a dashboard of metrics and goals that keep you on track.
You want a partner who will help you fall in love with your finances.
You appreciate training and coaching with that strategic partnership.
our CFO on loan services are nOT for you iF:
Your bookkeeping is still in a shoebox.
You only do your bookkeeping once a year for tax return purposes only.
You do not have a business plan (even if on the back of a napkin).
You are unwilling to commit to planning and exploring what is important for you and your company.
You are comfortable living month to month hoping you can retire at some point in the future.
how we work together:
Bi-weekly executive meetings
Review of financial statements and other metrics to track progress of goals
Quarterly business reviews
Annual strategy meeting and business review