Small Business CFO for Business Growth Consultation

Struggling to Manage Cash Flow, Increase Profits, or Secure Funding? You’re Not Alone. Let’s Talk About What’s Happening in Your Business—and What You Need to Do Next.

Running a mom-and-pop shop or small- or medium-sized business comes with financial challenges—unpredictable cash flow, rising costs, and the constant pressure to grow while staying profitable. These are not easy to figure out alone.

Maybe you need working capital to hire, buy equipment or inventory, expand, or take on a larger opportunity.

Maybe cash is always tight, even though the business is making sales.

Maybe customers are taking 30, 60, 90, or even 120 days to pay, while your bills are due now.

Maybe revenue is growing, but profit isn’t growing with it.

Maybe you’re considering buying another business, making a major expansion, or preparing your own business for an eventual sale or transfer.

Whatever brought you here, this consultation gives you dedicated one-on-one time to talk through the situation with our Small Business CFO for Business Growth and determine what your next steps may need to be.

Who This Consultation Is For

This consultation is for mom-and-pop shops, small business owners, and medium-sized businesses that are serious about building, funding, growing, or strengthening their business.

It may be a good fit if you are:

• Building a newer business and want to start with a stronger financial foundation
• Running an established business and need working capital for hiring, equipment, inventory, expansion, or other business needs
• Dealing with cash flow or slow-paying customers even though the business is generating revenue
• Trying to grow revenue and increase profitability
• Considering a major business decision, such as expansion or buying another business
• Planning for the future, including increasing business value, selling the company, or transferring it to someone else

You don’t need to know whether you need a CFO. You just need to know there’s something in your business you want to solve, improve, or figure out.

What Can We Discuss?

Your consultation can focus on the business issue or opportunity that matters most to you, including:

✔️ Bank & SBA Funding Positioning

✔️ Working Capital & Cash Access

✔️ Cash Flow Management

✔️ Accounts Receivable & Slow-Paying Customers

✔️ Revenue Growth & Profitability

✔️ Financial Planning for Major Business Decisions

✔️ Startup & New Business Guidance

✔️ Business Expansion & Acquisition

✔️ Exit, Transfer & Business Value

What Happens During Your Consultation?

This is not a rushed sales call.

You’ll have dedicated time to explain what’s happening in your business, what you’re trying to accomplish, and where you’re having difficulty.

We’ll discuss the situation, help you better understand the financial issues involved, and talk through practical next steps based on your business.

If your situation requires additional CFO services afterward, we can discuss those options. There is no obligation to purchase additional services.

Your Consultation

✔️ One-on-One Consultation

✔️ Up to 120 Minutes

✔️ Zoom Video Session

✔️ Regular Price: $500

Limited-Time Price: $97

We intentionally allow up to two hours because we want enough time to listen and understand what’s happening without rushing an important conversation about your business.

Many consultations may conclude sooner.

How It Works

1️⃣ Purchase your consultation.

Complete your $97 purchase.

2️⃣ Schedule your appointment.

After checkout, you’ll be directed to select a time for your one-on-one Zoom consultation.

3️⃣ Bring us the business problem.

Tell us what’s happening, what you’re trying to accomplish, and what’s getting in the way.

4️⃣ Let’s determine your next step.

We’ll use our time together to discuss the situation and identify practical next steps for moving forward.

Your Business Has a Story Behind the Numbers. Let’s Talk About It.

Bring us the problem. We’ll start there.

*** Please allow up to two hours for this consultation. Most consultations conclude sooner, but we reserve additional time so we can fully discuss your questions and business situation without making you feel rushed. ***