Get Started
Transforming Your Business
Get Started
We are excited to talk to you and explore how we may be able to help you with your business and personal goals.
To schedule an initial meeting, we ask you to fill out a short Discovery Call Questionnaire first.
After you complete the discovery form, you will be taken to a page to book a complimentary one on one call.
Hear What Our Clients Are Saying
Client Testimonials
"We find value in full accounting services and the expertise. I don't have to have an employee on staff with accounting and payroll expertise. I find that the rates are cost effective for the services that we need."
Jeff Raines
Owner of Raines Architecture
What Our Clients Are Saying
What Our Clients Are Saying
"Working with CFO services has benefited my business tremendously around the idea of learning the profit first system and having someone help me to implement that."
Tisa Johnson
Senior Transitioning Services of Central Iowa
We Have Happy Customers
"The benefits we have received since we began working with CFO services are quite a bit. The number one that I can think of is time, you know, once again, as all small business owners know it is. You know, your time is valuable and it allows me to focus on expanding product lines or going out and meeting with customers when I'm not tied to my desk."
Dave
Range Masters Training Center
Benefits of a Scheduling a Call
- Gain confidence with enhanced financial clarity.
- Identify hidden opportunities and reduce unnecessary expenses.
- Uncover actionable ways to improve your cash flow and bottom line.
Take the first step toward maximizing your results.
Costs of Not Scheduling a Call
- Lack of financial clarity leading to stress and confusion.
- Continue leaking opportunities from bottlenecks and blindspots.
- The cost of delaying action could cost far more in lost revenue and missed potential.
What We'll Cover in Your Clarity Call
Experience the difference of having a Certified Profit First Professional
work with you to achieve your business goals.
- Your Vision & Goals
- What’s Working & What's Not
- Challenges to Tackle
- What Solutions You Are Seeking
- Financial Clarity
- Expenses
- Cash Flow
- Profitability
By the end of our call, you'll leave with more clarity and confidence on the steps you can begin taking to achieve the goals that are most important to you.
