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FREE CONSULTATION

TEL: 708-323-7367

DOES THIS SOUND LIKE YOU?

Contemplating at Work
  • Your business relies on you, or it all falls apart.

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  • Catch 22 - you want to grow, but need more cash; can’t get more cash without growing!

 

  • You don't have a simple way to know what's working - and what's not working - in your business.

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  • You don't know what to do to have a growing and more profitable business.

YOU ARE OUR WHY

We understand that challenges can arise at any moment when running a business. â€‹We're here to help you navigate through those challenges to make strategic decisions and break free from the uncertainty.

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By working closely with you, we design a customized financial plan that helps you achieve your unique personal and business goals—whether it’s growing your company, taking time off, paying yourself what you deserve, or rediscovering the passion that led you to start your business. We’re here to support you in your business journey.

 

 

Schedule a free consultation if you are ready for peace of mind.

THE SOLUTION

An outsourced Chief Financial Officer's (CFO's) job is to guide a business toward financial growth and profitability. You will gain the expertise of a seasoned financial and business professional without the high cost of a full-time executive hire. The process is simple, stress free and all at one flat fee per month.

Why do you need a CFO?

As your business grows, financial operations become more complex, so it is important to understand your business and know where to focus your energy. Having a trusted financial partner by your side can help you make key decisions confidently.

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  • A CFO helps safeguard what you have worked hard to build, protecting your business for the future.

  • A CFO becomes a trusted ally, crafting forward-thinking financial strategies and uncovering new growth opportunities.

  • With a CFO, you can move from reacting to challenges to anticipating and planning for them.

  • An outsourced CFO allows you to focus more on leading your business toward success.

What can our CFO do for you?

Track your profit and cash flow each month

 

Analyze what's working - and what's not each month

 

Meet for about an hour each month and provide two things:

 

A Scoreboard - a very clear way to understand the performance of your entire business.

 

An Action Plan - your CFO will give you a short list of the most important next steps that need to happen that month

 

...all so that you will stay on track to have a growing, more profitable, and successful business.

OTHER ESSENTIAL SERVICES

Business Solutions

PEOPLE CAPITAL​

We recognize the importance of your people information, so we systemize all of the important financial functions related to your people, and liaise with your payroll provider to ensure your business stays above board and your people are taken care of.

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BOOKKEEPING

We get to know your business, so we can provide customized, accurate record keeping and up-to-date financial information to help you monitor the pulse of your business​​​​

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BACK OFFICE

Running daily operations can be overwhelming, but we offer tailored solutions that combine functionality and expertise, empowering you to operate more efficiently and confidently.

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Start the Conversation
Call or Email:


708-323-7367
johnette@thebooksconcierge.com

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