Get the benefit of having a CFO-quality partner, at a fraction of the cost!
Financial leaders Jeff Meziere and David Novosad are here to help
What Is a Virtual CFO?
We help entrepreneurs monitor and analyze the financial health of their business. We provide a Performance Platform, customized to your needs. And, we do it all virtually!
Our team of financial experts provides support in the following ways:
- Corporate Performance Platform
- Operating Reviews
- Key Performance Indicators (KPI's and Measures)
- Budget Planning & Forecasting
- Revenue & Cost Assessment
- Analysis & Discussion of Proposed Recommendations (Working Together)
- Strategic Planning & Ongoing Support
How are we different?
We are not only financial leaders, we are "operators". We understand the complexities and challenges of running a business, and we consider all aspects of your business as we provide support to you.
Our approach simplifies the insights that are important to your business. We help you identify and focus on what's important to your success; the metrics that help move your business forward.
The value in working with us comes in how we use and analyze the data to help you execute. Our goal is to provide you the tools to make better-informed decisions, looking forward into the future instead of the rear-view mirror.
You know your business better than anyone; and we engage in meaningful conversations with you to help you make improvements.
How It Works
Financial Inspection: A preliminary assessment of your current operating position (customized to your specification and needs), we assess where you are NOW and help you address your immediate concerns.
Operating Brief: We analyze your data and see what the numbers are telling us. We identify areas of opportunity for improvement and areas of concern. As part of our analysis, we capture our suggestions and/or recommendations.
Monthly Operating Review: We host a virtual meeting with you every month, and review your data. We answer your questions and begin dialogue around our suggestions and/or recommendations. This is a collaborative effort, where you are an active participant in the conversation and we provide you the guidance you need.
Quarterly Operating Review: Every 3 months, our virtual meeting covers a more in-depth review of your company's performance and execution.
Establish your KPI's: We work with you to help you identify your Key Performance Indicators (KPI's). It's important that you measure and monitor the things that are important.
Get Your Books in Order: We work with your accounting team to clean up your books, allowing you to see timely and accurate financial information.
What Is The Cost?
Let’s talk! We do not charge for an initial consultation.
You can get access to a Virtual CFO, starting at $1,500 per month (that's a fraction of a full-time CFO).
Every business is unique and at differing stages in progress. Allow us an opportunity to get to know you and understand your needs. We can customize a plan to help you accomplish your goals.