Our Story
Navigating the Financial Terrain of Today's Trades Industry
In the dynamic landscape of 2023, the trades industry faced a critical juncture. Recognizing this, Kimberly and Jeffrey, seasoned in the financial sector, embarked on a mission to empower small businesses. Their vision? To provide Chief Financial Officer (CFO) services in a flexible, innovative manner.
Tailored Financial Expertise for Every Need
We understand that every business is unique. That's why our services are not one-size-fits-all. We offer part-time or as-needed financial guidance, making high-level expertise accessible and affordable. Our goal is to bridge the gap for small business owners, bringing in the strategic prowess of an experienced financial executive without the overhead of a full-time hire.
Our Suite of Services: Your Toolkit for Growth
Financial Strategy: Crafting the roadmap for your financial journey
Cash flow Management: Keeping the lifeblood of your business flowing smoothly
Financial Reporting and Analysis: Translating numbers into actionable insights
Budgeting & Cost-Management: Strategically allocating resources for optimal growth
Risk Management: Safeguarding your business against unforeseen challenges
that can be leveraged to help you…
GROW YOUR BUSINESS WITH CONFIDENCE
With our tailored approach, we don't just offer services; we deliver peace of mind. Our approach is built on a foundation of trust and tailored guidance, ensuring that you're not just prepared for today's challenges but are also poised for future growth. By partnering with us, you gain more than just financial expertise — you gain a strategic ally dedicated to your growth and success. Let's build your financial future together.
Our Plan
Our team of financial experts have years of experience in the industry. We own six small businesses ourselves, and are monitoring our financial statements with the same care and detail that we use for our clients. Let us be that next member of your management team so that we can bring valuable data to the table to make decision making more informed.
We regularly attend conferences and functions with industry leaders to stay up-to-date on the latest trends, regulations, and software to ensure that we have the best information to help grow your small business. We also invest in the best software in the industry to ensure that we have the best comparables for your business. With our expertise, you can trust us to help you manage your business with confidence.
