The CFO BluePrints Program

You want to grow your company. And you have a great track record. But you know that what got you here, won't get you there. You need a new management approach.

Financial StrategyTalent StrategyGrowth Strategy
Strategic Planning

A strategic plan defines who you are as a business and lists concrete actions to achieve your goals.

Raising Capital

Raising capital is when an investor or a lender gives a business funds to assist with starting, growing, and managing day-to-day operations.

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.

Financial Forecasting

Financial forecasting is the process by which a company thinks about and prepares for the future.

Talent Strategy
HR Compliance

HR compliance is the development of procedures and policies that ensure you carry out fair practices according to law and regulations.

Learning & Development

Learning and development is a systematic process to enhance an employee's skills, knowledge, and competency, resulting in better performance.

Recruitment & Compensation

Provides analysis for compensation programs that support the recruitment and retention of high-quality faculty and staff.

HRIS Development

Human resource information system (HRIS) is a software or online solution that is used for data entry, data tracking, and the data management of all human resources operations of an organization.

Digital Strategy
Business Model Strategy

A business model is a structural model of how a business is going to operate in the market and how it is going to make money.

Marketing Strategy

A marketing strategy refers to a business's overall game plan for reaching prospective consumers and turning them into customers of their products or services.

Web Development

Web development is the tasks associated with creating, building, and maintaining websites and web applications

Process Automation

Process automation is the use of technology to automate repeatable, day-to-day tasks.

Our Approach

Book Consultation

Speak with our advisors about your needs.

Customize Plan

Design a plan that works for you.

Accelerate Growth

Receive recurring updates and gain access to a full management team.

Business Planning

You know that every successful business has a plan, you're just not sure how to write one that you can deliver on. We break it down into bite sized chunks and use our expertise to make it actionable.

We will help you manifest the vision and future that you want for yourself, your team and your customers. This program will provide you with a new found sense of control by establishing clear priorities to deliver on.

A small arrow that helps you go back to the top of the page.

Financial Forecasting

We don't believe in management by spreadsheet. But we do believe that when a business plan is translated into a financial model, you'll be able to measure your performance against your targets and assumptions.

Our financial forecasting process uses key business drivers to break down your plan into numbers you understand. We will keep you honest about the assumptions you made.

Progress Monitoring

Once you've set a course and you understand the underlying business drivers and assumptions, we'll help you monitor them monthly. What gets measured, gets managed.           

Initial strategies and plans are never perfect. By monitoring your progress every month, we'll help you make corrective actions to your business plan.