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CFO As You Grow

The CFO As You Grow Program is offered in response to an ever growing need from clients for more advanced financial management services. This program was designed specifically for small, growing companies who can benefit from the skills of a highly qualified CFO but who can’t or don’t want to make the full-time investment in one.

The primary goal of this program is to help our clients manage and grow their businesses more effectively.

CFO as you Grow Diagram

Car Analogy

50+ years ago, before the time of computer chips and advanced electronics, aside from the oil and fuel indicators, often times the first sign of a problem came when a car actually broke down.

Now-a-days cars have computerized early warning systems or "expert" feedback systems that tell owners of any pending problems well in advance. Some systems are even sophisticated enough to prompt us about preventive maintenance. All we have to do is monitor our dashboard indicators to see if we are on track or not.

Just like a car, your business needs "expert" feedback systems to tell you when things are running smoothly; systems that warn you about pending problems and keep you on track with preventive maintenance. Unfortunately most businesses are still run like cars of the past, with a limited amount of information about their company's performance. Generally speaking the information is limited to financial statements that are 30-90 days old.

Often times, this results with owners being forced to make critical decisions about their company's future without the necessary relevant information. It's a little like driving down the road with the windshield covered up; you can see where you've been, maybe get a sense of where you are, but not where you're going.

Our CFO As You Grow program includes a five-step approach to help you develop "expert" information feedback systems specific to the type of business vehicle you drive. This feedback creates a direct link between financial and non-financial indicators as well as how each department and individual performs in relation to your overall company objectives.

Specifically we seek to identify, monitor and help you improve Key Performance Indicators relating to the four primary areas of business, Marketing/Sales, Management, Operations, and Finance. Under each of these headings there are specific activities that, if fully leverage, will optimize your company's performance.


Establish baseline level of performance

Complete questionnaire

Conduct planning session

Performance review
Industry comparisons
Trend Analysis

Completed questionnaire

SWOT analysis
On-the-spot action plan

Understanding of starting point

Financial, operational, management, marketing, and industry forces highlighted, discussed, and agreed upon by management

Clearly defined and prioritized objectives


Identify KPI’s most critical to success

Establish baseline of financial and performance indicators (benchmark)

Design on-going feedback system

Critical Key Performance Indicators

Current value of KPI’s

Design of system to provide on-going KPI reporting

Agreed upon critical items to measure

Understanding of current state

KPI monitoring system design


Educate management regarding link between financial business measures and individual and team performance

Training sessions and handouts

Management team with consistent understanding of links between their performance and that of the business
Each management team member has documented performance measures


Design reporting and reward system

Report and reward system

Design of a system which will provide owners, managers and team members information about their performance on a real-time basis.


Periodic facilitated meetings to review and advise on ways to improve critical numbers


Updated plan
All management team members with common understanding of performance


Our goal is to improve the quality of information you have to make decisions with. Therefore, as part of our work together, there is often a need to conduct specific analysis on different aspects of your businesses and /or develop new information sources and systems to help you run your business more effectively. Our efforts in this area would, of course, be tailored specific to your needs.

Those services might be:

  • Activity Based Management/Costing
  • Profit Center Analysis
  • Product Mix Analysis
  • Customer Segmentation Analysis
  • Cash Flow Projections and Analysis
  • Budgeting and Forecasting
  • Employee Compensation Plans
  • Succession Planning
  • Merger, Acquisition, Joint Venture Planning
  • Plus much more. . .


Companies that enroll in our CFO As You Grow program do so for a minimum of one year. In our experience, it takes at least a year of consistent, disciplined effort to achieve long lasting results.

One of the greatest barriers to small business growth lies in owners who can not let go of day-to-day operations for fear things won't get done right. The CFO As You Grow Program puts "expert" feedback systems and indicators in place so owners can still know what's going on without having to be intimately involved with every detail of their operation. Much like sitting at the "dashboard" of a car - you won't have to lift the hood every five minutes to see if the engine is still running right. This program also lays an ideal foundation for more advanced, technology-based management information systems that most growing companies adopt over time.

And finally, having a solid performance-based incentive program can also help attract and retain high quality people to your organization. These systems create a culture of measured accountability for team members and provide a mechanism for rewarding superior performance.