Technical expertise and intellectual heft.
We’ll quickly help you implement the Profit First system, generally over a few months. We’ve done this with multiple companies, so we’re aware of the various pitfalls and change management problems that interfere with a successful implementation. We also offer Fractional CFO services, so if you are reinvesting your profits and growing your business rapidly, we’ll grow with you. And then when you keep growing and are ready to bring in an full-time CFO, we’ll help you transition the appropriate services in-house. We hope to serve your needs for many years to come, but we understand that there are limits to our boutique firm, and we’ll happily celebrate your success if you need to move to a regional or national CPA firm in the future, and we’ll keep you on our holiday card list.
When you are ready to have your business work to support you and your accounting and financial systems work for you instead of against you, let’s evaluate how to use Profit First to grow your business, and start putting you on the path to greater and greater success.