top of page

FREE CONSULTATION

TEL: 708-323-7367

Tel: 123.456.7890

matt-duncan-IUY_3DvM__w-unsplash (1)_edi

CFO ADVISORY & BUSINESS SOLUTIONS

Using the One Clear Path process we bring clarity to your financial landscape and help pave the way for your success. Our mission is to empower you with the support, knowledge and confidence needed to make informed business decisions.

Better Strategies. More Clarity.
Better Decisions. More Profit.

ONE CLEAR PATH

Three main paths to success

Step 1.png

​​Stage 1: Your CFO will walk you through a FINANCIAL ASSESSMENT to show you what, specifically, is DRIVING the revenue, profit and cash flow in your business.

Step 2.png
Step 3.png

Stage 2: Your CFO will uncover what your VISION is for your business, and, together, will SET TARGETS for one-year, then the next five years for revenue, profit and cash flow drivers.

Stage 3: Each month, your CFO will meet with you and give you a SCOREBOARD as well as an ACTION PLAN made up of a short list of 'monthly objectives' and 'next steps'.

​You will have absolute clarity about the actions required to reach your targets, and the support to help get you there!

Our Services

African-American-businesswoman-in-office.jpg

Your 'GO-TO' financial guide to business success

Knowledge that is personalized to your needs

With our CFO advisory and business solutions, you can say goodbye to the stress of managing your business’s finances. We will collaborate with you, working closely to gain a deep understanding of the specific needs and challenges your business is currently encountering.

 

Through our collaborative process, we develop customized strategies designed to guide your business confidently into its next stage of growth. With a solid financial strategy that aligns with your vision and goals, you can achieve business success and increase profitability.

Start the Conversation
Call or Email:


708-323-7367
johnette@thebooksconcierge.com

bottom of page