Forecast your income and expenses with confidence.
Make smart hiring and purchase decisions.
Understand and improve your margins.
If you loved numbers, you’d have become an accountant.
But if you’re like most small business owners, you just... don’t.
Your P&L makes your head hurt.
You don’t know if today’s bank balance will cover what’s on the horizon.
You can’t figure out why you're not more profitable.
You have better things to do than stare at financial spreadsheets. (And that’s pretty much what we live for.)
Your CPA looks in the rearview. We help you project forward.
Here’s how our small business financial advisors work:
Together, we uncover your needs.
Many business owners are so overwhelmed by their numbers, they don’t even know where to start. We’ll help you sort it out.
We clean up your books.
We make sure everything’s in order and then create easy-to-understand reports. You’ll never have to guess how your business is performing.
You focus on what you love.
Stop worrying about your books, feel confident you're on the right track, and spend more time on what matters most to you.
Financial reports?
That sounds boring.
OK, sure: Looking at a bunch of number isn't a lot of fun. (Unless you're like us.) But it’s what the numbers tell you that’s exciting.
With the right information at your fingertips, you can:
Make big purchases without wondering if you can actually afford them.
Finally separate your business and personal expenses.
Bring on new team members with confidence.
Improve your profit margin by eliminating unnecessary spending.
Have a realistic plan to pay down debt.
Create more attractive loan and grant pitches.
Understand what your business is worth when you’re ready to sell it.
2Get CFO expertise without the CFO price tag.
Hiring a full-time CFO is pricey, and most small business owners don’t actually need one.
To get started with CFO on the Go, we request a retainer of 20 hours ($4,500). We’ll use that time to understand your goals, clean up your books, streamline your reports, and make sure you feel confident going forward.
If you’d like us to partner with you beyond the initial set-up, we offer a membership program for $599/month.
Just starting out? Feel confident your books and already squeaky clean? We’ll apply any unused retainer hours to your monthly membership.
Hey! We’re Brock and Jen.
We get how important your business is to you, and we know how vulnerable it feels to peel back the curtain on your books.
That’s why we promise a judgment-free, jargon-free experience. We’re serious about helping small business owners feel more confident about their bottom line, but we don’t take ourselves too seriously. We make the most complex financial concepts accessible—and even fun.
We’ve helped hundreds of people feel more confident and in control of their money, and we’d be honored to help you too.
