CFO advisory for founder-led B2B service businesses

We're busier than ever.
Why is cash still tight?

For founder-led B2B service businesses with 10 to 50 employees, like managed IT companies, agencies and consultancies. Ten quick questions will show you where your numbers stand and what needs attention first.

You've outgrown running it by yourself.

You started this business to own your time and your money, and because you were great at the work. For a while it was just you. Then the clients kept coming, you built a small team, and the work started outrunning you.

Now there are 10, 20, 30 people, and you're still running it like it's just you. Every sales call, every client complaint and every fire lands on your desk. You're working more hours than ever. Revenue keeps climbing, cash keeps getting tighter, and some months you take home less than the people you pay.

That's the moment the business needs you to be its CEO. And it's when you want a CFO in your corner.

I'm Anthony Jones, a CFO advisor for founder-led B2B service businesses. More about me →

• Your biggest client wants your whole team on their fire. Payroll's Friday, and they won't pay you for another 45 days.
• You had a record year of billings, but the bank balance barely moved.
• Every sales call, every client complaint and every decision still goes through you.
• You take home less than some of your employees.
• A software vendor just raised per-seat prices, and you have to decide whether to eat it or pass it on to clients.
• A client contract or your insurer now requires a tool you never priced into your retainers.
• Your retainers haven't gone up in years, and you're not sure how much to raise them or how clients will take it.
• You just hired your 10th person, and you're not sure your client work is priced to carry the team.
• You just hired your first manager who isn't billable, and you need to know the role pays for itself.
• You landed or lost a client worth a big slice of your monthly revenue, and the whole year shifted overnight.
• Someone asked about buying your firm, and you're not sure what it's worth or if you're ready.
• Without a clear plan, growth opportunities go unnoticed and every hire or price change feels like a guess.

Plan where you want to go

I won't just slash costs and hold you to a budget.

A budget starts from what you have and tells you what you can't do, and plenty of owners skip it and guess instead. A forecast replaces both. We plan where you want to go, not just what you can afford.

1. 01

   Discovery

   Where you are, and where you want to go.

   • How you got here
   • Your goals, personal and professional
   • What's in the way
2. 02

   Orientation

   Set the target.

   • A cash flow target for the year
   • Built from the few things that drive it
   • Locked in only when it's worth chasing
3. 03

   Alignment

   Set the business up to hit it.

   • The right people, processes and tools
   • Clean numbers every month
   • Action items off your plate
4. 04

   Clarity

   One page, every month.

   • Identify the problems
   • Prioritize what matters most
   • Act on a written plan
5. 05

   Freedom

   Your business, your choice.

   • Keep it
   • Grow it
   • Sell it