How it works
How we'll work together.
Five steps, the same for every client, built around your goals.
Our proven 5-step process
A simple roadmap from where you are today to where you want to go.
- 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
- 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
- 03
Alignment
Set the business up to hit it.
- The right people, processes and tools
- Clean numbers every month
- Action items off your plate
- 04
Clarity
One page, every month.
- Identify the problems
- Prioritize what matters most
- Act on a written plan
- 05
Freedom
Your business, your choice.
- Keep it
- Grow it
- Sell it
Step 4 · Clarity, every month
A simple path from busy to in control.
It starts with one page: twelve areas of your business, each marked green, yellow or red.
Identify
The scoreboard shows what's working and what isn't. We find the problems quietly costing you cash, time or sleep.
Prioritize
Not everything is urgent. We pick the one or two problems that matter most right now and set the rest aside on purpose.
Act
We build a written plan that moves you toward your goals: who does what, by when. Next month, the scoreboard shows if it worked.
What changes when we work together
| Typical CFO help | Working with Anthony |
|---|---|
| Tells you what happened last month | Helps you decide what to do next |
| A stack of reports | One page, twelve areas, green, yellow or red |
| A budget built from last year | A plan built from where you want to go |
| Shows up when there's a problem | A monthly rhythm and a written plan from every meeting |
Best for founder-led B2B service businesses with 10 to 50 employees.
The monthly rhythm
- After your books close each month, I update the cash forecast and review what changed. We pick the two decisions that matter most.
- We meet and agree on who does what, by when. You get a one-page recap the same day.
- Every Friday you send a short update on your action items. If I haven't heard from you, I check in on Monday.
- Once a year we reset targets and review the fee.
How often we meet depends on the engagement: monthly, twice a month or weekly.
What I don't do
I don't do bookkeeping, tax returns or audit work, and I don't take on turnarounds. If your books need cleanup, I'll help you find the right person, and the cleanup runs alongside our work.
Questions owners ask →Getting started is simple
What to expect
- A 30-minute right-fit call on Zoom
- No cost and no obligation
- An honest read on whether we're a fit
- If we are, a proposal built around your business
Not ready to talk yet?
Take the free CFO Readiness Scorecard. Ten questions, about 2 minutes, and you'll see which areas need attention first.
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