You have an accounting team. What you need is financial leadership.
Your people are good at accounting and can still need a CFO. The books get done. Nobody is turning them into reporting the owner can act on, a forecast the bank can test, or a plan for next year.
What we set up
A bookkeeper or two, an office manager who does payroll, a CPA who visits in March. The close takes three weeks because nobody owns the calendar. The balance sheet has accounts no one reviews. Reports are built for the CPA's convenience. The owner reads the bank balance because it's the only number that arrives on time. The staff know something is missing and can't name it, because the missing piece is the job above theirs.
What we do with your team
— Lead the accounting staff and set the close calendar they work to.
— Review every balance sheet account monthly, and their work behind it.
— Write the procedures, then train the people who will run them.
— Build the management package and the scorecard the owner reads.
— Own the forecast, the bank relationship and the CPA coordination.
— Sit with the owner once a month as the CFO, and take the call in between.
What stays the same
— Your people keep their jobs. A good bookkeeper becomes better supported, not redundant.
— Your software. We won't make you switch to get our reporting.
— Your CPA and your bank. They get a better package and a direct line to us.
If what the company needs is a full-time CFO with a staff of ten, we'll say so, and help you hire one.
What changes
What you get
Financials within 15 days with commentary, a scorecard, a forecast, and a monthly review with a CFO who has read every account.
What improves
The team works to a calendar, knows what good looks like, and stops depending on the owner to spot what's wrong.
What you can now decide
Hiring, expansion, debt and distributions on numbers you trust, with a lender package ready when the bank asks.
Where to go from here
Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.