You shouldn't have to be your company's bookkeeper, controller and CFO.
You run sales, operations and people. At night, the finances. Every big decision is a gut call because the numbers arrive late or not at all. It's working, mostly. It doesn't scale, and you know it. This page is about the owner's life, not an industry.
What normally reaches the owner, and who handles it instead
"Has this customer paid yet?"
Receivables and collections →"Can I pay these bills?"
Payables and cash management →"Payroll needs approval."
Payroll administration →"The CPA has five questions."
CPA coordination →"The bank needs updated financials."
Lender reporting →"We hired someone Monday."
Onboarding, payroll and benefits coordination →"Why did insurance go up?"
Expense and vendor review →"Are we actually making money?"
Reporting and KPIs →"Can we afford another employee?"
Forecasting →"Should we open another location?"
CFO analysis →You stay involved where an owner's judgment is required. We handle the rest.
What the owner gets
More time
Less financial administration reaches you.
Better visibility
Know where the business actually stands, by the 15th.
Fewer surprises
Books, cash and reporting stay current.
Better decisions
See the financial impact before committing.
Follow-through
Someone owns the process after the meeting ends.
Accountability
Goals turn into measurable plans that get reviewed.
You started the company to run the company, not the books.
Someone should know why an expense increased, not merely categorize it.
Being profitable doesn't automatically mean having cash.
The owner shouldn't be the connection between the CPA and the accounting system.
A financial report that arrives too late to change anything isn't very useful.
You shouldn't need three people to answer one financial question.
How it starts
Pattern recognition, not age. We've probably seen some version of what's happening to you.
How it works, step by step →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.