Our Process

According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.


They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on…).

However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.

If they did, these businesses would not have failed. Period.

It’s not enough to be an expert at your business. It’s not enough to have an accountant. It’s not enough to get a ‘business coach.’

What you need is someone that can do three things for you every single month.

Someone to track profit and cash flow.

Someone to analyze the strengths and weaknesses.

Someone to propose corrective actions

This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.

That’s why we exist.

We created a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year.

We’ll match you with a CFO you’ll meet with each month.

Your CFO will guide you through what we call the One Clear Path every single month.

The result: You’ll know exactly what to do to have a growing, more profitable, and successful business.

There are three main stages to the One Clear Path

Your CFO will start you at the bottom left with Stage 1.

Stage 1

Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business

Stage 2

Your CFO will uncover what your vision is for your business, and together, we'll set targets for one year and the next five years for the revenue, profit and cash flow drivers

Stage 3

Each month, your CFO will meet with you and give you a Scoreboard and an Action Plan comprising a short list of 'objectives' and 'next steps.’

You will be clear about what must happen for your business to hit your one-year and five-year targets.