Modern CFO
Fractional CFO and Advisory Services
Tomorrow's financial success starts today: optimize cash flow, maximize profits, and secure your business's future with expert CFO guidance.
Do any of these questions bring anxiety about your business:
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Unsure of the financial health of your company?
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Facing a cash flow crunch?
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Profits not where you expect them to be?
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Ready to grow, but not how sure how?
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You are not alone. The demands of running a business can turn any owner into a "Chief Everything Officer." With so many responsibilities, maintaining a clear focus on financial goals can become difficult.
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This is where Modern CFO services can help!
We are a Fractional CFO and Advisory firm bringing over 20+ years of experience helping businesses like yours thrive and succeed. You’ll get customized solutions and the full experience of a seasoned finance professional, at a fraction of the cost of a full-time hire.
3.6x
Average ROI
27%
Average increase in Margins
41,600+
Hours of experience helping businesses grow and succeed
What does a Modern CFO do?
As your company grows, so does your team. Accounting only focuses on past performance. To support growth, you need a partner to execute your financial goals and vision for the future.
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At Modern CFO, we dive into the past, present and future, asking:​
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Past: How did we get here? What worked and did not work? And why?
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Present: Are we where we want to be? What’s working and what’s not working? And why?
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Future: Where do we want to be, and how will we get there? What are the roadblocks ahead? Do we have the proper tools to achieve our goals, and if not, what steps are we taking to get there?
We provide long-term strategic solutions on top of your existing accounting functions, holistically looking at the past, present, and future.
This is our area of expertise; we provide fractional CFO services that'll help your company better prepare for the future
*Accounting- Most functions typically outsourced to an Accounting or CPA firm
Our Services
Our tailored financial services boosts decision-making, strategic planning, and risk management, fueling sustainable growth for lasting success. Services we offer include:​
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Our Process
Step 1
Discovery Call
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A 20-minute call to work out if we can potentially help you.
Step 2
Free Financial Assessment
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We will have a closer look at your financials and other business metrics, uncover any red flags, and spot any opportunities for growth.
Step 3
Proposal
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We will create a tailored proposal structured around helping you hit your goals and overcoming any obstacles you are facing.
