Services Detail

CFO Services

We Strengthen Small Business

Our Mission is to lead small businesses into strategies that produce long term successful results

Why All Businesses Need a CFO

Big Businesses Have CFOs to:

  • Track profit and cash flow
  • Analyze the financial strengths and weaknesses
  • Propose Corrective Actions

All Businesses Need Someone to:

  • Track profit and cash flow
  • Analyze the financial strengths and weaknesses
  • Propose Corrective Actions

The Five Challenges Facing Most Business Owners

  • Business owners are already working as hard as they can
  • If they take a day off, their business doesn’t run as smoothly
  • They’re working incredibly hard with little to show
  • Their employees are typically making more money than the owner
    (with much less risk, stress, and work)
  • The owner feels like they are on a hamster wheel going 90-mph;
    they’re tired and overworked but they’re afraid to get off that wheel for
    fear of their business falling apart
  • They want to grow their business but need cash to do so
  •  …but, they can’t get more cash without growing their business
  • They started this business because:
    » They are an expert at their ‘craft’ (i.e. a dentist starts a dental business)
    » They want freedom of time (being in control of their time)
    » They want freedom of money (being able to make as much as they want)
  • Because there is the perpetual ‘lack of cash’ the business owner simply is
    forced to work harder to compensate and, thus, becomes the bottleneck
  • The only way to remove themselves as the bottleneck is to generate more
    cash…
  • …but they have no idea how to do this
  • The typical financials (P&L, Balance Sheet, Statement of Cash Flows) are
    made for accountants – not business owners
  • They are confusing…and they don’t tell the whole story (where are leads and
    retention rate on those reports?)
  • It’s hard for a business owner to know what’s working – and what’s not –
    simply by looking at these reports
  • To make matters worse, the ‘numbers people’ in their lives (like their
    accountant and bookkeeper) seem to always be speaking a foreign language
  • How can business owners make decisions when they don’t understand
    what’s going on in their business?
  • Most business owners don’t have clear and well thought out goals for the
    things that matter most (the metrics that drive revenue, profit and cash flow)
  • How can a business owner know if they’re making progress daily/weekly/
    monthly if they don’t know where they want to end up?
  • This is the equivalent of getting in the car and driving without a clear
    destination…you’ll waste a lot of gas and a lot of time
  • However, this is typical of most business owners – they’re ‘driving’ without knowing exactly where they want to end up
  • Business owners are incredibly busy every day
  • However, the majority of the things they work on daily (i.e. fighting fires)
    are not going to make a difference on the things that matter most:
    increasing profitability and cash flow
  • Because no one is giving them guidance they are relying on their ‘gut’
    and ‘intuition’ – which is usually spot on when it comes to the craft (i.e.
    dentistry tasks) but not strategic tasks (i.e. making more money)
  • They simply don’t know what to do next to have a growing and more
    profitable business

What Business Owners Are Looking For

Someone they trust to tell them what to do to have a growing and more profitable business.

At Gunderson’s CFO & Bookkeeping we understand your entire business from a strategic standpoint and a financial standpoint and can help guide you toward having a growing and more profitable business.

Existing Customers

Talk Directly To Your Team.

Ready to take control of your bookkeeping and tax needs? Our experienced professionals are here to provide you with tailored solutions, ensuring your financial records are accurate, compliant, and stress-free.