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

The business relies on the owner or it all falls apart

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

The business owner is facing a Catch-22 situation

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 business owner doesn’t have a simple way to understand what’s working – and what’s not working – in their business

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?

The business owner does not have clear goals

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

The business owner does not have clear direction

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.

Our Finance, Operations & Strategy Self-Assessment will open your eyes to gaps in your program. It is well worth the 10 minutes to fill out.

Is Your Business Ready to Scale Up?

Your Business is as Important to Us as it is to YOU

Book an Appointment