Get a trusted financial guide to lead you to business success
The mission of Seek CFO Advisory Services is to support the critical importance of small and mid-sized businesses. We want to support the dreamers and innovators that play such a vital role in their local communities.
We provide fractional CFO services to small and mid-sized business owners. We offer financial leadership on a fractional (i.e. part-time) basis, providing strategies to improve the financial health of their businesses; and giving them piece of mind that all of their hard work will produce meaningful outcomes, including more profit and more cash flow.
Problems we solve
You receive monthly reports from your accountant, but you are not sure how to interpret them or what actions to take to improve your results.
You do not have a simple, effective way to understand the current financial health of your business.
Cash flow challenges: slow paying customers, trouble meeting payroll or paying vendors. Planning cash flow needs feels challenging or unpredictable.
Profit margins are not where you would like them to be but are unsure what actions to take.
You want to grow your business but are unsure how to finance the growth or when the right time to start is.
Meet your financial guide to being a growing, more profitable and successful business.
As a fractional CFO, we provide financial leadership to your small or mid-sized business at the fraction of the cost of a full-time employee. We distill and simplify understanding your financial results. We work with you to set meaningful business objectives and determine what actionable steps are needed to meet them. We also provide you a window into the future, helping you understand what your business projections are in the near and long-term. In short, we help you understand where you are now, and provide the financial and strategic support to get you where you want to be.
How are you different than my accountant/bookkeeper or CPA?
Both roles are focused on compliance. Your accountant or bookkeeper ensures your books are kept up to date and are clean. They provide an accurate accounting of the past. Your CPA makes sure you file an accurate tax return and may also offer some strategies to minimize your tax liability. While both are essential for your business, a CFO is more forward looking, providing strategic and financial support to meet your business objectives.
Our Process
During onboarding, we get to know the story of your business and understand your near and long term goals. We set profit and cash flow goals for the year.
Each month we will meet to provide you with:
Expert analysis on previous month financials. We simply explain in business terms how you arrived at your result for the month.
Updated financial projections for the rest of the year (rolling forecast).
A scorecard to show which profit and cash flow drivers are on are off track with your goals.
Objectives and action plans for you and your team to stay on track or course correct to meet your goals.
We will stay in touch throughout the month to help you stay accountable to your action plan; and be there to help any questions along the way.
Fill out the contact form below to schedule a complimentary right-fit meeting today.
Contact Seek CFO Advisory Services
Reach out today to schedule a complimentary right-fit meeting.