The Benefits of Having Scott on Your Team...

Don’t become a fatality listed in the next Small Business Administration obituaries! Put Scott Gregory, Your Trusted CFO, on your team today to provide laser-like guidance on your finances

 

Warning #1: Your banker just laughed (behind your back) at your financial reports. CFO Benefit: Scott will help you take corrective action to make the laughter subside. Warning #2: You only know where you stand once a year at tax time. CFO Benefit: Get monthly snapshots of the financial well-being of your business. You need them. Warning #3: Every job or project you do may be losing you $ and you don’t even know it. CFO Benefit: A better understanding of job costs within your business. Warning #4: Bad Books = Bad Decisions. CFO Benefit: Accurate books = Informed Decisions. Warning #5: You handed your tax accountant a mess last year. CFO Benefit: Proper accounting simplifies your tax preparation and lowers fees. Warning #6: Your exit strategy is in peril because you are embarrassed to hand over your financial reports. CFO Benefit: Scott will help you get your finances in order to be ready. Warning #7: The average small business loses $126,000 due to internal fraud. How much is yours at risk? CFO Benefit: Scott can help you review internal controls and implement improvements.

 

 

Benefit #1: Allows you the security of knowing a trained expert is looking out for you and your finances. You know how to make it. Scott will help you keep track of it! Benefit #2: Provides strategic insight far beyond debits and credits. Scott offers insight on cash flow, profit improvement, expense management, selling and promoting your business on the web, IT management and much more. Benefit #3: Gives you the confidence to deal with bankers, business brokers, and others who need to peer into your finances. Don’t be embarrassed any longer by the state of your accounting.

 

What’s Included for Qualified Businesses… Comfort – A trained set of eyes on your accounting systems Assurance – Your accounting and finances are being cared for by a trusted expert Peace of mind – You can focus on what you do best AND get timely and accurate financial guidance PLUS: Are there problems lurking in your accounting? A review of your accounting activity and ledgers Is your accounting accurate? A review of bank and credit card reconciliations How did we do this month? A profit and loss report How did we do last month? Last year? A comparative profit and loss report Ideas and suggestions for improvement of your financial results and profitability One-on-one phone/web consultation for 1 hour to review and discuss your results with a trusted expert Discounts on special projects or other services Regular price: $595/month. Your price: $395/month or $695/quarter.

 

What’s Included for Qualified Businesses… Comfort – A trained set of eyes on your accounting systems Assurance – Your accounting and finances are being cared for by a trusted expert Peace of mind – You can focus on what you do best AND get timely and accurate financial guidance PLUS: All the services in the Gold package above. What you own and owe. A balance sheet report. Is my business worth more this year than last? A comparative balance sheet report. Who owes me, how much and how long. An accounts receivable aging report. Recap of cash in and cash out. A cash flow report. One-on-one phone/web consultation for 90 minutes to review and discuss your results with a trusted expert. Ideas and suggestions to boost revenues and monitor/control expenses. Discounts on special projects or other services Regular price: $795/month. Your price: $595/month or $995/quarter.

 

 

For the business not quite ready for the Gold or Platinum services. What's included: Review and candid assessment of current accounting systems and suggestions for improvement. Discussion with bookkeeper to review current trouble spots. One-to-one consultation with you about your short-term and longer-term goals for the business and current areas of concern – 90 minutes. Discounts on special projects or other services. Regular price: $795. Your price: $495.

 

REMEMBER! Scott will focus on ways to improve your cash flow, profitability and strengthen your accounting systems and your tax CPA will focus on ways to lower your taxes. This way, you get the best of both worlds and the most value for your business! Scott’s CFO services are NOT designed to take the place of your tax CPA. In fact, his work for you will actually simplify things for your tax CPA at year-end!