Your First Step Toward Peace of Mind.
Services We Offer
Profit First Coaching
Using the proven Profit First methodology, we will work with you 1-on-1 to improve the profitability of your business and your financial well-being. Through personalized sessions, we analyze your business's financials, pinpoint areas for improvement, and implement tailored strategies to meet your goals. With our unwavering support, you'll gain invaluable insights, create a solid financial roadmap, and make informed decisions that fuel sustainable growth.
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End the struggle with cash flow
Get a regular paycheck
Get a quarterly profit distribution as a reward for running a profitable business
Have money in the bank to pay your taxes
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Profit assessment
Profit Blueprint - a plan to move you on the path to permanent profitability
Expense analysis
Regular meetings to keep you accountable and move you forward so you can have a business that supports the owner and is permanently profitable
Fractional CFO Services
We offer experienced CFO-level guidance without the cost of a full-time executive. We’ll bring a wealth of strategic financial knowledge to the table, helping you navigate complex financial challenges, optimize cash flow, and maximize profitability. From financial planning and analysis to budgeting and forecasting, we provide comprehensive support tailored to your specific needs. With our Fractional CFO services, you gain access to top-tier financial expertise at a fraction of the cost, enabling you to make informed decisions and drive your business forward with confidence.
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A fractional CFO can:
Help business owners get their cash flow struggles under control.
Provide strategic financial knowledge, tools & support so you can lead your business forward.
Advise you on strategic growth.
Works with business owners to Increase profitability, leading to a financially healthy business.
Is a great choice for businesses that can’t afford or don’t need to hire a full-time employee. After all, CFO salaries are expensive!
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Review of monthly financial statements (Balance Sheet, Profit & Loss, Cash Flow) with perspectives of the good, the bad, and the ugly
Rolling 12 month cash flow forecast (this helps the business owner make better decisions because they can see how different initiatives affect cash flow)
Projections and budgeting (this helps the business owner know how their decisions and initiatives affect profitability)
Goal setting and key performance indicators. Business owners struggle to put financial goals in place. A fractional CFO can put a plan in place to help the business owner achieve business and personal financial goals.
Profit First Instant Assessment
Our Profit First Instant Assessment Calculator is a powerful tool used to help you gain immediate insights into the financial health of your business. You will gain clarity on your numbers and uncover vital adjustments that pave the way for lasting profitability. This package features an Instant Assessment Report, a 45-minute consultation with our profit experts to explain the findings, and actionable insights to drive your financial success forward.
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This assessment will help you:
Determine the current financial health of your business
Gives the business owner clarity around their numbers
Identify key changes that can be made to put you on a path to permanent profitability
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A snapshot of the current health of your business
Instant Assessment Report
45 minute consultation with one of our profit professionals to review our findings
A copy of the report and action items will be provided
“I recently opened a second location thanks to the success of my first one, and I can't recommend Leaf Book CFO Services enough for anyone looking to take their business to the next level.”
— BRANDI TOWNSEND | Owner, Cozy Vape & Herb Shop
