Build the Right Infrastructure

Financial Makeover

 

Best for: Entrepreneurs and business owners wanting to better understand their financials and make better decisions in their business, plan effectively for the future, and build the right infrastructure to support growth.

Let’s address the issues that are getting in the way of your growth, shall we?

  • Not knowing how to see the stories in your financials
  • Profits but no cash
  • Managing your business the way you think you should (which isn’t making you happy) instead of the way that’s right for you
  • Using the rearview mirror to drive your company forward
  • Making costly mistakes with little insight into their impacts until it’s too late
  • Trying to drive sales without understanding the infrastructure required to maintain increased business levels
  • Feeling uncertain about what actions to take based on what your financials are telling you
  • Being unclear about what to focus on to get the best results in your business
  • Creating the right infrastructure (people, process, systems and controls) to support your next phase of growth and attract the right investors

Let me help you get started in the right direction today.

The Financial Makeover was made for entrepreneurs and business owners who are ready to take their business to the next level and need expertise in building the right financial systems and infrastructure to support growth.

Over the course of our engagement we will:

 

  • Review the financials of your business and learn to see past the sea of numbers in spreadsheets to understand what all those numbers are telling you (and you don’t have to be a “numbers person”)
  • Figure out where your cash is going and learn how to keep it
  • Discover ways to build your business that support what’s most important to you
  • Determine where you are in your growth trajectory and steps to take to make growth easier (especially when you don’t have the time)
  • Create a financial model that’s unique to your business that will allow you to see the impacts of today’s decisions over the next two years
  • Review together to ensure that you understand how the model works and how it can be used to make better decisions that you can be confident about
  • Review staffing to ensure that future staffing plans support your plans for the future
  • Assess the capabilities of current finance personnel
  • Find and implement any staff replacements or upgrades needed
  • Assess current processes and systems to ensure that they can scale with the business
  • Implement new systems and processes needed to support the growth of the business
  • Assess internal controls to ensure that company assets are protected without excessive time and oversight required from owners or management
  • Implement internal controls required to protect assets and meet the requirements of bankers and investors

What would a solid foundation for your business’ finance operations mean for your peace of mind and bottom line?

Perhaps it would mean finally getting clear about how to grow your business and read your financials without the frustration of not knowing where to focus and the embarrassment of not knowing how to interpret your numbers. Maybe it’s knowing that your finances are safe, being monitored by the right people with the right knowledge so you can focus on operations.  Perhaps it’s being confident that you have partners working with you to ensure that your finances will support your plans for the future.  Maybe it’s feeling like you can finally take a vacation (without working the whole time) because you feel confident that things are taken care of without your constant oversight. Maybe it would mean happier relationships at home because you feel that you can spend less time working and more time with the people closest to you.

I want you to feel that kind of confidence when you wake up every day and go to work, building your dream.

When you work with me on a Financial Makeover, I won’t just help you get more confidence in your business decisions, your systems, and your financial capabilities. I’ll also help you get more confidence in doing what’s right for you.

When you sign up for a Financial Makeover now, you’ll also get my Staffing Builder, absolutely free, to help you plan for the right staff at the right time.  Remember that you also get a complete financial model with projections built specifically for your company to help you plan your future and stop making costly mistakes that could have been avoided.

The Financial Makeover will take us about three months to complete, depending on the level of services required.  Finding great bookkeepers and implementing new systems are critical and can’t be rushed.  We want to ensure that everything works together well, and you’re confident that it’s right for you and your business.

By signing up today, you can rest assured that, as your partner, I’ll put together just the right people and systems with my Financial Makeover and you can spend less time working in your business and more time working on your business starting at just $7,500 for the first month.  Monthly fees going forward will be based on the level of requirements requested.

Paige Oldham

Many entrepreneurs have benefited from my decades of experience as a CFO at a variety of companies.  I’ve seen what works and what doesn’t and will bring those insights to you and your business.

I’m confident that you’ll love the results you’ll get, but I know it can be scary to try something new. With strangers! Who you haven’t met yet!

So why don’t we fix that right now.

Let’s get together and do a Financial Makeover, so you can start gaining much more insight into your financials and business and be more confident in the decisions you’re making about the future and create the infrastructure needed for the future of your business.

All you have to do to get started is submit your $7,500 payment for the first month to reserve your space today.

Book Now!

 

When you click the button below to book, you’ll simply schedule a call with me to begin and submit your payment.  Then you’ll receive a confirmation receipt automatically.

 

After all, building financial systems doesn’t have to be confusing and time-consuming.  It can springboard your business by providing just the right infrastructure to support your growth goals.

 

P.S. Want to talk to me first before you book? Sure thing! Here’s my contact info. Reach out anytime.

 

Email:  info@mindfulcfo.com

Phone:  (719) 661-2306

Book Your Makeover Now!

Testimonial

Paige has provided valuable insight for our company. She has condensed our essential metrics into a clear and manageable dashboard that allows us to make better-informed decisions. Her guidance has allowed us to scale more rapidly and with much greater confidence. Our business is much stronger with Paige as our fractional CFO.

Tim Bertelsman

Founder, ChiroUp (SaaS)