Services
What the Mindful CFO can do for you
Whether you just want a quick review of your financials, a financial model built, or you need an overhaul with a monthly review to move your business forward, the Mindful CFO is here for you.
Services
How We Can Help
A fractional CFO is an important member of your team who offers high-level financial strategy without the cost of a comparably-experienced in-house CFO. Fractional CFO services include solutions to help you overcome challenges, accelerate growth, prepare for transactions, increase shareholder value, and achieve goals.
Financial Statement Review
Review your financials and explain what the numbers mean
Optimize systems for scalable growth
Ensure that the systems you’re using for financial management will support growth
Long and short term forecasting
Using historical financials to manage your company is like driving using the rearview mirror. Forecasts help you understand the impacts of today’s decisions on your company’s future.
Resolve cash flow challenges
Understand where your cash is going and how to manage it more effectively
Financial systems review
Find out if your bookkeeper is as good as they say and if you’re using the best financial processes and systems for your company.
Services
Mindful CFO Packages
Business & Financial Assessment
An exploratory call and review of your financial statements which provides you with a better understanding of your numbers, tips on how to improve cash management, ways of leveraging systems to make management easier, and an understanding of where you are in your growth trajectory and steps to take to make growth easier.
Financial Model Builder
Includes everything in the Business & Financial Assessment plus building a financial model unique to your business based on your historical financials and your growth plans for the future. Includes in-depth training on how to understand and use the model. Use it to run “what if” scenarios to understand the impacts of your decisions before making costly mistakes. Be more confident about the critical decisions that impact your business.
Financial Makeover
Includes everything in the Financial Model Builder plus any necessary upgrades or overhauls required to achieve your goals for your company. Whether it’s finding a new bookkeeper, upgrading financial systems and reporting, implementing internal controls to make your life easier, or getting ready for a transaction or new investors, the Mindful CFO can take care of it for you.
Ongoing monthly reviews and consultations can be added to any package.
If you just need a quick call to discuss questions about your business, click the button to the right and we’ll get things taken care of without a big project.
"With Paige’s wisdom, I’ll be sleeping better tonight and have an action plan to move forward with confidence."
Leslie Bradford-Scott, Founder
Free Consultation
Got questions? I’ve got answers!
Discover how partnering with a fractional CFO can help you overcome obstacles, plan for the future of your business, and support you in making the right decisions.
(719) 661-2306
info@mindfulcfo.com