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You need a STRATEGIC

voice leading your finance team

Do these questions sound familiar?​

  • Why am I not profitable?

  • How much should I charge?

  • When should I hire?

  • How much should I pay myself?

  • Should I be an S-Corp?

  • Should I buy a competitor?

CFOAdam creates Profitable Strategies for Business Owners like you EVERY day with a

Strategy Session

Don't join me if you

  • Have reached Financial Independence

  • Are surrounded by Strategic Advisors

  • Only make great decisions

  • Won't take advice from people with years of experience

  • Don't have $1,000 😥

  • Hate 100% Satisfaction Guarantees

Join me IF you're ready to

  • Tap into the expertise of a Growth-Focused CFO

  • Grow YOUR business

  • Improve your Pricing

  • Make More Money

  • Sell More Confidently

  • Give Fewer (or NO) discounts

  • Learn things you didn't know about

  • Consider options you never considered before

How much more PROFITABLE would you be if you had custom-tailored
Strategies for your business?

Things that are NOT potential

results from a Strategy Session

  • Doing everything yourself

  • Only 1 option to move your business forward

  • One-size fits all advice

  • Just getting strategies without any way to realistically implement them

  • Continuing to customize every future sales proposal

  • Still not getting your most important questions answered

Things that ARE potential

results from a Strategy Session

  • Being able to realistically achieve your business goals surrounding revenue and profit

  • Clearly analyze data from your business

  • Assess your staffing model

  • Consider new service offerings

  • Analyze your current service offerings

  • Multiple strategies to choose between

  • In-the-moment analysis based on where the conversation is leading us

  • Examine buying another business

Do you ever wish you had one more STRATEGIC person on your team?
A Strategy Session gets you exactly that
Business Strategy On Demand

What it ISN'T

  • A One Size Fits All "Formula"

  • A basic review of your financial statements

  • Ongoing CFO services
    (unless you want it to be 😉)

  • A pre-recorded webinar​

  • A lead generation service

  • A gabfest

  • A waste of your time

  • A therapy session

What it IS

  • Profitable Strategy Options custom-tailored for YOUR Business

  • Strategies you'll be able to implement quickly

  • A fresh set of eyes to look at your business with finance-tinted lenses

  • A fresh set of ears to listen to how you talk about and position your business

  • The beginning of the next (more profitable) phase of your business

Ready?

CFOAdam's #1 goal is YOU Make More Money!

In the Pricing Intensive CFOAdam will create a Profitable Strategy Options for YOU that actually work in the real world of business

Why CFO Adam?

(Why not?)

 

But, once you've moved beyond that he is going to listen to you and create a strategy that you can get behind and will actually use to profitably grow your business (and your bank balance)

Why this Fractional CFO?

​NO JUDGMENT

We’ve all made mistakes with our finances (even me). But, that shouldn’t stop us from moving forward to achieve our goals.

I MEET YOU WHERE YOU ARE

Whether you have an MBA from Wharton or no degree at all we’ll partner together to achieve profitable growth for your agency.

ANOTHER VOICE IN THE ROOM

We all need to surround ourselves with strategic advisors. I’m going to provide you with options and strategies to achieve your Vision and turn it into Reality.

A HOLISTIC VIEW OF YOUR FINANCES

Every decision you make impacts your finances. I’m not going to just read the numbers from your financial reports. I’m going to interpret them for you and tell you the story behind them then use them as a tool to achieve your goals.

Details and Timing

  • Collect data on your current pricing/services/financials and submit it to CFOAdam

  • Schedule your 2-hour Zoom with CFOAdam where he'll dig into your business and find areas to Strategically improve it

  • CFOAdam will then take a minimum of 2 business days to create Profitable Strategy Options tailored to your business

  • A follow-up 15-minute Zoom with CFOAdam where he'll present your Profitable Strategy Options (this meeting will be scheduled at the conclusion of the 1st Zoom)

  • 100% Satisfaction Guarantee: If you don't feel you've received strategies you can implement immediately I will refund your entire $1,000 fee

If you've gotten this far

(or don't have $1,000) there is nothing more we can do 🤷🏻‍♂️

CFOAdam's #1 goal is YOU Make More Money!

Did we mention our 100% Satisfaction Guarantee?

If you don't feel you've gotten strategies you can implement immediately I will refund your entire $1,000 fee

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