CFO Day
CFO DAY is a single day intensive in which The Profit Table Team, including our principal CFO, an accountant, and a bookkeeper, will assess your business’s overall Accounting & Finance department and provide actionable strategy.
Our promise is to provide you with a Profit Plan that aligns your business goals with your financial expectations and that pays you, pays taxes, and grows the business.
introducing
What's Included?
A CFO DAY provides a higher level view of the financial state of your business. We’ll discuss all points of your business’s Accounting & Finance departments from pricing and client payments to sales goals and profit.
You’ll leave CFO DAY with a clear action plan to achieve your business and financial goals.
An added bonus: You’ll know exactly how to advise your bookkeeper on the financial corners of your business that need more attention.
Financial Assessment
A full assessment of the Accounting & Finance functions of your business
Working Sessions
2 Working Video Sessions (at the beginning and end of the CFO Day)
A Profit Plan™
Includes a recommended spending plan, cash flow forecast, and customized action plan for implementation
Post-Service Support
14 days of messaging support as you begin to implement the Profit Plan™
