You thought that simply hiring a bookkeeper would bring clarity to your finances. 


You’re still managing everything else.

You set the prices.

You send the invoices.

You collect the payments.

And you make the investment decisions.

And the metrics you’re following most are revenue and cash.

Clarity is good, but you need direction.


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.


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™

investment: $3,500