21st Century CFO Advisory Services
For Trades & Home Service Businesses
with $500K–$5M in revenue and
looking to stabilize cash flow, improve profitability,
and plan for sustainable growth.
Cash Flow & Profitability Package
For businesses generating $500K–$1M in revenue that need cash flow management, job costing, and better financial tracking.
Growth & Scaling Package
For businesses generating $1M–$3M in revenue that want profitability tracking, financial forecasting, and strategic growth planning.
Full CFO Partnership Package
For businesses generating $3M–$5M in revenue looking for a hands-on financial partner to drive growth, improve cash flow, and prepare for scaling or exit.
How It Works
1
Financial
Assessment
Review current numbers, pains, & goals.
2
Custom Cash Flow & Profit Plan
A roadmap to financial stability.
3
Implementation & Optimization
Systems for cash flow, pricing, and forecasting.
4
Ongoing Strategy & Monthly Check-Ins
Track progress and adjust as needed.
Ongoing Success Tracking
Each month, we track cash flow, job profitability, revenue trends, and overall financial health, making strategic adjustments as needed to ensure sustainable growth.
