Be Your Own CFO - All The Tools You Need To BYOCFO

All companies need a CFO on their team.  As a business owner, you either need a full-time CFO, a fractional CFO, or you need to become your own CFO.  

BYO CFO is designed to help business owners allocate a portion of their time to be a part-time CFO.

We have a selection of basic finance courses and free training links teach the financial side of business and help you up your game. 

To really take your commitment to the next level - join the BYOCFO membership program for ongoing tips and support and join a community committed to improvement.

Start Here

Start with Some Free Stuff

Understand what it takes to be a CFO - if you're the CEO or the bookkeeper. 

Any company or organization requires CFO thinking.  This is a great way to increase your game!

We have tools to look at your overall strategy and metrics.  We have tools to stratify the profitability of your customer base. 

We develop immediately usable action plans to increase your profitability and cash flow.

You will sleep better at night!You will sleep better at night!

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Deep Dive

We dive into critical areas deep.

We focus on solid financial closing process and valuable reporting.

We get a handle on your weekly cash flow and give you a consistent process that works.

We develop an operating plan - with a monthly financial forecast, simplified reporting, and improvement strategies to improve profitability and cash flow. 

We have tools to look at your overall strategy and metrics.  We have tools to stratify the profitability of your customer base. 

We develop immediately

Awesome Tools and Actionable Improvement Plans

We have many useful tools and training videos.

We walkthrough your cash flow drivers and develop a cash flow projection process and other systems that work - week after week. 

We look at your accounting process improve the efficiency of your backroom.

We have tools to look at your overall strategy and metrics.  We have tools to stratify the profitability of your customer base. 

We develop immediately usable action plans to increase your profitability and cash flow.

You will sleep better at night!

Start with Some Free Stuff

Understand what it takes to be a CFO - if you're the CEO or the bookkeeper. 

Any company or organization requires CFO thinking.  This is a great way to increase your game!

Deep Dive

We dive into critical areas deep.

We focus on solid financial closing process and valuable reporting.

We get a handle on your weekly cash flow and give you a consistent process that works.

We develop an operating plan - with a monthly financial forecast, simplified reporting, and improvement strategies to improve profitability and cash flow.

Awesome Tools and Actionable Improvement Plans

We have many useful tools and training videos.

We walkthrough your cash flow drivers and develop a cash flow projection process and other systems that work - week after week. 

We look at your accounting process improve the efficiency of your backroom.

We have tools to look at your overall strategy and metrics.  We have tools to stratify the profitability of your customer base. 

We develop immediately usable action plans to increase your profitability and cash flow.

You will sleep better at night!

All The Tools You Need To Build A Successful Business

This series of courses and free tools are for small and medium sized businesses and owners who need to improve their CFO skills. 

You know they need to focus on the numbers, but you end up worrying about weekly cash demands and making payroll. 

These tool are also for the Controller or Executive who wants to look like a star and deliver improved value to the leadership team.

Download Free Guide

Download this quick .pdf of the 10 Biggest Mistakes Business Owners Make from a CFO's Perspective.  It's free and guaranteed to help you out.

Download Now

The Cash Flow Course

I love the cash flow course.  This straightforward process helped me survive during 2020.  I can't say enough about this course by Jon.

Testimonials
 

What Our Clients Say

I worked with Jon for several years and he helped me with our forecasting and improve our financial close and reporting processes.

His work helped me be more confident in my decision making, business plans, and our overall success.

We have solid numbers we rely on and we are now much more profitable - on a consistent basis!

LS
CEO

Jon's framework and dashboards have helped us grow consistently with very little turbulence!

He has a great way about himself, and his experience adds tremendous value to our team.

Since he's been involved with us we have increased our revenue to now $13mm with a strong bottom line and consistent positive cash flow.

John W
CEO

Jon really helped me develop a cash flow forecast process that I still use today.

I have a handle on our cash-flow and I can focus on what I do best - sell and grow the company.

Business is still difficult, but I am sleeping better at night.

Tom K
President

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