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SmartCFO: Virtual and Remote CFO Services

What is SmartCFO Virtual CFO Service?

An advisory service to help you set your business goals and forecast future financial performance to achieve your growth objectives.  You will have a remote CFO familiar with your business available to help you analyze your SmartStatement financials, evaluate opportunities and challenges and determine the best next steps. Your CFO will coordinate with your bookkeeper to reflect the changes you choose to make.

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See how SmartCFO (Formerly Progress Masters) helped just a few of our clients

SmartCFO is for you if

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    You’re an ecommerce seller with over $1 million annual revenue( or have the ability to get there in 6 months) on Amazon, Shopify and other online platforms
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    Your gross margins are 30% or you have the ability to get there in 6 months
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    Your company is growing, and you know you can be more profitable
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    You’re a bookskeep SmartBooks client
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    You’re ready to increase your understanding of financial reports so you can have more confidence in your decisions
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    You seek guidance on business finances and operations, and you are willing to stay focused on the direction set and take timely actions to support the direction
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    You have team members to support the business so the CEO can focus on strategy and grow or you’re willing to bring on that team member in the first 6 months of our engagement
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    You are tired of wasting time building budgets with spreadsheets that require constant care and feeding

“The Profit First method has significantly reduced the stress I had when spending cash on the business. I no longer guess where to spend our money …There are several things that stand out about bookskeep and why I continue to pay for their services. They provide a hands-on explanation of how our accounting reports are set up so I know what to pay attention to. When I have questions, they are willing to walk me through my books via a web conference and answer my questions…their entire team from owners, to accountants and CPAs, are very friendly people. You won’t find a friendlier company.”

– K Kauzlaric

“Our work together, and using this tool, has fundamentally changed how I manage my business. Cash flow wasn’t on my radar before, which was a problem. Now it’s top of mind with this simple tool. I’ve been trained to use it so that now I’m feeling a LOT more in control of my finances and I feel a lot more secure in the health of my business.”

– L Harrington

SmartCFO is NOT for you if

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    You are looking for a silver bullet
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    You don’t want to do the work
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    You are not open to receiving feedback on your business and process
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    You are not “all in” on creating systems and managing your business to create the desired results

“Your help with inventory planning, is helping us a lot with everything else we’re doing right now. All the cash flow stuff you’ve helped us out with has been great, but at the end of the day that relates back to inventory management. You have a really good grip on it, like you really get it more than anyone I’ve spoken to. Having you help with this is one of the most valuable things going on right now for us. It really makes a big difference. “

– J Smith.

GOOD REASONS TO BUY

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    You want to understand your numbers so you can be more confident in your decisions
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    You want to get ahead of all the hustle by assessing your business every quarter and creating action plans and work on your business to grow strategically not just on the latest shiny object
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    • You want to get ahead on cash flow and pay down debt or increase your profits

BAD REASONS TO BUY

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    You want someone to tell you what to do and not do any work or make tough decisions
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    You want to solve your problems right now. Our approach takes time as it’s about growing your financial skills along with your business

“bookskeep has exceeded my expectations from the beginning. They are professional, friendly and go above and beyond. They’ve been a real game-changer for us, I only wish we had started using them sooner!”

– Gabriel G.

SmartCFO Virtual and remote CFO Services Include:

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    Fix This Next Assessment and Strategic planning annually
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    90 day action planning with top three focus items quarterly
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    Financial forecasting updated quarterly
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    SmartStatements with graphics and metrics monthly
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    Financial review meetings to discuss success and roadblocks monthly
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    Financial forecasting and reporting software that will be integrated into your accounting software

SmartCFO Remote CFO Services DO NOT Include:

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    Financial project work that you may want us to undertake such as analyze product profitability, inventory cash flow and forecasts, 13-week cash flow planning. Special projects will be quoted separately
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    Taking the actions in your business, you will lead the charge with your team

Here's What You'll Get with SmartCFO Virtual CFO Services

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Forecasting

Take stock, develop a plan, and a financial forecast each quarter.

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Accountability

Every month we review progress and set expectations and you meet with your Fortress to learn and grow together.

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SmartStatements

Customized metrics and visual financial reporting to help you make informed decisions at a glance.

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Start making data-driven decisions and become more profitable today.