The Reset Builds the System. The Ongoing CFO Partnership Helps You Use It.
Your business will not hold still. Prices move, a key person leaves, a good quarter turns into a slow one. The Ongoing CFO Partnership is for owners who would rather adjust the plan as that happens than discover it in a year-end review.
Get Your Free Review Start with the 60-Day ResetThe Plan Was Right in January. By June Nobody Was Looking at It.
This is the most common way a good financial system dies. Not from being wrong. From being left alone.
The forecast stops matching reality and nobody updates it. The hire gets made on gut feel because the answer was not handy. The pricing question sits for three months. The dashboard goes stale, and once it is stale you stop trusting it, and once you stop trusting it you are back to running off the bank balance.
A plan you stop running is just a document. The Ongoing CFO Partnership is how it stays a plan.
Someone Watching the Numbers With You, Not Just Building Them Once.
Compare actual results to targets. Work out what a variance means. Adjust the forecast. Evaluate a hire, a price change, or a large purchase before you commit. Protect your own pay, watch profit, reset cash requirements, and respond when the economics of the business change.
Your numbers stay current
The model gets updated against what actually happened, so the targets you are aiming at reflect the business you have now rather than the one you had at kickoff.
Problems surface early
A margin slip caught in month two is a conversation. The same slip caught in month eleven is a year of profit you cannot get back.
Someone to check a decision with
Before the hire, before the price change, before the equipment purchase. You get an answer with a number attached instead of committing and hoping.
The plan adapts
When reality moves — a lost account, a new line of work, a rate increase from a supplier — the targets get reset around it instead of quietly becoming irrelevant.
Accountability that is not self-imposed
A standing conversation on the calendar is the difference between intending to look at your numbers and actually looking at them.
You stay on the owner pay plan
Owner pay is the first thing that quietly slips when things get busy. Someone tracking it makes it much harder to slip.
Your CPA Helps Report What Happened. The Partnership Helps You Decide What Happens Next.
Both matter. They are not the same job.
Can I afford this hire? What is my real breakeven now that costs have moved? Am I paying myself what the business can actually support?
Those are forward-looking questions, and they come up between filings, not at them.
The Level of CFO Involvement Matches the Business Need.
The Ongoing CFO Partnership is a separate engagement available after the 60-Day Cash & Profit Reset. It is never bundled into the Reset, and nothing about the Reset requires you to buy it.
The level of involvement reflects the financial analysis, preparation, decision support, complexity, and CFO work your business requires.
Monthly CFO Partnership
Best when the business is making frequent financial decisions, changing quickly, or needs tighter financial accountability. Twelve CFO cycles per year.
Quarterly CFO Partnership
Best when you can run the EasyFlow financial system independently between strategic reviews but still want CFO-level oversight and decision support. Four CFO cycles per year.
Cadence changes how often we work together. The level of CFO involvement is established based on the needs of the business.
The Reset builds the system. The Ongoing CFO Partnership keeps that system current and helps you use it as the business changes.