Financial Help for the Decisions You Make Every Day.
What should you pay yourself? Can you afford another employee? Why is cash tight?
I help you use your numbers to answer these questions and build a plan for your business.
Get Your Free Profit Opportunity Review →Start with the Free 2-Minute Assessment
Six Areas Where I Help You Lead the Business
These capabilities are delivered through the offers below. They are not six separately priced packages.
Owner Pay Planning
What should my business pay me?
I review the work you do, what it would cost to hire someone for those roles, and what your business currently supports.
Understand your owner pay target and what needs to change to reach it.
Profit Improvement
Why are sales growing but profit is not?
I examine pricing, direct costs, labor, and overhead to find what is reducing profit and where improvement may be possible.
Know which changes deserve attention first.
Cash Flow Planning
Where did the money go?
I connect profit with cash needs, including unpaid invoices, inventory where relevant, taxes, debt payments, and reserves.
Understand what cash needs to stay in the business and what may be available for distributions.
Labor Productivity
Can I afford another employee?
I review labor costs and the work they support, then model what another hire would need to contribute.
Make hiring and staffing decisions with a financial plan.
Financial Scenarios and Growth Planning
What happens if I make this move?
I model choices such as raising prices, buying equipment, adding a service, or expanding the team.
See the potential effect on profit and cash before you commit.
Performance Reviews and Decision Support
Are we on track?
I compare actual results with the plan, explain the largest differences, and help set the next actions.
Know what changed, what it means, and what to do next.
Start With a Plan. Choose the Support You Need.
Free Profit Opportunity Review
A review of the business's actual financial information to identify gaps, explore potential improvements, and determine whether the Reset fits.
60-Day Cash & Profit Reset
A focused engagement that builds the Winning Financial Game Plan, Cash Flow Roadmap, and Monthly CEO Dashboard and helps the owner learn to use them.
Monthly CFO Partnership
Ongoing monthly analysis, plan updates, review meetings, and financial decision support.
Quarterly CFO Partnership
Ongoing quarterly analysis, plan updates, review meetings, and financial decision support for owners who can manage the system between reviews.
Monthly Versus Quarterly Partnership
| Monthly | Quarterly | |
|---|---|---|
| Financial results reviewed | Each month | Each quarter |
| Game plan and cash roadmap updated | Each month | Each quarter |
| Scheduled CFO review | Monthly | Quarterly |
| Priorities and next actions | Set at each monthly review | Set at each quarterly review |
| Best fit | Owners who need frequent help with changing conditions and decisions | Owners who can manage the system between quarterly reviews |
Important: Quarterly service means the service work itself occurs quarterly. The name "Monthly CEO Dashboard" does not mean Nick updates it monthly under a quarterly engagement.
What Happens in a Review
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01
Review the results
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02
Explain what changed
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03
Work through upcoming decisions
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04
Update the plan
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05
Agree on actions and deadlines
Financial Guidance That Works Alongside Your Accounting Team.
I work alongside your bookkeeper and tax professional, using the financial information they prepare to help you plan owner pay, profit, cash, and growth.
Important: EasyFlow CFO does not currently provide bookkeeping, tax preparation, audit, or compliance services.