- Services
- CFO Services
Strategic CFO Services for Business Owners
Big decisions require more than organized books and year-end filings. Profit Matters gives you high-level financial guidance normally reserved for full-time CFOs — without the six-figure salary.
We help healthcare practices, retailers, eCommerce brands, construction companies, manufacturers, real estate groups, franchises, and professional service firms make confident, profitable decisions grounded in real data.
What you get:
Financial Forecasting & Budgeting
Predict cash flow, plan ahead, and understand the financial impact of every decision.
KPI & Dashboard Reporting
Real-time visibility into performance, trends, labor efficiency, margins, and more.
Profitability Analysis
See exactly where your business makes money — and where it loses it.
Growth & Expansion Support
Guidance for new locations, new products, staffing plans, or capital investments.
Strategic Advisory Calls
Monthly or quarterly calls with a CFO-level advisor who helps you interpret the numbers and build a plan.
- Why It Matters
Get CFO expertise without hiring internally
You get financial clarity, strategy, and leadership without the cost of a full-time executive. Make data-driven decisions.No more guessing — every choice is backed by analysis and clear projections. Grow intentionally and profitably. We help you avoid costly mistakes, spot opportunities, and understand what’s truly driving performance.
See your business clearly. Lead with confidence.
Schedule a CFO Consultation.
FAQs
Do I need CFO support if I already have someone handling the books and taxes?
Yes — bookkeeping and tax work keep you compliant. CFO guidance helps you grow, make decisions, and navigate the bigger picture.
How often will I meet with your CFO team?
Most clients choose monthly or quarterly calls based on their size and growth stage.
Can you help me decide if I can afford to hire more staff or expand?
Absolutely. We build cash flow forecasts, hiring models, and expansion plans so you know exactly what’s possible.
Do you tailor insights to my industry?
Yes. Every advisory plan is customized based on your business model, margins, and goals.
Success Stories
S corp compliance, handled
Automate your payroll. Let us guide you through the ever-changing tax laws.
Tax savings, unlocked
Automate your payroll. Let us guide you through the ever-changing tax laws.
Your tools, in one place
Automate your payroll. Let us guide you through the ever-changing tax laws.
Compliance done right
Automate your payroll. Let us guide you through the ever-changing tax laws.
