Financial Clarity for Growing Companies
Financial Clarity for Growing Companies
✅ Ask any question to our team of CPAs ($225/hr value)
✅ Access library of presentations (e.g. How to Make a Great Projection)
✅ Learn how to achieve clarity with a world-class chart of accounts
✅ Only $19/month. Cancellable anytime.
13 years ago I left the CPA firm where I worked and became a freelance Chief Financial Officer (or CFO).
The business grew beyond my expectations. Other CPAs and accountants joined the team and we expanded to serve companies beyond our home base in Central Wisconsin.
Today, our team is trusted by business owners (mostly of mid-sized companies) from New York to California, and many states in between.
I’ve noticed though, when a smaller company reaches out for CFO services, my heart sinks. From experience I know a small company likely hasn’t scaled enough to justify the cost of a part-time CFO.
It’s not that the small company doesn’t need CFO-level help. They need it as bad or worse than larger companies. A boy with a sick pet horse needs veterinary services as much as a millionaire racehorse owner does.
Unfortunately, only the millionaire has the resources to hire the vet. The young horse owner has to bootstrap and try DIY home remedies.
Similarly, when it comes to financial guidance, the small entrepreneur has little choice but to improvise and hope for the best.
Until today.
The opportunity you've just stumbled upon is called Be Your Own CFO. It’s for entrepreneurs running small companies (say <$3M in annual sales) and is designed to provide guidance at a VERY low price point.
Like $19/month low.
How is this possible?
Unlike hiring a part-time CFO, in the Be Your Own CFO program the entrepreneur still needs to implement the guidance themselves.
Guidance is provided via technology (real-time messaging and live weekly Q&A sessions) to all BYO CFO members at once. This allows the entire network to benefit and learn from each answer, at a very low price point.
I’m not aware of another opportunity quite like this in the world.
If your company has scaled and you already have a full-time or part-time CFO, this program isn’t for you. (Side note: It might still be a great personal learning opportunity!)
However, if you're running a small or growing company that is still scaling, you've just stumbled on a gold mine! Program benefits are described in more detail below.
I hope to see you soon on the BYO CFO network!
Benefits of Be Your Own CFO
Private Support Network
Ping the network with quick questions.
Moderated by our team of expert CPAs.
Bi-weekly Q&A
Session
Live (bi-weekly) on Zoom on Wednesday at 11am CST.
Real-life questions from the network.
Answers based on our team’s extensive street experience.
Learn from other entrepreneurs' business scenarios.
Discounted Access to 1:1 Support Calls
For an additional fee, talk 1:1 with a CPA or CFO.
Use for unusual situations that don’t fit the channels or Weekly Q&A.
Exclusive
Content
Watch your inbox for short clips and tips to run the financial side of your business more effectively.
Monitor channels for Q&A recordings on practical topics.
Includes tips on using Microsoft Excel and accounting software.
Private Support
Network
Ping the network with quick questions
Learn from other members' questions and feedback
Moderated by our team of expert CPAs
Bi-weekly Q&A
Session
Live (bi-weekly) on Wednesday at 11am CST
Real-life questions from the network
Answers based on our team’s extensive street experience
Learn from other entrepreneurs' business scenarios
Discounted Access to 1:1 Support Calls
For an additional fee, talk 1:1 with a CPA or CFO
Use for unusual situations that don’t fit channels or Weekly Q&A
Exclusive
Content
Access
member-only content Library
Learn
from "How-to Series" posts and videos
Includes
tips on using Microsoft Excel and QuickBooks
What others are saying about Be Your Own CFO
In response to an Excel tip:
“This little tip is worth a couple months of BYO CFO subscription fees.” L.S. from MO
“In going through my books at the end of the year I realized I can back out about $230,000 worth of sales that are recorded as income in QuickBooks but not delivered to the customer yet. I would have had no idea that this was even a possibility without the Be Your Own CFO course, so thank-you for coming up with the idea for Be Your Own CFO and following through with it. The deferred tax this year will pay for quite a few years of your subscription fees!”
– D.K from MN
“I am trying to make myself a projection, and I am totally blown away by the clarity it’s providing even though I don’t have everything I need to do it. Just that training has been totally worth my time and money!” – K.L. from IN
Pricing
Unlimited access to all the channels
in the community
Plus - 3 User
Team Access
Unlimited access to all the channels
in the community
Plus - 3 User
Team Access
Unlimited access to all the channels
in the community
Team Access
Unlimited access to all the channels
in the community
Team Access
Unlimited access to all the channels
in the community
channels in the community
Team Access
channels in the community
Team Access
channels in the community
Take 5 min to hear the founder describe the back story of BYO CFO and how it opens doors of opportunity that weren’t available before.
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212931 Legion Street, Stratford, WI 54484