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CFO Solutions

Create a strategic partnership to increase your business’s growth and financial health

  • Overview
  • Why CFO?
  • FAQs
  • Testimonial
  • Schedule a Call
  • Click To Open
    • Overview
    • Why CFO?
    • FAQs
    • Testimonial
    • Schedule a Call

    Overview

    Your clients need you more than ever when it comes to planning for their future, which leaves you little time for planning your business’ future. The more your business grows or evolves, the more imperative it becomes to have a well-planned strategy—and a trusted resource to help you stay on track. Through CFO Solutions, you can partner with an experienced, trusted financial practitioner to help you create a strategy that leads to the future you want for your business.  

    Your financial practitioner will work closely with you to develop a strategic partnership that best serves your business by defining and focusing on the financial aspects that matter most to your success. You can be confident that every recommendation you receive is tailored for your unique business’ interests and needs, and delivered in a timely, detailed fashion. Ultimately, CFO Solutions can provide you with what you really need as a business owner: confidence in your decisions.

    Take the first step.

    Why CFO Solutions?

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    Personalized Strategies

    Your experienced CFO will:

    • Assess your business’ current cash flow and unique operational needs, and anticipate future needs based on your growth goals.
    • Educate and advise you on lines of credit, real estate investments, mergers or acquisitions, succession plans, and more, to ensure your business thrives.
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    Data-Driven Approach

    Your experienced CFO will:

    • Analyze data objectively to implement into annual benchmarks, monthly KPI reports, and dashboards for progress tracking.
    • Develop, execute, and measure short-term goals and objectives within an overall, long-term business strategy.
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    Financial Success

    Your experienced CFO will:

    • Review your vendor relationships to find opportunities to reduce your operational expenses.
    • Uncover ways to increase profitability, resolve cash flow issues, and optimize margins.

    FAQs

    What’s the difference between CFO Solutions and an accountant (CPA)?

    Unlike your CPA, your CFO will focus primarily on financial strategies for growth and measurable outcomes, and executing financial plans for your business. They will work closely with both yourself and your CPA to ensure alignment and success. 

    Is there a specific company size that’s best for CFO Solutions?

    No, CFO Solutions is tailored to fit the specific needs of your business, regardless of size. During your consultation, we will assess your business needs and make the most appropriate recommendation. 

    Do I have to invest in software solutions before my CFO starts?

    No. Your CFO will have all the tools they need to analyze your businesses data from the start. However, if you’d like to have access to these software systems, you can consider adding it with our volume discount. Additionally, your CFO will review your vendor relationships, as part of the onboarding process, to uncover any additional software savings. Our recommendations are always objectively guided by what we think is best for your business. We do not accept fees or gifts from product vendors.

    Hear why Jim Miller, CEO of Miller Financial relies on his CFO:

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    “CFO Solutions has probably been the most important relationship that I have made here at LPL. My CFO has brought a certain level of expertise and experience on how to grow our business, how we streamline our processes and maximize our efficiencies.”

    Ready to determine if CFO Solutions is right for you?

    Set up a conversation with a business consultant today.
    Let's Talk!
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    The view and opinions expressed by the LPL Financial Advisor(s) are as of the date of publishing. These views may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL nor the Financial Professionals can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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