CFO Solutions


CFO Solutions

CFO Solutions finds opportunity in the big picture of your practice.

A CFO from LPL CFO Solutions will dive deep to understand your business and your goals to perform a full diagnostic of the business, including financial statement reviews, business metrics/benchmarking and valuation.

In partnership with you, your CFO will have regular meetings with you to focus on the most profitable growth initiatives, and opportunities for your practice to develop a strategic business plan with a detailed task list. Each month your CFO will share with you an online financial dashboard to track the impacts of the plan.

Here is a high-level view of the first 90 days with your new CFO:

Day 1 – 30 >

  • Welcome Meeting
  • Discovery Phase – CFO learns from the business owner about the practice and collects financial statements and expense data
  • Financial Review Phase – CFO reviews data and prepares documents to share findings with the business owner

Day 31 – 60>

  • Prep Action Plan
  • Planning Meeting – CFO visits with you to review financial health, goals, and action plan to determine tasks to reach the business objectives.
  • Finalize Plan
  • Execute Plan

Day 61 – 90 >

  • Bi-Weekly Meetings  One call focused around business strategy and execution agains business plan and the second finance focused (budget to actuals, forecasting, cash flow, etc.)
  • Monthly Reporting  - Progress on business plan, KPIs & benchmarks, financials

We invite you to learn more about CFO Solutions by speaking with one of our business consultants today.