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 >
Day 31 – 60>
Day 61 – 90 >
We invite you to learn more about CFO Solutions by speaking with one of our business consultants today.