Financial Controller Services That Drive Million-Dollar Growth
Profitability Planning Tailored to Your Business Goals
Growing a successful business means more than tracking numbers—it’s about making financial moves that drive real profitability. Our financial controller & CFO services help million-dollar businesses go beyond bookkeeping to optimize cash flow, reduce risks, and fuel sustainable growth. With insights tailored to your goals, we’re here to support your next level of financial success.
Unlock Your Profit Potential Today
Discover how we can uncover hidden profit leaks with smart financial systems and a personalized approach tailored to your business needs. In just a free 20-minute call, we’ll explore ways to turn those savings into opportunities that drive real growth for your company.
Services
Financial Controller & CFO Consulting
We understand that no two businesses are the same. That’s why our Controller and CFO services are designed to meet you where you are—whether you need expert guidance on profitability, strategic cash flow management, or a trusted partner to support your financial operations. With decades of experience, we bring clarity and confidence to every decision you make.
Strategic Financial Planning & Forecasting
Plan for the future with clarity and confidence. Our bespoke strategic financial planning and forecasting services provide real-time insights, ensuring you have the data you need exactly when it matters most. With tailored, data-driven strategies, we empower your business to seize opportunities and navigate challenges with precision.
Profitability Consulting
Unlock the hidden potential in your business. Our bespoke profitability consulting delves deep into your financial landscape, uncovering inefficiencies and missed opportunities. With tailored strategies designed to enhance your bottom line, we help your business grow sustainably and with clarity.
Cash Flow Optimization
Ensure your business has the financial stability it needs to thrive. Our cash flow optimization services focus on aligning your income and expenses, maximizing liquidity, and improving financial predictability. With clear, actionable insights, we help you maintain healthy cash flow to support both daily operations and long-term growth.
How To Work Together
Book Your Discovery Session
We begin with a conversation. During this session, we’ll explore your business goals, uncover challenges, and identify the areas where financial clarity can drive the greatest impact.
Custom Strategy Development
Based on what we learn, we’ll create a personalized financial plan tailored to your specific needs. This ensures every solution is aligned with your goals.
Collaborative Partnership
As we implement your plan, we’ll provide the insights, tools, and guidance you need to make informed decisions and achieve lasting growth.
Proven Results, Real Profit
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$30,000 Saved Through Strategic Financial Review
In a recent financial review, we helped our retail client identify and replace an unnecessarily costly software platform with a streamlined, efficient solution, saving them $30,000 annually. This was one of several savings uncovered, directly improving cash flow and freeing up capital to invest back into revenue-driving initiatives.
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4.5x Growth
Optimized billing, established collection policies, and achieved Hub-Zone certification, enabling our waste management client to secure competitive bids and achieve sustainable 4.5x growth over 15 years.
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Cut Costs by $300,000
Our payroll restructuring services enabled a restaurant to cut payroll expenses by $300,000, aligning costs with industry standards and improving profitability.
My business gave me purpose, now I want to help you with yours.
While working at an accounting firm, I discovered that my company only had five major clients. They could be in a bad situation if they lost even one. I found new, innovative ways to recruit new clients. I became fascinated with how to make our company work better by implementing simple systems that increased our bottom line. Eventually, I also became a profitability coach and began applying those skills at my job.
When my employer offered me a partnership in their company, I surprised myself by saying no. I realized that I wanted to share what I’d learned with other entrepreneurs and businesses. I wanted to help them the way I'd helped the company I’d worked for. It felt like a big risk, but my husband and I started our own business because I knew that this was something that I was supposed to do. I’ve been helping business owners for over twenty years.
“Cindy restructured our administrative team, set more efficient processes in place, and created an enjoyable work culture for all. She found and corrected profit leaks and wasteful spending. She saved us tens of thousands of dollars. Cindy filed our PPP2 and received full forgiveness. She was also able to prove our qualification for ERC and hundreds of thousands of dollars we didn’t know we were entitled to receive. She is exceptionally well versed on new policies, programs, and procedures. There is nothing that has been asked of Cindy where she has not exceeded expectations. "
— -Richard Saldivar, TERIS Founder
Our Certifications
Certified Bookkeeper