First, we’ll sit down and determine what your ultimate goals are for your business. We’ll set short and long term goals and these will be our north stars that we track towards throughout the year.

Kickoff Meeting

Target Setting

We’ll go through each of the key metrics that drive profitability and cash flow and set targets that align with your short and long-term goals.

Each month, we will analyze the financial results of your business to understand how you are tracking towards your targets and the ultimate goals for your business.

Analyze Financials

Instead of overwhelming you with financial jargon, we provide a simple scorecard for all of your key business metrics so you can see exactly what is working and what isn’t each and every month. 

Scoreboard

Based on your scorecard, we’ll know exactly where to focus our efforts in the business for the next 30 days. Objectives could be to decrease accounts receivables by 5 days or increase lead volume by 5 per week. It all depends on what we see going on in your business.

Define 30-Day Objectives

We then create a specific action plan that will lead to addressing and achieving your 30-Day Objectives. Repeat this process month-in and month-out and successfully implement your plans of action, and you will transform your business!

Plan of Action

Ready to take your business to the next level? Book a free strategy call with a Farrell Financial Certified CFO.