Financial Strategy for Growth & Transition

Is your business facing a significant change?

A pivot in strategy, a lost customer, a new product, massive growth, or a cash crisis? We can help. We’ll provide you with financial insight using:

  • Data Analysis
  • Cash forecasting
  • Strategic Assessment
  • Budgeting
  • Sales & Operations Planning
  • Other proven systems

Areas of Expertise

Growth Strategy

Strategic Management

Profit Sharing & Employee Retention Strategies

Risk Mitigation for Rapid Growth

Cloud Security

Turnaround Management

Success Story: Turnaround Management

The owner of a local manufacturer (name omitted to protect client confidentiality) recently reached out to CFOshare after a sudden downturn in business. Company turmoil had put him in a cash crisis, making it almost impossible to pay debt as well as his employees and suppliers. His operations had stalled and revenue was plummeting, fast.

LJ pulled his financial resources together to get a line of credit. He used financial analysis to target new sales opportunities and found innovative ways to stop late deliveries. Lastly, he used real-time reporting to find operational efficiencies to increase margins and volume. Within six months, the manufacturer returned to profitability.

Free Consultation

We’ll sit down with you for an hour and discuss your business, review your financials, show you what to focus on, and make you aware of major lurking financial risks.