“Seeing my financials like this is so eye opening!”
— Beth Rempe
We’ve all heard it before- a 50% margin is “good”
Truth is…
launching and trying to grow with a 50% margin (or less) requires you to take on debt to maintain and grow your business, possibly for years.
how much debt, and how much growth you need to reach profitability depends on your margins
and the overhead costs of your business.
THe harsh reality…
businesses fail because they run out of money, and time.
THe GOod News…
when you understand your margins, how they affect your cash flow & the investment needed to succeed, you can create a strategy for getting there.
the cfo profit assessment is designed to help you
Understand your Margins, Improve Cash Flow,
and Grow Confidently
The Profit Assessment helps answer the biggest questions founders have about their business:
What are my financials telling me?
Are my products priced right?
what should my margins be?
how can i increase profitability?
When can I start to pay myself or grow my team?
How much debt can my business take on?
How can I reduce the amount of debt my business has?
Is my business going to make it?
“I am not a numbers person… the way these tools break things down and make it so easy to understand is making me feel so much more confident”
-- Ella Holly
“I felt like I was at the bottom of a huge mountain, unequipped to make the climb. Now I feel so prepared – and the mountain looks smaller! ”
-- Stephanie Deluth
“My business is on the right track, we just need to improve a few things and I can finally see that…and I know that I can fix them!”
— Alli George
the CFO Profit Assessment service includes
comprehensive quickbooks aUDIT
Gain confidence in the accuracy of your financial data with an in-depth review by a CPG-industry financial expert.
tailored financial reporting
Unlock the true potential of your financials with Sarah’s expert recommendations to enhance reporting structure and rectify any discrepancies in your records.
product margin diagnostic
Sarah will review your margins and suggest strategic adjustments to optimize cash flow. (price increases aren’t your only option!)
financial evaluation
Get a holistic view of your business’s financial health, clarity around your margins and insights into strategic next steps for improving profitability.
personalized financial roadmap
Gain insight and plan for the future growth and investment needs of your business with this fully customized and interactive tool.
90-minute strategy session
Engage in a one-on-one session with Sarah to review the analysis, ensure you grasp every aspect of your financial situation, and understand your path forward.
the CFO Profit Assessment
$1,200
frequently asked questions
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For the most accurate analysis and recommendations we request 1) access to your Quickbooks Online account, and for the margin audit we request 2) product costs and prices for each channel you sell in. It’s fine to send us a spreadsheet you’ve created with your costs!
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The Process Assessment Service can take anywhere from 2-6 weeks to complete depending on how quickly you provide the requested information, and calendar availability.
The process looks like this:
1. Book Profit Assessment & Pay Deposit
2. Upon Booking you’ll receive a Questionnaire and Instructions for sharing Quickbooks Access & Product Cost Information.
3. When your responses and information are received we’ll send you a link to schedule your 90-minute strategy session.
4. Sarah will take about 2 weeks to complete the process, starting with the in-depth Quickbooks Audit. She’ll email you with any questions.
5. You & Sarah will meet for your strategy session
6. Final reports, interactive tools & a recording of your session are provided within 1 business day of your meeting. -
This service was initially designed for businesses that have been in business for at least 6 months, but we have found that it provides great value to founder who are in the process of launching.
Below is information on how this service differs for pre-launch businesses.
1. The Quickbooks audit - won’t be completed because you don’t have financials yet2. Tailored Financial Reporting - can be created and you can share the outline with your Bookkeeper.
3. Product Margin Diagnostic - Pre-launch is the perfect time to do this!
4. Financial Evaluation - won’t be completed as intended in the original service but Sarah will review your Financial Forecast and Assumptions to provide feedback.
5. Personalized Financial Roadmap - Is very valuable in the pre-launch phase as it gives you a roadmap that will extend far beyond the typical 3-5 year financial projection that a startup has.
6. 90-minute Strategy Session - is included to review all of the above and provide recommendations.
*No discount is provided for this modified service as the value to founders remains the same.
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Yes! Confidentiality is of extreme importance to us. You’ll receive a Mutual Non-Discloure Agreement to review and sign upon submitting your deposit.