Successful Business Owners are Financially Intelligent

Financial Intelligence recognizes that, in most businesses, critical financial decisions ultimately rest with the business owner, regardless of their formal financial training. And, because these decisions often have far-reaching consequences, they must be driven by accurate data – not gut feelings or hopeful guesses.

As a Fractional CFO, Rick provides focused attention on the numbers and works with business owners to ensure the financial picture is accurate. Then, business owners gain confidence in decision-making by learning how to apply that data in the day-to-day business operations.

Companies work with Rick when they are looking for higher levels of cash and profitability as well as financial goal clarity.  Specific outcomes include:

  • Sound, strategic financial goals
  • Accountability for meeting those goals
  • The 5 Ps of Profitability that impact your company’s financial resilience
  • Insight into external factors that impact growth
  • A better handle on cash flow and forecasting
  • Reliable data for better decision making
  • Improved operational efficiency

Working alongside Rick – the CFO with a CEO perspective – you’ll benefit from his wealth of experience that includes founding and running his own $20 million company.  As a fractional CFO, Rick provides the professional financial services you need for likely less than half the cost of hiring an in-house CFO.

Financial Intelligence Seminars

In addition to working directly with business owners, Rick offers seminars focused on essential financial documents and their application, customized to address the unique needs of your executive team, accounting staff, or colleagues. Learn More.

Contact us today for a complimentary discussion to learn more about our services and position your company for growth, whatever comes your way.