Part-Time Financial Expertise with Full-Time Impact

A Smarter Way of Doing Business

3 Ways I Can Help You With Your Financial Reporting:

P&L Analysis

Balance Sheet &
Cash Flow Analysis

Cleaning Up
Financial Reporting

In the competitive world of small and mid-size companies, having the best financial expertise and a trusted business strategist can make the difference between success and failure. Traditionally the onus of Chief Financial Officer (CFO) has fallen on the shoulders of CEOs who are busy managing their companies. With budgets tightening and needs increasing, hiring a full-time CFO may be out of reach.

Until now.

The ideal solution is to partner with a top-notch CFO on a part-time, as-needed basis so you can get the best financial expertise and guidance available without the high-priced salary.

Streamlining Financial Reporting for Business Owners

Income, profit, statistics and performance evaluation with diagram

Focus your attention on a point in time. This means pay attention to YTD results. The month just ended is history.

It is time to modernize the P&L analysis and help business owners start a forward-thinking process to address negative trends.

Want a copy of the P&L format we use for clients? Fill out the below form and we'll email you a copy. 

John Lafferty's Biography

CFO-Pro founder John Lafferty has become recognized for decades as the go to virtual CFO for entrepreneurs, start-up ventures and both emerging and mature businesses in a variety of industries. Backed by an MBA and an early career in progressive financial roles with leading global consulting and venture capital firms, the Fortune 500 and rising entrepreneurial ventures, John has built CFO-Pro into a rich resource for small and mid-sized companies.

Today he advises clients in strategy development, systems and process management and oversight, growth initiatives, infrastructure and operations improvement, margin and revenue enhancement, and creation of successful exit strategies. Coupled with his in-depth understanding of the interrelation of operations, marketing and finance, John brings unique value to client companies.

Blog Posts

A By-the-Numbers Approach to Determining Marketing Spend

Using a unit-cost strategy can help you get a handle on your marketing budget As mentioned in my last blog, it’s critical that companies decide upfront how much to spend on marketing in a given year. That’s tough for start-ups to do. But it’s a bit easier for established companies that use a unit-cost model.…

Why It's Essential to Determine An Annual Marketing Budget

What you need to know to make smart financial decisions on marketing costs Not long ago, I counseled officers of a fast-growing information technology firm on how to create a marketing budget. The company was generating tremendous margins, and its officers had a good grasp of their operating expenses. The hurdle confronting them was an…

How to Improve Your Financial Reports — and Thus Your Decision Making

Poorly structured financial reports stymie a company’s forward movement, but there exist steps CEOs can take to fix the problem. In my last blog, I noted some 80 percent of small and medium-sized companies are hamstrung by poor financial reporting. If you are the CEO of a company suffering from this problem, I urge you…

The Paralyzing Problems of Poor Financial Reporting

Misclassified expenses and un-segregated revenue streams result in poor financial reports that can halt a company’s progress in its tracks It’s hard to make informed decisions about a company’s future based on poorly- structured financial reports. Yet many small to mid-sized companies rely on reports beset with serious problems. No wonder these firms aren’t growing.…

The Best Approach to Performing Realistic Financial Projections

Now is the time to get started on financial projections for the coming year, and these are the fail-safe steps that will help you do just that. Remember the story I told in my last blog, the one about the CEO who doubled his sales as a result of projections? That CEO was focused on…

Financial Projections Are Crucial to Goal Setting

Projections can help CEOs chart a course from zero sales at the start of the year to the sales objective desired by year’s end Years ago, I sat down with a new client, and we chatted for hours. The topic: Whether I could help him determine if he would have sufficient inflow of cash to…

Top Tips for Tidying Your Balance Sheet

Follow these steps to ensure a clean balance sheet as the New Year dawns Last time, we talked about the importance of cleaning up your balance sheet at year’s end.  Now let’s discuss how you’ll achieve that tidy balance sheet. While the steps needed to complete a year-end cleaning of a balance sheet aren’t terribly…

Advantages in Cleaning Up Your Balance Sheet at Year’s End

Buffing Balances Brings Benefits The passage from an old to a new year is the right time to focus on cleaning up your company’s balance sheet.  Doing so can yield a broad variety of benefits. On the asset side of the balance sheet, the number one benefit is eliminating the “dead wood” of non-yielding assets. …

Cash Flow Management Woes Call for Expert Analysis

You can’t fix a problem you can’t see As discussed in my previous article, cash flow mismanagement is a common problem among small and mid-sized businesses.  Many owners do not have the experience to precisely pinpoint where cash flow mismanagement has occurred, nor the background to develop plans designed to counter those cash flow issues.…

Cash Flow Mismanagement Can Drain a Company’s Lifeblood

Read on to learn the common ways cash flow is mismanaged — and what CEOs can do about it. An all-too-common source of trouble for small and mid-sized businesses is the failure to successfully manage cash flow.  Cash flow is the lifeblood of a business, and if it’s not managed properly the company won’t survive…