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

Exit Stage Left – Making a Smooth Transition for the New Generation – Week 3

Week 3: Locate a Professional If you’ve been following this month’s blog series, you have already estimated what your company is worth and you should be in contact with a business broker to transition your business to the right hands. However, even if you have an accountant, broker and a financial advisor on your team,…

Exit Stage Left – Making a Smooth Transition for the New Generation – Week 2

Week 2: Who Is Interested In Your Business? If you have considered selling your business, it’s vitally important to do the proper research. My prior post discussed getting a professional valuation of your company, and this post will give you some ideas on how to locate and identify the best possible buyers. I recognize that…

Panning for Gold – How to Increase Cash Flow in a Down Economy – Week 4

If you are doing well right now, you should be congratulated. One of the best things you can do for your business is prepare for the unexpected by storing away surplus funds. Week 4 – Invest Extra Cash Consider the short-term investment Short term Investments become important when a company has a great deal of…

Panning for Gold – How to Increase Cash Flow in a Down Economy – Week 3

The largest expenses for a business are (in no particular order) labor, variable overhead and marketing. We need employees to keep our companies performing and we need marketing to stay relevant in a changing marketplace, but do we need to continue paying exorbitant overhead expenses? Some expenses can’t be helped (such as rent, equipment rentals…