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

Contain Costs and Put the Savings to Work

Simply stated, cost containment is all about managing margins. Gross margin and operating margin are the two key drivers in cost containment. Take a look at this $1 million sales company and note the margins: Just How Important is Cost Containment? There is not a business anywhere that could not put even a 1% improvement…

How to Create a Sales Growth Plan

To develop a strategic plan for sales growth, start with the basic sales formula. Total sales is how many customers you have multiplied by the number of times they purchase from you and how much they pay. So for example, 100 customers who average 10 purchases per year with an average value of $1,000 per…

Even More Uses for the “Trailing Twelve Months” (TTM) Tool

In our last issue, we showed how TTM could be used to track sales growth throughout the year regardless of seasonal or other variations. You can use the same process to track month-by-month trends in gross margin and operating expenses. If you are concerned about the instability of gross profit, a Gross Margin TTM is the…

The "Trailing Twelve Months" Tool

A CEO recently told me his company’s sales fluctuated from month to month. He was concerned because he could never tell if they were making progress in sales growth until the end of the year. This is just the type of situation that calls for the Trailing Twelve Months (TTM) tool. When you look at…