CFO Focus
Ongoing Strategies for Growth
You've moved beyond cash flow challenges. Now you need a trusted financial partner to guide long-term strategy, maximize profitability, and help you build the business—and life—you've always envisioned.
You need our CFO Focus program, created by financial strategists who understand the unique challenges of scaling an ecommerce business. We become an extension of your leadership team, providing the insights, analysis, and strategic guidance typically reserved for companies with full-time CFOs.
The CFO Focus Program has completely changed our business. When we started it, we were having some pretty serious cash flow issues. We were negative six figures. Now in under six months we're positive six figures.
What is the CFO Focus Program?
The CFO Focus Program is your executive-level financial partnership designed for established ecommerce business owners ready to scale strategically. In addition to managing your cash, we help you with:
Aligning your business with your personal goals and how to close the gap.
Long-term financial trajectory using 1-3 year strategic forecasting.
Structuring for growth and profitability using Profit First methodologies.
With CFO Focus, you'll have a trusted advisor in your corner.
How Does It Work?
In our CFO Focus program, we become your strategic financial partner. We meet twice a month to review weekly cash flow forecasts, financial statement forecasts for the year ahead, Profit First implementation, inventory planning support, product profitability analysis.
When the unexpected happens, we're just phone call away.
Grow with confidence knowing you have the support and the data to make sound decisions.
Meet Your Coaches
Cyndi Thomason
Cyndi is the best-selling author of Profit First for Ecommerce Sellers and Motherhood, Apple Pie, and All That Happy Horseshit. With over a decade of experience in coaching ecommerce businesses, Profit First consulting, and speaking at ecommerce events, Cyndi knows how to turn a business around. Through coaching hundreds of clients around the world, she's seen it all and is ready to help you create a business that supports your life and dreams!
Jeremy Gross
Before working with bookskeep as one of our Advisors, Jeremy owned an ecommerce business with his wife. In fact, several years ago, Jeremy was a client. As he worked with Cyndi to plan his corporate job exit and work full time in his business, he became committed to helping others grow their business and build the life they want. Jeremy now has over a decade of experience in ecommerce financial consulting and Profit First coaching. He's been there and knows what it takes to get your business back on track!
CFO Focus: Your Challenges Solved
"I never know how much inventory to buy."
Forecasting inventory sales is part art and part science. We create scenarios to assist with your buying decisions.
"My business is profitable, but I never have cash in the bank."
True profitability is measured by your bank balances. We focus on Profit First to ensure your profits are real.
"I can't tell which products are actually making money."
Slow moving and poor margin products tie up cash that your business needs for growth. We identify which products are winners and losers.
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