CFO‑2Grow Your Financial Growth Partner.pdf

CFO-2Grow, LLC partners with ambitious businesses to provide expert financial direction without the full-time cost. Through tailored CFO solutions, we help unlock value, improve cash flow, and build financial strategies that fuel sustainable growth. Smart finance, made accessible.

1. CFO‑2GROW: YOUR FINANCIAL
GROWTH PARTNER
FRACTIONAL CFO SERVICES FOR SMALL &
GROWING BUSINESSES

2. Our Mission & Core Promise
Mission: Help businesses gain financial control and improve cash flow
exponentially.
How we do it: Listen → Set clear goals → Research options → Define strategy
& process.
Core Promise: “Proof, not promises” — focusing on measurable outcomes,
not just assurances.

3. Who We Are & Our Experience
Over 30 years of CFO / financial leadership experience.
Industries: Manufacturing, Distribution, Service, eCommerce, B2B
& D2C; worked with Fortune 500, private equity, family
businesses.
Credentials: CPA, Accounting degree from James Madison
University; MBA from Wake Forest University.
Approach: Professional, relaxed, collaborative; values shaped by
upbringing (great‑depression era parents), emphasizing work,
patience, adaptability, frugality & flexibility.

4. What Makes Us Different
Simplicity + Focused End‑Goals: avoiding overcomplication, keeping eye on cash flow
growth.
Forward‑looking & Strategic: forecasts, planning, anticipating risks & opportunities.
Trusted Partnerships: close working relationships with management, boards, lenders,
external firms.
Transparent & Practical: clear KPIs, profitability analysis, working capital
optimization.

5. Our Services Snapshot
Strategy: Aligning long‑term business and personal goals.
Profitability Analysis: Identifying products/services that make/lose money; balancing cost structure.
Maximizing Working Capital: Ensuring cash tied up is minimized and working capital supports
growth.
KPIs & Reporting: Define and monitor Key Performance Indicators; financial reports & compliance.
Forecasting: Rolling 12‑month forecasts to anticipate and adapt.

6. Why Choose CFO‑2Grow
Deep Expertise: Proven with diverse industries, large and small companies.
Passion & Commitment: Especially dedicated to small business success.
Tailored & Practical Solutions: Not cookie‑cutter; every engagement starts with
understanding your unique goals & situation.
Fixed, Transparent Pricing: Initial business analysis + fixed monthly fee for
ongoing services. No confusing hourly billing.

7. THANK YOU
www.cfo-2grow.com