“I really like the bridge from bookkeeping services to CFO services. I think this is very valuable for firms like mine who are trying to make the transition from compliance to advisory!”
“This is AWESOME! I've already reached out to a client who has dropped some services because they never know what they'll have in the bank. As much as budgeting helps businesses, I think more are going to buy-in to someone just doing predictions on bank balances. (Because they don't like budgets - they just want to know how much money they have.)
I also think this is an easy "yes!" for someone who may be gun-shy when it comes to paying for CFO service, but wants to know more about their likely cash flow. Great way to get them gently introduced to a lower level service, then, when the cash crunch inevitably hits, we can slide right into "I help business owners with issues like this".”
“THANKS! I needed this for my client. The excel template I have been using was way more complicated than this one. One more service to add to the growing list of CFO services.”
