Our FAQ

While our framework works for any size business, we’ve found our most successful partnerships to be with companies between $500K and $50M in annual revenue when we started working together.

We’ve found if you’re under $500K, there’s not enough levers to pull yet for us to back up our claim that we will not be a cost to your business due to helping grow profit.

Additionally, while we hope to be with companies well beyond $50M, we’ve found that business owners over this threshold likely have enough profit dollars to not have the same drive to experience change in their business.

Yes, many owners we work with refer to us as their “CFO”.

We are what you get when you mash together a CFO + experienced business advisor ranging from marketing to sales to operations and HR + business owner therapist!

Whatever you want to call that is fine with us (as long as it’s nice). We’re just here to help you get results.

While our framework is industry agnostic, because our approach makes for a solid foundation for any business, we know service-based business like the back of our hand. We have extensive experience in high-growth small-to-medium services business. Many owner exits, M&A transactions and appearances on the Inc. 5000 list. We have direct experience owning or influencing marketing, sales, operations, finance, HR, legal, etc. Businesses that heavily rely on it’s people is what we know and what we love.

Additionally, we heavily focus on determining if we are a good fit to work with the business owner.

Common qualities are: Those who are ready to grab the bull by the horns. You’re either sick of how things are or need guidance getting to the next level. Things are getting bigger, fast and you need help. You’re an action taker and not looking for a silver bullet, you’re ready to act with intentionality and purpose. While our framework and process works, it requires your effort to work ON your business (but we’ll guide you).

They record your past transactions, we use the data they record (in addition to other data) to inform the work we do together. We are here to help you understand what’s working and what’s not working in your business and what to do about it and our analysis extends beyond your basic financial statements. We tell you what’s working and not working in your business – down to marketing, sales and operational issues.

We are here to monitor and improve profit and cash flow while helping you get from where you are today, to what helps you achieve your vision and goals.

Yes. The numbers and your data simply inform us of how your business is performing, in what areas. Some customers like discussing their numbers in depth, some don’t. Either way is fine. What’s important is, we at The CFO Nexus know what numbers to look at to help you grow your profits and your business and where to go next to do so.

We will meet monthly via Zoom. However, if you are faced with a question on your action plan items, confused about next steps or need to talk through a challenge in your business, we encourage you to reach out. We are here to see you succeed.

No. We prefer to keep customers due to results, not contracts. We value relationships built on trust and performance over legalities.

IIf we vet each other properly, much less than the profit growth you’ll experience! With that said, we need to go through the free financial assessment to give you an exact price, but we charge a monthly fixed fee typically starting around $2,000/month for our monthly service.

We offer a monthly flat fee because…

1. It’s straightforward and you always know what to expect.
2. We don’t want you to feel nickel and dimed by reaching out to have us help you. Our ultimate goal is to help you be more profitable and thrive and a phone call or email shouldn’t get in the way of that.

Everything you spend money on should have an ROI and we’re no exception. If we’re a good fit to work together, we will more than cover our monthly fee from helping you increase profits.

We simply won’t take from a small business where we cannot do that.