What Is a CFO

A CFO Can Help You Get Accurate Financial Information & A Proactive Partner That Can Help You Make Strategic, Informed Decisions To Grow Every Single Year!

✔ WHAT WE DO: For more than 10 years, we have helped Businesses improve profitability, improve cash flow, and achieve a return on investment using our CFO Plan. We use a collaborative and proactive approach to coach the Businesses on improving the performance of their business and the wealth that can be extracted from the Business.

✔ WHY WE’RE DIFFERENT: We focus solely on Businesses, meaning we understand the unique cash flow challenges Businesses comes across. Because of that, we are able to help YOU discover the key areas that improve your cash flow, increase ROI and ensure your Business is Performing for you the way you are performing for your Business!


✔ WHAT OTHERS SAY:
1. Case Study #1 – Justin Knott, CEO of Intrepy Healthcare Marketing – https://www.youtube.com/watch?v=xbe1f3f0rkc&t=4s

2. Case Study #2 – Adrienne Richardson, CEO of We Are Powerplay – https://www.youtube.com/watch?v=K56zCn7KY98&t=3s

3.Cast Study #3 – Victoria Colangelo, CEO Of the Mitigation Banking Group

https://www.youtube.com/watch?v=Ilrjjd4HGNc&t=6s

✔ WHY IT WORKS: As a Business Profitability Partner, we are able to provide easy to use Actionable Financial reports to help manage your Business. This will help keep tabs on what Key Performance Indicators (KPIs) that are holding your Business back and how to improve them month in and month out. Things like:

Understanding Client Acquisition Cost – Calculating client acquisition cost is essential if you are looking to scale your business.  You want to always keep track if your advertising dollars are working are you just throwing them away every month hoping you’ll get something.  Hope is not a strategy!

Determining which clients along with Projects/Jobs are profitable and which ones are not.  Based on that we’ll provide you with an action plan on how to fix the clients along with their projects/jobs that are not profitable.

Finding Opportunities – Find strengths & weaknesses of your Business against your industry standards to find issues within your business.  Based on that coming up with an actionable plan to fix these KPIs.

Understand Client Retention – It’s hard enough to get clients.  Once you get them, what are you doing to keep them?  Do you know your client retention rate and how to improve client retention?

New visibility about Overheads – Are your overheads above industry average?  If yes, we will find out why.

No surprises come tax time – how many tax planning meetings do you have throughout the year?  With us, you’ll be meeting every Quarter for Tax Planning.

Eligible Tax Credits – There are several eligible tax credits that your business may or may not qualify for.  Our goal is to find every single tax credit available to your business legally and ethically.

Lifetime Value with Your Client – How to increase lifetime value of your client?  This can substantially add the wealth you will extract from your business over the years as you won’t have to do bring that many new clients if you can keep the existing clients for a long period of time.

✔ HOW IT WORKS: The first step to schedule a complimentary 45-minute Discovery Session to discuss your business goals and challenges. This is not just another “free consultation” but an opportunity to find out what is impacting your growth. I will provide an assessment of what is lacking in your business. I will make recommendations on the best steps to take your business to the next level.

✔ WHAT WE OFFER AS A STARTING POINT:
a) Understand your current operation and profit margin (if you know it)

b) Instantly give you a scoring/rating against industry averages + industry leaders

c) Provide you with an estimated tax savings amount possible in your case

Click “Yes, I want to Schedule My FREE Tax Assessment” button to book your FREE Tax Assessment

To your success,

Anshul Shah

238440176_526994988377861_3182643819338473324_n.png

+1 (407) 781 9806

© 2021 For information, contact Shah & Associates CPAs PA

What Is a CFO

A CFO Can Help You Get Accurate Financial Information & A Proactive Partner That Can Help You Make Strategic, Informed Decisions To Grow Every Single Year!

✔ WHAT WE DO: For more than 10 years, we have helped Businesses improve profitability, improve cash flow, and achieve a return on investment using our CFO Plan. We use a collaborative and proactive approach to coach the Businesses on improving the performance of their business and the wealth that can be extracted from the Business.

✔ WHY WE’RE DIFFERENT: We focus solely on Businesses, meaning we understand the unique cash flow challenges Businesses comes across. Because of that, we are able to help YOU discover the key areas that improve your cash flow, increase ROI and ensure your Business is Performing for you the way you are performing for your Business!


✔ WHAT OTHERS SAY:
1. Case Study #1 – Justin Knott, CEO of Intrepy Healthcare Marketing – https://www.youtube.com/watch?v=xbe1f3f0rkc&t=4s

2. Case Study #2 – Adrienne Richardson, CEO of We Are Powerplay – https://www.youtube.com/watch?v=K56zCn7KY98&t=3s

3.Cast Study #3 – Victoria Colangelo, CEO Of the Mitigation Banking Group

https://www.youtube.com/watch?v=Ilrjjd4HGNc&t=6s

✔ WHY IT WORKS: As a Business Profitability Partner, we are able to provide easy to use Actionable Financial reports to help manage your Business. This will help keep tabs on what Key Performance Indicators (KPIs) that are holding your Business back and how to improve them month in and month out. Things like:

Understanding Client Acquisition Cost – Calculating client acquisition cost is essential if you are looking to scale your business.  You want to always keep track if your advertising dollars are working are you just throwing them away every month hoping you’ll get something.  Hope is not a strategy!

Determining which clients along with Projects/Jobs are profitable and which ones are not.  Based on that we’ll provide you with an action plan on how to fix the clients along with their projects/jobs that are not profitable.

Finding Opportunities – Find strengths & weaknesses of your Business against your industry standards to find issues within your business.  Based on that coming up with an actionable plan to fix these KPIs.

Understand Client Retention – It’s hard enough to get clients.  Once you get them, what are you doing to keep them?  Do you know your client retention rate and how to improve client retention?

New visibility about Overheads – Are your overheads above industry average?  If yes, we will find out why.

No surprises come tax time – how many tax planning meetings do you have throughout the year?  With us, you’ll be meeting every Quarter for Tax Planning.

Eligible Tax Credits – There are several eligible tax credits that your business may or may not qualify for.  Our goal is to find every single tax credit available to your business legally and ethically.

Lifetime Value with Your Client – How to increase lifetime value of your client?  This can substantially add the wealth you will extract from your business over the years as you won’t have to do bring that many new clients if you can keep the existing clients for a long period of time.

✔ HOW IT WORKS: The first step to schedule a complimentary 45-minute Discovery Session to discuss your business goals and challenges. This is not just another “free consultation” but an opportunity to find out what is impacting your growth. I will provide an assessment of what is lacking in your business. I will make recommendations on the best steps to take your business to the next level.

✔ WHAT WE OFFER AS A STARTING POINT:
a) Understand your current operation and profit margin (if you know it)

b) Instantly give you a scoring/rating against industry averages + industry leaders

c) Provide you with an estimated tax savings amount possible in your case

Click “Yes, I want to Schedule My FREE Tax Assessment” button to book your FREE Tax Assessment

To your success,

Anshul Shah

© 2021 For information, contact Shah & Associates CPAs PA