Where would you say that this vision of building this culture and essentially your business come from?
Yeah, it's a great question. I I
actually searched for these types of services when I was when I was in a role where I really needed them and
a quick backstory about me is I
was in a situation where it was such a blessing and disguise but a
CFO that was kind of over that I had to report to was left a position
with only you know, two or three months of my time being here and so a lot of the the CFO type of responsibilities
Kind of fell to me in that in that moment and I had to learn quickly
and so there were about three different service offerings that I
Shopped for along the way in terms of my training over the years
and the first one being you know, a bookkeeping company that really sent me a
they said they did CFO services and their CFO services was a
it was a management report that was just spit out from QuickBooks and they took the
Financial data and put it into their spreadsheet and then they sent me an email and said here's your management report with no analysis with no
Here's how we get from A to B. Here's here
You know, we're restructuring X Y and Z to make this more, you know strategic or make more efficient from an operational standpoint
And so what that what that felt was?
Well, this is not very helpful for me to really grow my business, but it came with the title of the CFO
so that was one before we moved on from them then I went to a CPA firm and
The CPA firm was was great in terms of the taxes
But at the end of the day, it was really hot, you know controller work, which they were helping me achieve
And so well, it was very helpful from a controller standpoint. They helped a lot of the efficient processes
There were still lots of question marks around. Well, how do we how do we grow this business?
How do we take what we have and go into this different market and you know some
Larger strategic questions that were looming and found that they weren't able to help that much either
and then lastly I we hired a CFO coach who
Was great technically but oftentimes showed up with hey
What do you want to talk about today and there was nobody really driving this?
And so what I found is that in my search of these services I
found
Not that they may not exist but that there was a hole in the market for small business owners
Where there's just this massive gap and that we find that so many of these people
These small business owners, they can't afford to go out and hire a full-time CFO
and
You know, they they oftentimes feel like they're they go to their CPA or they go to their
Their bookkeeper and they're asking for help and they find that the while they're great at their roles
They're more focused on the past and everything that they the business owner wants is in the future
And so how do you marry these two and they find that you know these vendors?
That's not their job and that's not their role. And so we've created our suite of services so that
business owners can really understand how their goals in the future can be mapped to what is happening in the financial
And how we create a roadmap to get from where they are today to where they want to be at an affordable price point
So you're getting the value of high-level strategic thought at a fraction of the cost?