Transforming your business into a Financial growth engine Profit-maximizing system
Matthew Lopes
Co-Founder and CFO
Track your profit and cash flow each month
Our specialists conduct a thorough review of your financial situation to pinpoint opportunities for growth. With comprehensive reports and personalized consultations, we empower you to grasp your business’s financial complexities and make well-informed decisions.
Analyze what’s working– and what’s not each month
Leverage the extensive expertise of our CFOs, who have a history of guiding businesses to success. They offer strategic financial insights and develop growth-focused plans customized to your specific needs, ensuring a clear path to prosperity.
Monthly Check-In’s
Your Virtual CFO will meet with you for about an hour each month to provide two key tools:
- A Scoreboard – A straightforward overview of your business's overall performance.
- An Action Plan – A concise list of the most crucial steps to take for the upcoming month.
Customized Financial Plans
We develop customized financial strategies designed to tackle your company’s unique challenges while implementing action plans that transform your business into a money-making machine. Our tailored solutions align seamlessly with your goals, ensuring a partnership centered on driving your success and growth. With our guidance, you’ll stay on track to build a thriving, more profitable, and successful business.
Trusted by industry leaders:
Why Hire an Outsourced Virtual CFO with M7?
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Track profit and Cash flow
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Analyze the Strengths and Weaknesses
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The Result
Working with M7 has been a game-changer! They helped us set up our business correctly from the start, saving us time and money by ensuring everything was in place. Now, our company has reached 7 figures. they cares about our success and consistently provides strategies that set us up for long-term growth.
Our Process
We find that this schedule works best for most clients, but it is tailored to your needs – and we are always available for questions, calls, and impromptu meetings.
Pipeline
WEEK ONE
Cash Flow
WEEK TWO
Forecasting
WEEK THREE
Follow up Projects
WEEK FOUR
Need Help with VCFO? Start Here
Virtual CFOs are professionals in financial management. That is all we do. Accountants are professionals in taxes, financial statement preparation, and auditing. Asking your Accountant to assist your company in financial management and strategic planning is a little like asking your architect to build your building.
Virtual CFOs perform a variety of essential roles, including:
- Financial Strategy: Crafting strategies aligned with long-term business goals.
- Cash Flow Management: Ensuring businesses maintain healthy cash flow.
- Risk Management: Identifying and mitigating potential financial risks.
- Financial Reporting: Overseeing accurate and timely financial reporting.
- Cost Management: Finding ways to reduce costs and increase efficiency.
Choose based on your business size and needs:
- Transactional: For small teams needing basic financial oversight.
- Controller: For mid-sized teams requiring regular financial analysis.
- Virtual CFO: For larger organizations needing strategic support.
It’s ideal for businesses:
- With over $2 million in annual revenue.
- Looking for financial advice without hiring a full-time CFO.
- Replacing an existing CFO or needing strategic financial insights.
You probably do not need a Virtual CFO if your controller: provides you with timely, accurate, and insightful financial and operational information about your business; is the person you trust to help you create and update your strategic plans; can help you assess your organizational efficiency; is helping you lead your company to the next level; has assembled a talented and professional accounting staff; can put together a financial package, effectively present it to your banker, and get the financing you need. If your controller cannot do these things, a Virtual CFO can.