Growth for the sake
of growth isn’t a
business plan.
As a business owner you can do anything.
While you may have reached a certain level of success on your own, you know that to take it where you want it to go requires a clearer vision and focus on the numbers.
That looks like knowing your most profitable services. Assessing risk. And figuring out if those marketing activities are giving you the return you assume they are.
Lead like a CFOMoney is
Freedom
Profit
Impact
Why are you working
so hard?
Is the goal to:
10x your business and exit? / Take a summer sabbatical? / Shift your business model? / Give yourself a raise? / Work how you want, when you want? / Bring on a partner? / Land a Forbes feature?
A healthy
business
requires a
healthy
business
owner.
Enough with the empty (and far too loud) claims to “scale to 8 figures and beyond.”
You can’t sustain growth if you’re constantly burned out or putting out fires. And deep down you know that what’s worked for others isn’t guaranteed to work for you.
Together, we’ll get clear on the motivation behind your drive and create a budget that drives measurable (and meaningful) revenue.
CFO Minded is led by Josh Greenbaum, a former Big Four
accountant who wanted more.
We work with visionary entrepreneurs who have big plans for their business and life.
Through strategic planning and financial mentorship, we help business owners lead sustainable, supportive organizations that continue to provide, year after year.
CLIENTS
+ Lagree Fitness
+ Truce Media
+ Thriving Learners
+ Deka Law Group
+ Spiraldot Ventures
+ Intrepid Spirits
+ Sottos
+ Knit Stars
+ ConnectUp Media
AROUND HERE
SERVICES
If you’ve grown your business and aren’t quite ready to hire a full-time CFO, you can have someone by your side guiding you through the next chapter.
Our financial strategy and oversight is 99.9% guaranteed to help you feel more comfortable making operating decisions, reignite your excitement for your work, and make work life and your personal life flow more naturally.
