Stay
prepared, informed, and
in control.
Your bookkeeper keeps you organized and your accountant has you covered each tax season.
But who’s helping you think about future projects, financial value, and the effect of operating decisions on future cash flow?
Services
OFFICE
HOURS
Have specific questions or scenarios that you’d like to run by Josh? Book a call and get highly personalized advice—no matter the topic—in 90 minutes.
CFO
IMPACT
For those who need a financial leader without the full-time commitment. CFO Impact helps you align your goals with your profit strategy.
QUARTERLY
REVIEW
Make sure you’re heading in the right direction throughout the year. Check in quarterly to review, revise, plan, and implement your operating budget.
SERVICES
Josh Greenbaum is an author, speaker, and advisor to small business owners.
His concept of rolling budgets has been adopted by entrepreneurs and organizations across the U.S. who want their personal definition of success, impact, and freedom to drive their profit.
As the Principal of CFO Minded, he’s helped start-ups, celebrities, and founders make money, expand their teams, and restructure their businesses to eliminate burn out.
We’ve
got you
covered.
Office HoursOffice Hours are most useful if you’re:
Thinking about hiring a key employee / Contemplating a new compensation structure / Exploring the idea of raising money or getting a loan / Making money but can never seem to pay yourself enough / A bookkeeper who wants to advise clients at a higher level / Starting a consulting business and want to be aware of your blind spots
This highly focused 1:1 meeting is designed to get you quick answers to specific questions you have.
Select a time that works best for you and you’ll get my eyes, knowledge, and experience applied to the most pressing issue or opportunity you’re facing.
COMMITMENT: 90 MINUTES
CFO ImpactYour business has grown and preparing for tax season is no longer enough. You need a comprehensive, executive-level view of your business and how it’s serving you as CEO.
Together we’ll develop a financial mission statement that takes into account your personal vision and a framework for making sound financial decisions.
With a financial leader and consistent sounding board by your side you’ll feel more confident in all aspects of money, from budgeting and financial planning to investments, risk, and cash flow.
Using our Vision, Implement, Review, Revise method, we’ll set and recalibrate your budget when your business needs have changed, moving you from reactive operator to forward-thinking leader—confidently driving the business’s vision, change, and growth strategy.
COMMITMENT: 1 YEAR
Quarterly RevviewOther CFOs knock out your budget and leave it for you to deal with.
To really effect change you need someone to continuously engage with your books and review your assumptions to see if they’re still accurate.
Quarterly Review is an annual engagement, helping you understand what’s happening with your business’s finances each quarter and helping you forecast, budget, and plan ahead.
This will help you make better, more informed decisions and increase accountability to your vision and within your team.
COMMITMENT: 1 YEAR
