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Ready to see your real numbers? Book your free review.
45 minutes with a FinElevate CFO on your real numbers. At the end, if a Business Blueprint makes sense, we’ll tell you. If not, you keep everything we found.
Bring your numbers: have QuickBooks open and logged in. Using something else? Have your last 12 months of profit and loss handy.
Have questions first? They’re answered below.
Questions owners ask
Who is this for?
Owners doing $2M to $20M in sales who’ve outgrown their bookkeeper but aren’t ready for a full-time CFO. Doing $750K or more? CFO Advisory may fit. Book anyway. We’ll tell you honestly whether we can help.
Is the review really free?
Yes. No cost and no obligation. You leave knowing what’s working, what isn’t, and what it’s costing you, whether we work together or not.
What happens after the review?
If there’s a fit, the next step is a Business Blueprint. In two weeks you get the full picture of your profit, cash, and valuation, benchmarked against real businesses in your industry, plus a 90-minute session on what to do next. If we don’t find at least $100,000 in opportunities, you get your money back and keep the Blueprint. (Guarantee applies to businesses over $2M in sales.) If it’s not a fit, we’ll tell you, and you keep everything we found.