• You’re spending WAY more time than you should stressing over your finances
  • You get financial information from your accountant but  you have NO idea what it all really means
  • You make decisions based on feeling and really want financial data to ground yourself 
  • You can't goal set and brainstorm with fellow executive level entrepreneurs because your numbers are as clear as mud

Here's how we can help...

Feeling overwhelmed by your numbers?

Claiming that you aren't ready to hire a CFO is like looking for a map once you're already lost in the forest. The earlier the better when it comes to navigating your way.
Profit Pathfinder can be the bridge that connects your goals to their tangible realization with strategic, data-based decision making.

Identify your financial opportunities:
  • 2 1-on-1 Virtual Consulting Sessions totaling 
    5 hours!
  • Financial Goals and Planning
  • Cashflow Forecasting
  • Financial Statement Diagnostic


PROFIT PATHFINDER

One & Done.

Continued Support Service Packages

Maximize profits and financial understanding at any level...

Partnering for Optimal Strategy:
  • Annual Goal Setting
  • Bi-Weekly Check-ins
  • Monthly CFO Dashboard Review
  • Cashflow Forecasting
  • Budgets & Projections
  • KPI's and Goal-based Metrics
  • Support for Accounting Team
  • On-going Communications

CFO Enhanced

Turning Dollars into Decisions:
  • Annual Goal Setting
  • Monthly Check-ins
  • Quarterly CFO Dashboard Review
  • Cashflow Forecasting
  • On-going Communications


CFO STANDARD

Book a call

Includes Enhanced plus...:
  • Bi-annual in person goal meetings
  • Regular oversight of accounting team and financial close
  • Tax Strategy


CFO PREMIER

"Lauren's support on this drove the delivery of high quality work, value add feedback for us and confidence overall in this service. Her involvement freed up time of others within the organization to focus on other activities in developing new services and serving customers. " -JD

"Lauren's leadership and technical acumen drive a significant impact in terms of mentorship for our evolving structure." -CH

"Lauren lead us through a difficult project given certain complexities and unique issues. She was proactive in issues identification and suggested practical solutions by leveraging her experience and resources within her network."- AM

"Lauren stepped into a very difficult situation and performed at a high level. Lauren drew off of her historical experience and relationships to succeed during this difficult time. We couldn't have delivered without Lauren's oversight in driving the work to completion while ensuring quality." -AM

"As a result of Lauren's leadership, mentorship, communication and relationship building, we were able to obtain a high quality product prior to the anticipated delivery date for with minimal involvement from me. Thanks for all your help! " -JD

Partner with a CFO to turn your dollars into decisions

  • Coaching through financial info & concepts to make it SIMPLE
  • Identification of financial
    priorities & opportunities
  • Goal setting & prioritization

Insights & Navigation

Financial Reports

Systems & Collaboration

Accountability

  • CFO Dashboards
  • Cashflow Forecast
  • Profitability Plan
  • Industry specific KPIs
  • On-going communication
  • Centralized request portal
  • Working alongside your team
    to upskill accounting 
  • Action steps to achieve
    financial goals
  • Review of results against
    forecast and plan
  • Regular touchpoints

Proverbs 11:14 -

"Where there is no guidance, a people falls, but in an abundance of counselors,
there is safety."

UCFO on LinkedIn

Click here to
book a call

Contact us

lauren@unconventionalcfo.com

UCFO on Instagram

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