Invest in your business’ financial future with a Fractional CFO

Are you experiencing these “5 Challenges as a Business Owner”?

#1 - The business relies on you, the owner, or it falls apart
#2 - You need money to grow, but you need to grow to get money
#3 - You don’t know what is working, and what is not
#4 - You don’t have clear goals
#5 - You don’t have a clear path to follow

Our mission is to provide small to medium sized businesses with a proven plan and clear path to a growing and more profitable business.

What is a CFO?

A Chief Financial Officer (CFO) performs three main tasks, regardless of whether they are the CFO of a multi-billion dollar company or a small business:

1. CFOs track profit and cash flow.

2. We analyze the businesses’ financial strengths & weaknesses.

3. And, most importantly, we propose corrective actions.

How do we provide “One Clear Path” to success?

Our CFO service was created to provide target business owners with one clear and standardized path to a growing and more profitable business, yet want to leave the tedious financial responsibilities to the experts. Your CFO service is not here to replace your accounting and administrative team, but designed to work alongside you and your team to get the results you have always wanted.

We first work directly with you to set aggressive, yet attainable targets for Revenue, Profit, and Cash Flow. We then analyze the company’s financial performance each month and create a forecast of where we think the company will end up for the year. We then compare the forecast to the budgeted targets set, to come up with the best next steps on what drivers the business owner and key leaders should focus on over the next month, to meet the budgeted targets. The best part for you, is that we present the financial results and next steps each month in easy to follow score cards, instead of boring and confusing you with complex reports and analytics.

Ready to take the next step?

Are you ready to finally invest in your business’ future and get a dedicated advisor to help guide you towards a growing and more profitable business? Our fractional CFO service process can be better explained in more detail on a Free 30 Minute Right Fit Call. Click below to book a Free 30 Minute Right Fit Call today with Christopher Umbach CPA.

Meet Your CFO

Christopher Umbach CPA has been providing accounting and tax services for more than 20 years. Chris worked for over a decade for a Big Four accounting firm, consulting for multi-million and billion dollar clients. He also worked as a Controller in the Construction Industry for a multi-state, 8-figure wholesale/distributor. He earned his Bachelor’s of Science in Accounting from Miami University, while obtaining a Master’s of Taxation degree from the University of Cincinnati.

Christopher Umbach CPA started the Fractional CFO service business because we realized many small to medium sized clients were being under-served when it came to increasing and improving cash flow and profit, as our main focus was completing periodic accounting and tax compliance service needs, like most traditional accountants, book-keepers and CPAs.

Are you ready to start your journey towards:

  • taking home more money

  • finally having a clear direction

  • and getting back to enjoying your business?

Sign up to be the first to know about our events.