Do You Want to Scale Your Business?

Optimize cash flow and embrace financial growth.

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Our Purpose

  • We assist entrepreneurs in scaling their businesses, optimizing cash flow, and fostering financial growth.
  • Our approach is centered on understanding the unique aspects of each business.
  • We begin by actively listening to tailor our services to align precisely with your goals.
  • As your dedicated financial partners, we guide you through uncertainties, providing invaluable insights to steer your business toward success.

Why Hire a Fractional CFO?

There are many reasons why you may need a fractional CFO for your business, such as:

You are growing fast and need strategic financial guidance: If your business is experiencing rapid growth, a fractional CFO helps you navigate the challenges and opportunities by helping you plan and execute your growth strategy, optimize your capital structure, and manage your cash flow and profitability.

You are facing financial difficulties and need expert advice: If your business is facing monetary challenges, such as cash flow issues, a fractional CFO helps you identify and resolve the root causes of your financial problems, implement cost-cutting measures, and secure additional funding if needed.

You are preparing for a significant event and need professional support: If your business is preparing for a major event, such as a raising capital, a fractional CFO helps you prepare the necessary documentation, valuation, as well as manage the legal and regulatory aspects of the event.

You don’t have the budget or need for a full-time CFO: If your business is not large or complex enough to justify hiring a full-time CFO, having a fractional CFO can provide you with the same level of expertise and experience as a full-time CFO, but at a fraction of the cost and time commitment.

We follow a simple three step approach

Clarity

We cut through the noise to make your financial data simple, clear, and actionable.

Strategy

We design a customized cash flow roadmap tailored to your specific goals and dream outcomes.

Accountability

We help you build mechanisms to ensure the plan is implemented and progress stays on track.

Our Passion

My team and I

are passionate

about collaborating with businesses to help them scale, optimize cash flow and embrace financial growth.

Our approach is rooted in understanding the uniqueness of each business. Beginning with earnest listening, we tailor our services to align precisely with your goals. With a strong foundation in financial planning and analytics, we expertly craft forecasts that harmonize seamlessly with your business, guiding you towards strategic and well-informed decisions.

Background:

I’m Joe Isaac,

the founder of The CFO Group.

I started my career at the Big 4 CPA Firm, Ernst & Young, where I worked with clients in Technology, Aerospace & Defense, Manufacturing, and Insurance. These experiences gave me a strong foundation in understanding financial complexities.

I then spent the next ten years at Amazon learning how to start and scale businesses. While there, I:

  • oversaw the finances for the Sports division where we achieved solid growth and formed strategic partnerships with brands like Under Armour and Nike.
  • took on the challenge of turning around struggling businesses in Tools and Major Appliances.
  • played a key role In Amazon’s strategic partnership with Apple, ensuring it was a success for both sides.
  • led teams focused on Financial Planning, Analytics, and Technology for Amazon’s $250 billion International Retail segment giving me global finance experience.

Later, I shifted my focus to startups, aiming to help entrepreneurs in various industries such as handmade products, short-term rentals, restaurants, health and fitness, construction, and more.

If you’re open to collaborating and driving business growth, let’s connect. Please schedule a conversation. Together, we can work toward your business goals.