Revati CFO Advisory: Break Free from the Business Owner's Trap
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
Does This Sound Like You?
- Your business relies on you, or it all falls apart
- You're in a Catch-22. You want to grow your business but need cash to do so; but you can't get more cash without growing your business!
- You don't have a simple way to know what's working - and what's not working - in your business
- You don't know what to do to have a growing and more profitable business
What is an Outsourced CFO?
An outsourced CFO guides your business towards sustainable growth, increased profitability, and long-term success without the overhead of a full-time executive.
What a CFO Will Do for You:
- Track your profit and cash flow each month to provide clear financial insights.
- Analyze what's working and what's not working in your business on a monthly basis.
- Conduct monthly meetings to review a comprehensive financial "Scoreboard" and establish an actionable "Action Plan" for the next period.
Our "One Clear Path" Methodology: Guiding You to Financial Clarity
Stage 1: Show what's driving revenue, profit and cash flow
Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
Stage 2: Uncover vision and set 1-year and 5-year targets
Your CFO will uncover what your vision is for your business, and, together, we'll set targets for one-year and the next five years for the revenue, profit and cash flow drivers.
Stage 3: Monthly meetings with Scoreboard and Action Plan
Each month, your CFO will meet with you and give you a Scoreboard as well as an Action Plan made up of a short list of 'objectives' and 'next steps'.
What Makes Us Different
Financial Impact Expertise
Unlike business coaches or consultants, we understand the financial impact of every decision you make in your business and can give you financial guidance.
Holistic Strategic Guidance
Unlike accountants or 'fractional' CFOs, we understand the entire business (not just the numbers!) and provide strategic guidance.
Support for Business Owners
We help overwhelmed and stressed-out business owners who want to have a growing, more profitable, and successful business.
Transparent Flat Fee Service
With our packaged CFO service, you'll pay just one flat fee per month. No hourly billing. Just results.
The Business Owner's Trap: Are You Stuck?
Does This Sound Like You?
- You're working endlessly in your business, but it's not working for you.
- You're an expert in your field, but feel like a novice when it comes to business financials.
Challenge #1: Cash Flow Confusion
You know you need cash to grow your business, but you're unsure how to generate or access more of it effectively.
Challenge #2: Business & Financial Literacy
You excel in your industry, but understanding complex financial statements and making data-driven decisions feels overwhelming.
Challenge #3: Understanding Financial Health
You lack a clear picture of your business's true financial standing and profitability, making strategic planning difficult.
This is the "business owner's trap" – being an industry expert who happens to run a business, rather than running your business like a professional. We help you transform this by empowering you to run your business with clarity, using numbers to drive every decision and ensure your business truly works FOR you.
About Kristina Caldwell: Your Dedicated CFO Advisory Partner
Kristina Caldwell, an experienced CPA and CFO Advisor, is the founder of Revati CFO Advisory and Revati Accounting. She has a deep passion for helping business owners succeed and specializes in empowering small businesses to achieve significant growth and profitability.
Having personally navigated the challenges of entrepreneurship, Kristina intimately understands what it feels like to be overwhelmed, lonely, confused, and frustrated. More importantly, she knows the profound satisfaction of building and maintaining a financially healthy business.
Her mission is to guide business owners to a place where they can finally take time off, earn the real money they deserve, and have a business that genuinely works FOR them.
Is Revati CFO Advisory the Right Fit For You?
Ready to Transform Your Financial Future?
If you lead an established business and you're tired of working harder than your business, schedule your Right Fit Call today. Discover how Revati CFO Advisory can help you gain control and clarity.
We understand that finding the right partner is crucial. Just as we want to ensure we can genuinely help your business, we also want to be sure our services align with your needs.
The only way to determine if we're a good mutual fit is to schedule a no-obligation 20-minute 'Right Fit Call'. Here's what you can expect:
- On this call, one of our CFOs will learn more about your business, your challenges, and your goals.
- We'll mutually determine if Revati CFO Advisory is the right fit for both of us.
- If it is, we'll tell you more about our service, the fee, and how we can empower your financial future. You can then decide if it makes sense to continue.