Blueprint CFO — Let's Build Your Company's Profitability Roadmap

Real Partnerships

We’re real people and so are you. At Blueprint, we believe that taking the time to know you allows us to deliver the best results. You are not just a client or set of accounts to our team, but a valued professional partner.

Real Results

We know you can take your business to the next level, so we equip you with the roadmap you need to get there.

Real Conversations

We help you look to the future, with a future-focused accounting
process that identifies key performance metrics on a weekly, monthly, and quarterly basis.

"BlueprintCFO built powerful models for all aspects of our financial performance: cash flow, profitability, margins, key performance indicators. These tools give us real-time data to use in management and in “what if” scenarios. Simply put, we make better financial decisions now. And we have BlueprintCFO to thank."

“I’ve had the pleasure of working with BlueprintCFO for many years and on several different projects. I have always seen him as a great advocate for his clients. He helps them navigate complex challenges. Not only that, the superb team at BlueprintCFO can assist with all accounting and financial advisory needs — whether an organization is growing fast or in a turnaround situation. Even better, Blueprint consistently provides these services at a very reasonable cost which easily pays for itself based on the outstanding results they produce.”

Food and Beverage

A major Sonoma Winery earning $50 million in annual sales ran into trouble during the Great Recession. A reduction in wine prices, coupled with decreased consumer spending, caused sales to drop.

Their bank brought in Jim to find a way to stop the bleeding. Leveraging accounting data, Jim uncovered logistical costs harming their bottom line. Employing a restructuring strategy, he helped them go from losing $150K monthly to breaking even, to eventual profitability.

Professional Services

To fix this, Jim and his team reorganized the loose affiliation of various portfolios under one umbrella. Taking them through an extensive planning process, they identified operational areas needing improvement. They also created a shared vision for the firm’s collective buy-in. Four years later, they are still growing revenues year after year by 20%.

Manufacturing

An aerospace firm in Pasadena suffered from typical entrepreneurship problems. Over-investing in new ventures unrelated to their core mission, they were burning up capital.

Brought in to help, Jim provided an analysis of their six divisions, recognizing one was losing $250K monthly. Desiring to return to cash flow neutral, the CEO engaged Jim to restructure operations. Within less than a year, they went from breaking even to becoming highly profitable.

Food and Beverage

Professional Services

A consulting service firm possessing more than 50 employees lacked a 3-year plan for their seven partners. Maintaining their own business within the larger organization, each struggled to get on the same financial page.

To fix this, Jim and his team reorganized the loose affiliation of various portfolios under one umbrella. Taking them through an extensive planning process, they identified operational areas needing improvement. They also created a shared vision for the firm’s collective buy-in. Four years later, they are still growing revenues year after year by 20%.