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Founder Jim Downes Discusses Building Blueprint CFO on The Unnoticed Entrepreneur Podcast

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Jim Downes, the founder of Blueprint CFO, was recently featured on The Unnoticed Entrepreneur podcast. In this captivating episode, Jim sheds light on the evolution of Blueprint CFO from its inception to its current status as a leading fractional CFO and accounting service provider.

Distinguishing itself from conventional accounting firms, Blueprint CFO boasts a unique brand identity that resonates with both clients and top-tier professionals nationwide. Jim underscores the importance of precise accounting for small enterprises and details how he expanded Blueprint CFO by assembling a geographically diverse team and leveraging cutting-edge technology for seamless communication.

Listeners also gain insight into the inspiration behind the company’s name and its brand ethos, and shares his advice for emerging entrepreneurs.

Dive into this episode to learn more about Blueprint CFO and our rockstar team:

About Blueprint CFO 

Blueprint CFO is a future focused fractional CFO and accounting services firm based in Orange County, California. Partnering with entrepreneurial companies to guide and support them on their road to success, Blueprint CFO equips clients with the Profitability RoadmapĀ® they need to grow. Learn more at www.BlueprintCFO.com.

Media Contact:

Haley Stern
Director of Corporate Communications
hstern@blueprintcfo.com

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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