Are You Ready For a Blueprint CFO?


Is your business ready for a change?

Covid-19 has had an unprecedented impact of businesses large and small, causing brands across the board to pivot, evolve, and make new choices.  

For some companies, the pandemic accelerated their innovation. For others, it was a painful wakeup call.

If you want to be a successful leader in the future, you can’t rely on crises or impulses. You must utilize your data to make strategic moves and position yourself in such a way that no matter what happens, you are prepared.

The good news – you don’t have to go it alone. By partnering with a fractional CFO, you can continue to focus in on what you love, while trusting that you have your finger on the pulse of your brand’s financial future.

Don’t disregard your data

When most business leaders think of data, they think of revenue and profit. But while those metrics might help you keep your business alive, they won’t necessarily help your company from a growth perspective. Plus, those metrics focus on the past – what about your future?

It’s time to stop shooting in the dark.

A Blueprint CFO can help you stay data-driven. This starts with an important question: what is your definition of success? There is no right or wrong, but if you don’t know whether your aim is to gain new clients, expand your service offerings, reach a new market, or otherwise, how can you go about achieving it?

With strategic financial support, you can identify what your goals truly are, and what metrics best represent success in these areas.

Let’s forecast your future

Do you dread billing, invoicing, and managing your financials as a whole? If you’re only using your financials to look back, of course you aren’t feeling revved up about these aspects of business leadership!

Rather than dwelling on the past via your bills, financial statements and other numbers, a Blueprint CFO can help you look to the future. A data-driven profitability partner, your Blueprint CFO will take your numbers and help you see the possibilities, not just the regrets.

While we will serve as an extra pair of eyes and point out your blind spots, we won’t just address them – we will help you transform them.

So, maybe 2020 was the first time you seriously looked at your numbers in the context of the world and forecasted your future growth – but let’s not let it be the last!

Rather, let’s team together and craft a Profitability Roadmap that will help you withstand the storms, the bumpy roads, the uncharted territory, and whatever else your journey may entail.

Are you ready to map out your financial future? Email us to get started!

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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