Who We Are

At Blueprint CFO we’re dedicated to helping business leaders make lasting success a reality.

With our commitment to excellence, integrity, and personalized support, we would be honored to serve as your profitability partners as you navigate your company’s growth.

When you work with Blueprint CFO, you gain both the personalized attention of a strategic partner who understands your unique challenges, paired with the comprehensive support of an entire team
of finance, accounting, and data experts.

Let's work together to make your exciting future happen!

We believe in the power of data to improve strategic business decision-making.

While accountants so often focus on the past, we believe that numbers should be strategic conversation starters, not the final word. We call this future-focused accounting.

At Blueprint CFO we are passionate about helping business leaders and entrepreneurs take a forward approach to accounting and finance, utilizing the power of data-driven thinking to drive strategic success.

With timely and accurate data in hand and a profitability team at your side, you will not only have peace of mind about your business today; you will also expedite growth and achieve your company’s future goals with greater speed and precision.

But it's not just
about numbers.

We pride ourselves on being more than just financial advisors – we are trusted partners who are genuinely invested in your success.
We understand the struggles and concerns that come with managing the growth of your business, which is why we take the time to understand your company inside and out. In doing so, we strive to provide strategic guidance and support that extends far beyond traditional accounting and fractional CFO services.

When you partner with Blueprint CFO, you gain a dedicated team that is committed to your long-term success and is there for you every step of the way. Serving as your right hand, you can focus on what matters most to you — whether it’s your executive zone of genius, or even your work-life balance, resting assured that the Blueprint CFO team has a handle on your financial operations and the overall growth of your business.

Our Core Values

Put Each Other First

Be Excellent & Provide Excellence

Entrepreneurial Growth Mindset

Collaboration & Teamwork

Get Things Done (While Having Fun!)

Create Exciting Futures

Through our unwavering commitment to these values, we aim to be the catalyst
that helps businesses thrive, innovate, and achieve sustainable success.

We Understand

At Blueprint CFO we understand the specific needs of business leaders like you, and we are here to address these challenges head-on.

Common challenges we help business leaders with include:

  • Limited Financial Visibility
  • Inefficient Financial Processes
  • Complex Compliance Requirements
  • Lack of Strategic Financial Planning
  • Limited Data-Driven Insights

But above all, we understand that business leaders too often face the challenge of going it alone, without a trusted strategic partner they can count on.

We aim to be a resource for you in all aspects of your company’s growth, so you can get some of your time back and focus on your unique priorities, while still growing the business.

What Sets Us Apart

  • Our Belief in Partnership: When you choose Blueprint CFO, you can expect a trusted partner who is dedicated to your success, provides tailored solutions, and brings a future-focused mindset to your companies financial and operational data.
  • Our Mindset: At Blueprint CFO we embrace innovation, adaptability, and a relentless pursuit of excellence. We believe in building strong relationships with our clients based on trust, transparency, and open communication.
  • Our Dedication: We go above and beyond to deliver exceptional value and help you achieve your business goals. We are dedicated to providing our clients with the highest level of professionalism, expertise, and personalized attention.
  • Our Expertise: Our highly qualified and experienced team members possess a wealth of expertise and knowledge. Our team’s diverse range of skills and backgrounds ensures that we can effectively address the unique needs of each client. Our staff is comprised of Experienced Chief Financial Officers (CFOs), Certified Public Accountants (CPAs), Data Analytics Experts, Industry Specialists, Mergers & Acquisitions Specialists, Strategic Planners, and more.

"Blueprint CFO established a new timeliness to our accounting function. Because of the Blueprint CFO team, we now have the fastest monthly closes we have ever had, along with great information which we immediately use to make business decisions."

Lisa Papini, President & CEO of Dante Valve Company

Working Together

When you partner with Blueprint CFO, we will help you to:

  • Streamline and automate your
    financial processes
  • Enhance financial visibility
  • Provide strategic financial planning
  • Ensure compliance
  • Leverage advanced data analytics

The Result? Improved Efficiency, Cost Savings, Revenue Growth, Enhanced Financial Visibility, Compliance, Risk Mitigation & More Hours in the Day for YOUR Needs as a Leader!

"I always know I've got someone on my shoulder looking out for what really matters."

Founder of general contracting firm

Next Steps

Are you ready to unlock the full potential of your business?

Don’t wait another moment to take action! Schedule a consultation with Blueprint CFO today and discover how our future-focused solutions can drive growth, optimize your financial performance, and position your business for success.

Together, let’s lay the foundation for a prosperous future.

Blueprint CFO

© Copyright 2020 | BlueprintCFO

Contact Us

We’re ready to help.

Send us a message by completing the inquiry form below.

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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