21st Century CFO Services

For Health & Wellness Centers, Integrative & Naturopathic Practices

Coming Soon...

Next Level Advisory & CFO Services

Ready to grow and scale your business?

Different processes, mindsets, and metrics are needed depending on where you are and where you want to grow to.

This concierge service goes deeper than your financial reports and establishes the connections between your workflows and your financial performance.

Focusing on the right areas for growth at the right time, we give you a clear, actionable path to achieve consistent, positive cash flow AND the success you dream of.

Advisory services include:

  • Budgeting

  • Forecasting

  • Manage and Improve Cash Flow

  • Analyze financial strengths and weaknesses and give appropriate recommendations

  • Create strategies for every area of business (marketing, sales, costs, human resources, client attraction and retention, etc.)

  • Develop management skills

  • Improve a business' organizational structure

  • Guidance to implement a holistic, healthy, performance-based management approach

  • Set Targets, Objectives, and Goals for your personal end goal (grow, sell, retire, pay yourself more, bring on a partner)

  • Working with key leaders within the organization as necessary (directors, managers, etc)

A full-time CFO costs at least $200K or more per year, and only big businesses can afford them.

But you deserve that level of attention and expertise too.

Now you can, at a fraction of the cost.

Services not provided:

At this time, we are unable to provide tax preparation or filing.

We also do not provide debt collections services.

We will be happy to make recommendations as we are able.

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Kingsport, TN | (541) 525-0380