CFO SERVICES – The Framework for New Growth

Imagine receiving just the right information when needed while also having access to an experienced source of business advice when making important decisions. For only a few hours a week, CBV will dig into the detail of financial and operating workflows, track cost behavior, leverage banking relationships and align financial reporting with business processes. The best financial practices start with an intimate understanding of business’s cash flow and cost behavior to maintain working capital adequacy which is the foundation of any business plan. CBV seamlessly works with the client’s existing professional service team and values maintaining a cooperative work environment.

Our practice features the following areas of expertise:


Business Planning – by linking operating and financial objectives with market realities, the CEO/Owner will have reliable guidance to measure progress and communicate a meaningful growth story.

Financial Reporting & Analysis – it begins with the budget but goes further to extract business information that resides in accounting data to assist the management team in making better decisions and create a more meaningful business forecast.

Margin Expansionthe two sided equation of revenue and expenses must be addressed via techniques such as pricing mechanics, scale, product/service extension, cost behavior and bundling of purchasing power.

Cash & Capital Adequacycash flow modelling is the starting point but capital management must go further into establishing lines of credit and a balanced evaluation of future investments, purchases and expansion projects.

Business SystemsInvestment in IT systems should drive scalability whether its customer facing or internal to operations but it’s the installation that carries the most risk and requires experienced oversight of IT vendors in dealing with these vital process details.


  • "Experience is that most brutal of teachers. But you learn, my God do you learn." -C.S. Lewis

  • "Action expresses priorities." -Mahatma Gandhi

  • "Choose a job you love, and you will never have to work a day in your life." -Confucius

  • "Innovation distinguishes between a leader and a follower." -Steve Jobs

  • "Continuous effort - not strength or intelligence - is the key to unlocking our potential." -Winston Churchill

  • "Perfection is not attainable, but if we chase perfection we can catch excellence." -Vince Lombardi

  • "Always bear in mind that your own resolution to succeed is more important than any other." -Abraham Lincoln

  • "Do not fear mistakes. You will know failure. Continue to reach out." -Ben Franklin

  • "Anyone who has never made a mistake has never tried anything new." -Albert Einstein

  • "Don't part with your illusions. When they are gone, you may still exist, but you have ceased to live." -Mark Twain

  • "I've learned that mistakes can often be as good a teacher as success." -Jack Welch