CFO on Speeddial

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About

CFO on Speed Dial provides comprehensive financial strategy services specifically designed for small business owners and entrepreneurs with social impact missions. The company offers three main service tiers: Fractional CFO services that include ongoing financial strategy, analysis, coaching, and advisory support to boost business resilience and improve financial results; Meaningful Money, a condensed program that develops financial skills, tools, and confidence for smaller companies preparing to scale; and Fast Action projects for short-term CFO assistance on critical initiatives like forecasting, financing preparation, or cash flow management. The firm specializes in linking business strategy to both social impact and personal goals, helping clients transform from feeling like financial amateurs to becoming professionally empowered. Their expertise covers strategic financial management, tax planning, profit optimization, cash flow management, financial reporting systems, and business growth financing. CFO on Speed Dial serves impact-driven companies across various industries, with notable clients including Charlitos Cocina, Foodprint Group, and Four & Twenty Bakery. The company is certified as a minority and women-owned business enterprise (MWBE) and maintains memberships with the American Sustainable Business Council and Social Venture Circle. They also offer educational resources through The Money Room, providing workbooks and videos for companies ready to level-up their finances, and publish regular content on strategic financial management topics.

Services & Capabilities

Fractional CFO services, financial strategy and analysis, cash flow management, profit optimization, business forecasting, financing preparation, tax planning, financial reporting systems, business growth advisory, and financial education programs for small businesses and entrepreneurs with social impact missions.

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