What Exactly Do We Do?
As a CFO, we strive for a partnership with the CEO where they have the certainty, trust, and freedom needed to PRODUCE and CAST THEIR VISION at the highest level. To do this, we make sure you are covered in the areas of PROTECTION and optimized in the areas of PROFIT.
Our Process is to Apply and then Schedule a Call to see if we are a good fit for you.
We FILL the FINANCE Seat on your Org Chart.
The extent to which we do that is based on your needs, goals, and budget.
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CEO’s….Imagine a world where…
You showed up to your office and there were equal feelings of high energy and peace. No stress, just productivity from your team. You show up around 8:15, not in a rush. You just dropped the kids of at school and stopped at the coffee shop. You happily greet a few of your employees as you walk into the conference room and sit down next to your CFO. He gives you the rundown for the week on sales, fulfillment, lead generation, quality, and cash flow. He lets you know that outlook for the next 6-8 weeks is good and that he’s cautiously optimistic that your forecasted profit may be a little better than projected. He does alert you to one thing he is monitoring that might become an issue but not worth talking about today.
The update from your CFO isn’t always so pleasant, but you’ve had them on your team for a few years now and you understand the ebbs and flows of your business clearly now. Some downswings are expected a few times in any given year so you don’t get too high with the highs or low with the lows.
You spend the rest of the morning preparing your Quarterly presentation to your team that is coming up next week where you regularly update them on how your long term vision is coming along and how it impacts them. You are excited to let them know that your company is being recognized as being a “Top Place to Work For” and your inviting them all to the celebration ceremony.
You have a lunch meeting with a local real estate developer on another potential investment. After that, you’ll sit in on the Operations meeting that you ran for years that is now run by your CFO. He actually does it better than you. If you’re honest, you can be kind of a distraction to the meeting, but you enjoy sitting in and feeling the energy of your team.
This afternoon you’ll swing by the house and pick up your wife and head to your son’s baseball game while you talk about weekend plans. Maybe you’ll head to the lake house…
As you leave your meeting with your CFO, you remind yourself how chaotic and unfulfilling your life was before they came on board and you let go of the reigns. That one decision has made such an impact.
We Offer Two Primary Services
Fully Outsourced Accounting
CFO Level Coaching & Consulting
Why Our Clients Work With Us
IT'S QUITE SIMPLE. GO FROM THIS...
Stressed About Cash
Frustrated with Unproductive Employees
Lack of belief in my goals
Managing a Job vs a Business
Making Decisions based on Feelings
Dealing with the same problems as last year
Lack of Trust in bookkeepers & CPA's
Clueless about my next tax bill
TO THIS...
Clear About Your Current & Future Cash
High Performing Team
Big Goals and Confidence to Reach Them
Consistently Working ON Your Business
Making Factual-Based Decisions
Solving The Most Important Problems
Financial experts who have your back
High Financial IQ about your business
Who Do We Work With?
These are some characteristics of our typical clients...
Annual Revenue ~ $750K-$3.5M
Owner-Operated, sometimes with a small Leadership Team
Looking to Grow in Revenue & Profit
Desires to Outsource certain business functions to experts
Values consistent goal setting processes
Willing to be honest about their business
Committed to long-term results rather than quick-fixes
We offer coaching and consulting focusing on three groups of people...
Business Owners
Leadership Teams
Accounting Professionals
Our services are done virtually and in-person upon request using the following methods...
Group Coaching
Online Guided Curriculum
1:1 Coaching
Focuses of our programs include...
Long Term and Short Term Goal Setting
Accounting Best Practices and Standard
How to Run Effective Meetings
Personal Development & Accountability
Defining & Tracking Metrics
In addition we make sure you have all of your accounting and finance needs fulfilled by connecting you with our CFO Network of experts in bookkeeping, tax, and CFO functions.
PROBLEM: CEO's and CFO's Speak Two Different Languages
CEO's say things like....
(Don't be this CEO)
FACTS
Are you willing to accept the real, raw, potential painful FACTS of where (and why) you are right now?
......
CFO's
Imagine a world where….
FOCUS
Are you actually putting your FOCUS into the things that will move you toward the future you want?
This is what it can be like….so why would you settle for …..
It’s 8am Tuesday morning and your boss, the business Owner, will be here any minute for your weekly update meeting.
You’re feeling good. Not stressed. Your team has updated your dashboards for you just like they do every week. The numbers are always accurate and they are the most relevant numbers - just 5 KPI’s. You worked hard over your first 6 months on the job understanding the business to put together a report that was concise and purposeful.
You meet the CEO in the conference room and go over the report with him. The 15 minute meeting is more conversation about the addition you are putting on your house and how your 1 year old is doing than the actual numbers. You casually mention that there is one number that looks concerning that you will be monitoring, but the CEO isn’t worried about it. As he leaves, he pats you twice on the shoulder and says “don’t worry, I’m sure you got this, thanks for the update, maybe I’ll pop in on your Ops meeting this afternoon, or maybe I won’t! - You’re the man!”
As you leave the meeting you think back on just two years ago when you were stuck in job where you felt shackled. You couldn’t be yourself. The likelihood of a small raise, let alone a bonus was minimal. The CEO would yell at you when you the numbers were bad, as if it was your fault. You had no staff to support you and were spending more time doing bank reconciliation and cutting checks than you were analyzing the business and leading people - the two things you really love doing.
Now, not only do you have job security, you love your job, your boss, and your co-workers. Your wife has been able to quit her job to take care of your two children because of how much money you’ve made. Your desire to create a legacy for your family is well on it’s way. Life is good.
CFO’s - Does this sound crazy? It starts with a decision
There are things you can control and things you can’t control. You can start to change the things you can control NOW. What are you waiting for….A better life awaits you….
CEO’s… Go from “In the WHOA” to “In the KNOW”. Stop being surprised with your numbers and get a true pulse on your business.
CFO’s… Be the #2 Guy, not the #1 Lie. The lie is that you are a savior for the CEO. You’re not. You are a trusted PARTNER.
Please take a quick second and do a self-audit:
Am I happy with where I am in my career.
Am I happy with the state of my business.
Am I happy with the amount of quality time I spend with my children?
Am I happy with the level of intimacy I share with my spouse?
Am I happy with the state of my health & fitness
Am I happy with the feeling of purpose in my life?
You may be wondering why I would be asking these questions. If you answered “NO” to any of these, it is likely a symptom of issues going on with your business or job. And these are things YOU CAN TAKE CONTROL OF NOW, regardless of the situation at work. LEARN HOW!
CFO's should be saying this...
CEO and CFO's understand each other... hmmm?
FRUIT
Are you actually putting your FOCUS into the things that will move you toward the future you want?
This is where we go EXPONENTIAL.
You don't realize what you are capable of until you are properly challenged. This is what happened to me.
This doesn't mean I'm going to tell you to do stuff that you have no business doing.
This means I'm going to help you get clear on what you REALLY want.
Not what your mastermind group says you should do. Not what your industry says you should do. Not what your boss says what you should do.
Not even what your spouse says you should do!
Yep - see there is a version of YOU that simply needs the FRUIT of certainty in who you are and what you want.
We're not going to battle between Marriage & Money. We are going to UNIFY them and the other domains as well.
All of this will unlock a POWER in YOU that will be able to EXCEED your current expectations of yourself for the first time in your life!
This is the story of why this mission is so personal for me....
HOW the CEO Failed Me as CFO...
I worked my way up the corporate ladder. Six figure salary. Fat 401(k). But I wanted more. The corporate red tape pissed me off. I wanted to make an impact. So I took off the golden handcuffs and went to work for a “small” company ($75MM Revenue). It was good pay and a fancy “CFO” title. But I was taking a risk. I was no longer hiding in the corporate world where I could just say the right things and keep moving up.
My new company loved my Fortune 500 experience. I was excited to go somewhere that I could actually make decisions that made an impact. It didn’t work out so well.
As “CFO”, my duties also included making sure the children of the family (who didn’t work for the company) got all the payouts they needed, analyzing the most cost effective uses of the “corporate” jet, and handling other “personal” matters that nobody else could know about.
In addition to the Accounting and Finance functions, I also was responsible for IT, Legal, HR, and Safety…which included (2) actual employees. I had a consultant tell me that based on the company size and my responsibilities, I should have a staff of between 10-15. I had five total.
The CEO was my age and we got along fine but he wasn’t calling the shots at the end of the day. The old man was still really in charge and he would call me randomly anytime he needed me for a project - disregarding what I was hired for in the first place or what I may have been working on at any given point in time.
When the family received a $50MM cash injection, I was fired. I knew something was up when bankers from Chicago and New York were flying in. The company went through three more CFO’s in the few years after I left, ultimately realizing that the Controller that worked for me was all they really needed.
HOW I Failed the CEO as CFO...
I could whine and complain about getting fired but a pity party doesn’t do me any good. And it doesn’t do you CFO’s any good to sit around and sulk if you are in a bad work situation or feeling undervalued or misutilized.
I lacked confidence and certainty. I was totally against some of the work they had me doing, but I did it anyway. It’s easy to be bullied by the man that pays you. I was a pussy. He may not have liked if I said what I wanted to say - but he would have respected me.
I was not given anywhere close to the resources I needed to do the job to MY standard. I should have stepped up and showed them what my standards were.
Bottom line, I was a people pleaser. I was a “Yes Man”. What’s crazy is I thought they knew what they wanted from me. They didn’t have a clue. When they finally realized some of what they wanted, I was exposed as not being that guy - and I hadn’t been my true self up to that point - so there was no place for me on the team.
I should have known who I was and been true to that man. That is integrity. And people of integrity recognize and appreciate that and I would have been welcomed by the right people.
Be the real you. Now.
You need to do it for yourself.
And there are people out there who need you to be that for them.
FRUIT OF THE FARM
In 2021 things were going so well in my business that my wife was able to quit her job. She took the summer off to decide what she wanted to do. She wanted to reignite her passion of competitive horse riding, something she gave up years before I met her. So we bought a young, cheap horse, and off we went. She had gotten her dream back.
"Imagine what your dream life would look like if you could buy the $10,000 horse?" My coach asked me this after we got that first horse.
It wasn't about the horse, it was about thinking bigger...what would it look like? What would it take to get there? What would it do for my marriage, my family, my purpose in life?
Today we have a million dollar farm with 10 acres and five horses. My wife is pursuing Olympic dreams and my kids ride and spend more time learning hard work on a farm rather than how to use Youtube. We have hosted hundreds of people on our property who get to experience the joy of horses and the legacy we are creating for our family and others...
So what do you really want? For yourself? Your family? The world around you?
FRUIT OF PURPOSE
It's not all about the money. In fact the money is secondary.
This process has helped me uncover the truth about why I am on this earth, what makes me unique, and how I can use those attributes to change the world.
Yes, I mean CHANGE THE WORLD, for the better.
This pursuit has taken me on a journey that got me everything that I wanted and then opened up a new possibility that I would have never been able to think of on my own had I not attended my first HAVE IT ALL protocol event.
For me, my purpose involves money. But it's about GIVING money away.
I already reached an Impossible Goal of giving away $100,000...and through this process I have my sites set on $100 Million!
(I'll tell you more about it this new possibility and how you can be a part of it at the event!)
What happened to me doesn't need to happen to you.
CEO's can get what they want and need.
CFO's can get what they want and need.
You can do this together. You can go a long way together. For a long time.
And one final thing...
- In 2020, a room of people wired $10,000 to sit for six hours with me
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I offered refunds if any of them were unhappy - nobody asked for one
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We covered the following, via in-depth training & keynote slides
P.S. - In case you're one of those people who skips to the bottom as soon as you open a page (ugh)...
P.S. - In case you're one of those people who skips to the bottom as soon as you open a page (ugh)...
Here's what you're getting when you sign up for the Have It All Protocol:
2-day Guided Workshop with expert Coaching and Guidance from Phil Mazur.
Your Personal Roadmap to HAVE IT ALL in 2024 Your personal plan for what matters most to you inside of Body, Being, Balance, and Business.
Clear Missions for 4Q-2023 Specific and measurable targets that will ensure you are on track for your "HAVE IT ALL in 2024" targets.
Lifetime Access to the Have It All Frameworks: The planning protocols that you will learn during this event are yours to keep and leverage for the rest of your abundant life.
Exclusive Sneak Peak at the Software Experience the software that is used to Gamify Your Entire Life so that you can plan, measure, and tactically attack your targets every day.
“Live” Recording Of All Event Sessions where you can see me answer questions & audience feedback, so every small nuance is addressed & covered for you if you miss anything or want to re-experience it.