Fractional CFO

A CFO tracks profit and cash flow, analyzes a business' financial strengths and weaknesses, creates monthly forecasts, and proposes corrective actions. While employing an in-house CFO can cost you upward of $150,000 per year, a fractional CFO gives you the same skills and service at a fraction of the cost. 

You'll finally understand the financial health of your business - and what to do about it. We will be your go-to financial guide to growing a more profitable business with increased cash flow. 

By taking a proactive approach instead of a reactive approach, DARE Advisory can help you avoid many of the common pitfalls that cause the majority of small businesses to fail within their first five years. 

We help business owners that are feeling stuck in their business, are struggling with controlling their growth, or are unsure of the best next steps for them to take. We analyze their financial health and provide them with one clear path to a growing and more profitable business.

Being a business owner can be lonely. When you hire DARE Advisory, we come along side you every step of the way. You will not longer have to be in it by yourself.  

An accountant is usually focused on how your business has done in the past.  They record your transactions, reconcile your books, prepare your financial statements and usually leave it there.

A CFO is a forward looking advisor that understands both the past AND the future and can put together a plan to help the business grow. We help tie your numbers to your goals and create a real plan for success. 

Yes! We put together a one-page "scorecard" each month that clearly shows you where your business is financially. We will talk through what is driving your revenue, profit, and cash flow, and any changes that need to be made to get closer to your goals. 

That's up to you! If you are willing to learn, adapt, and stick to the plans we give you it will absolutely work for your business. We will give you the tools and the advice, but it is up to you to take action. 

We get to know you and the goals that you have for your business. Then, we'll set financial targets that will allow you to accomplish them. Each month, we will track your actuals and forecast out where we think you'll end up at the end of the year. We will put together an action plan aimed at helping you get closer to your targets and meet every month to make sure you stay on track. 

DARE  Advisory can help businesses in any industry, retail- or service-based, to achieve success. Businesses that have been operating for 2 years or more and are turning at least $500K in annual revenue will be most likely to reap the benefits of a partnership with DARE Advisory. That being said, we are more than willing to work with businesses of any size. Also, we have a soft spot in our heart for women-owned businesses. 

DARE Advisory charges a flat monthly fee for our services. The amount can vary from business to business, but, bottom line, we're not going to charge you more than the money we can help you gain from a partnership with us. We are here to support you in growing a successful, profitable business, so we will be alongside you, cheering for your success as much as you are! If we don't think your business is a good fit for our services, we'll point you in a direction better suited for your unique business needs.  You will never be locked into a contract and can cancel at any time. 

Our memberships are month to month and you can cancel anytime. However, you don't get very good results from only working with a trainer for one month, right? We are in it for the long haul and want to get you the best results possible by being available to you as you grow. We recommend allowing 3-6 months for a proper onboarding.

The next step is to get on a call with us so we can learn about your business, goals, and pain points. Once we know a little bit more about you we will do a free financial assessment and give you a quote for our monthly fee. We look forward to partnering with you!