(770) 615-6640
Why is AskOurCFO different?
We are entrepreneurs, too
We have been entrepreneurs, starting, growing, and selling businesses. When you face a challenge and are still determining the best next steps for your business, you need an experienced advisor with relevant, reliable, and timely data to help you solve it.
Our best-in-class technology makes things clear & actionable
Our technology-forward approach, combined with our experience as business owners, allows us to provide you with the financial data, a clear understanding of what it means for your business, and the decisions and actions needed to achieve the growth outcomes you desire.
We are part of your team
Each of our clients has a bookkeeper and CFO. This teaming approach gives you the individualized, dedicated attention you deserve, but if you have a bookkeeper you love, we’ll happily work with them. We also have a team of process and systems designers supporting your business growth when tweaking how things get done within your med spa needs attention.
You’ll dig our approach.
- Transparent service deliverables, processes, and targeted outcomes.
- Consistent, clear communication.
- Technology that supports efficiency and pursuing growth.
- No long-term contracts
We know that trust and the value we provide are earned. So, if you don’t thoroughly enjoy working with us during our first month together, let us know. You won’t pay a dime, and we’ll still be friends.
You’ve never done your med spa finances like this before…growing your practice (and crunching numbers) with us is FUN.
We believe in living a balanced life and support our clients in doing the same. Are you up for a walk along the beach, a game of pickleball, or a painting class? We are, too! Let’s work together to balance your practice’s Balance Sheet and your life.
CFO Services
As your outsourced Chief Financial Officer (CFO), we guide you through your med spa practice finances and help you and your business thrive. We make sure that understanding your finances is simple and stress-free and that they provide insight into where and how to transform your practice. We offer all the benefits of a CFO at an affordable, predictable monthly fee. There is no need for a full-time CFO salary.
We provide strategic financial insight and actionable decisions leading to increased patient revenue and owner cash flow. And we’re here to support you when you need a sounding board for ideas.
Here’s How…
01.
STEP ONE
Extract the data that drives your practice. This will allow us to confidently forecast your financial decisions. Now that we have real-time data to back solid decisions let’s collaborate on profitability and cash-flow growth.
02.
STEP TWO
Set Goals with Trackable Metrics & Keep a Scorecard. We want you to think big and pursue your personal and professional goals. We create an easy-to-understand real-time dashboard that shows all the critical financial measurements, such as revenue per day by provider, patient acquisition cost, consumables, and other operating costs, so that we can hit your cash flow targets. When metrics are tracked in real-time, decisions can be made timelier, allowing you to scale your practice when and how you want.
03.
STEP THREE
Meet monthly to measure progress and adapt. Our monthly meetings allow us to clarify what is working and what needs to be tweaked so that your long-term goals stay within reach. We’ll walk through your Scorecard metrics and discuss what should be top of mind operationally for the upcoming month.
Thoughtful Questions Your Fellow Growth-Focused Med Spa Owners Asked Before Saying Let’s GO!
We go beyond simply providing financial reports. We work with you shoulder-to-shoulder to understand your key outcomes for the year. This lets us keep you informed about your financials and operations so you can have confidence that you’re progressing toward achieving them while tackling potential challenges before they become problems.
We’ll examine your historical numbers and planned targets to confirm that there is enough upside growth potential in profitability and cash flow growth to justify the investment in our services.
We only take on clients where we feel confident our financial oversight and recommendations will have an immediate impact on your profitability. The financial improvements we’ll make together will offset the cost of our services and bring more growth opportunities for your med spa.
If we take you on as a client and you decide it’s not the right fit, there is no contract. So, you can cancel anytime and even get a refund of your most recent monthly service payment. We want you to have total peace of mind in our relationship and in all areas of running your business.
Here’s a recap to determine whether you’re ready to team with us
- If you’re a med spa medical practitioner and entrepreneur who wants to get out of some of the messiness of working in your business and step into leading your business...we should team together.
- If your business is booming with growth, and you need a sounding board and real-time financial data to determine your next best move...we should team together.
- If your financial reporting is messy and you don't know how to make sense of it... we should team together.
- If you need more sleep because you're doing too many things managing your business, and it’s challenging to keep up with all those demands, we should team up.
- If you’re bringing in more revenue than you ever thought possible, but your personal earnings have yet to grow as they should, we should team up.
- If you’re ready to build a med spa that will keep growing with reporting and systems that can handle the obstacles that will inevitably come your way... we should team together.
