5 Pillars of Concierge CFO Services
Knowledge
We create knowledge through creation of KPIs unique to the business and financial review. Armed with knowledge, owners can then diagnose and address issues that foster growth.
Planning
Without having a plan, its hard for a small business to move with any momentum. We help configure a plan and put the numbers to that plan so that they know where to spend their time.
Tactics
While having knowledge is helpful, the real values comes from knowing what to do next. At the end of each meeting, our clients, they know exactly what to concentrate on for the next 30 days.
Coaching
The great thing about what we do is that we see a lot! We bring a deep base of knowledge to our clients to create high value ideas and help through almost any situation.
Partnership
Being a small business owner is a lonely journey. Most don't have the size or budget for a leadership team. We walk the journey with our clients, not just as a CFO, but as a true partner.
Matt Krieger
Experience
Unlike many CFOs who grapple with fitting square pegs into round holes when it comes to small businesses, Matt brings a game-changing perspective. He knows what it’s like to be an entrepreneur because he was one. After 14 years of consulting and accounting experience, Matt bought and ran his own business. Having owned and operated his own business, he intimately comprehends the intricate dance of entrepreneurship. From crunching numbers to calling the shots, he’s your all-in-one guide to navigate the exhilarating journey of running a small business.Â
Trust
In the realm of small business ownership, it’s not just about numbers—it’s personal. Matt gets it. He sees beyond spreadsheets, grasping how every decision ripples. With a blend of practicality and strategy, Matt crafts a financial path that resonates. It’s not just about dollars and cents; it’s about your dreams and aspirations. With your best interests in mind, he’s more than an advisor—he’s a partner dedicated to propelling you toward success.
Knowledge
From intricate lease negotiations to crafting compelling compensation plans, and from orchestrating sales funnels to deciphering the mysteries of marketing ROI, Matt’s advisory experience covers it all. Need to secure debt financing? Seeking the optimal employee benefits strategy? He’s done it. With an impressive two-decade journey of client collaboration, Matt has a treasure trove of knowledge at your disposal. Embrace the power of experience and propel your business forward.
