Strategic Finance – — Your Clear Path to Financial Success.

Get a 'go-to' financial guide to lead you to business success

Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.

Does This Sound Like You?

Your business relies on you, or it all falls apart.
You're in a Catch-22. You want to grow your business but need cash to do so but you can't get more cash without growing your business!
You don't have a simple way to know what's working - and what's not working - in your business.
You don't know what to do to have a growing and more profitable business.

What's an outsourced CFO?

A CFO’s (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business.

We’ll give you one so that you can have more profit and more
cash flow than last year – every year.

All for one flat fee per mont

What A CFO Will Do for You

A senior CFO who becomes a strategic partner — tracking the numbers that matter, diagnosing performance, and handing you a tight monthly plan so your business grows more profitably month after month.

Scoreboard

A Scoreboard – a very clear way to understand the performance of your entire business.

Action Plan

An Action Plan – your CFO will give you a short list of the most important next steps that need to happen that month.

……all so that you will stay on track to have a growing, more profitable, and successful business.

What Makes Us Different

Oasis

Something that provides refuge and relief.

Unlike accountants or ‘fractional’ CFOs we understand the entire business (not just the numbers!) and provide strategic guidance

CFO

Someone that helps a business be a financial success.

Unlike accountants or ‘fractional’ CFOs we understand the entire business (not just the numbers!) and provide strategic guidance

Unlike business coaches or consultants, we understand the financial impact of every decision you make in your business and can give you financial guidance.

With our packaged CFO service, you’ll pay just one flat fee per month. No hourly billing. Just results.

We’re an oasis to overwhelmed and stressed-out business owners who want to have a growing, more profitable and successful business.

What our clients say...

We’ve helped generate millions in additional profit and cash flow for our clients.

"This is one of the best things that ever happened to my business."

"It's therapeutic to have someone to talk to that 'gets it'.

"This service is invaluable. You've helped my business so much."

"It's rare to find someone that can make finances approachable."

"Within just a couple of meetings, I became crystal clear on my targets and what I need to do to give myself a raise!"

"This program has been a tremendous help getting my business unstuck and growing again."

"Now, I don't have any problems meeting my payroll and even have a full year's worth of cash flow. I couldn't have done it without my CFO."

Are you in the business owner's trap?

There are three challenges facing business owners:

Challenge #1

You need cash to grow your business; but you don't know how to get more cash.

Challenge #2

You're an expert in your field, not necessarily an expert in business and financials.

Challenge #3

You don't understand the financial health of your business.

Because of these challenges, it’s no wonder that most businesses fail.So, how do you escape the business owners trap?By transforming from an ‘industry expert’ who happens to run a business to running your business like a professional, with the numbers driving the decision making. That’s why we exist. We provide simple financial training and services just for business owners so you can have a growing, more profitable and highly successful business……all without the overwhelm that typically comes with understanding numbers and financials.

About Us

Dr. Quintero, DBA, MBA

FOUNDER

Juan Quintero

FOUNDER

Jeff Prager

CO-FOUNDERS

With over 20 years of experience in the corporate world, where I served as Director of Operations, I honed my expertise in both day-to-day operations and strategic planning, including large change management projects. My career also includes a significant leadership role where I oversaw, led, and managed centers across multiple roofs. These diverse experiences have equipped me with a deep understanding of financial management, operational excellence, and strategic growth. I am proudly holding a Doctorate in Business Administration concentrated in finance, and an MBA, I have channeled my corporate expertise into helping small to medium-sized business owners over the past years. My mission is to empower entrepreneurs by helping them organize and understand their finances, make informed decisions, and ultimately grow their businesses. By focusing on improving cash flow today and building a business that will command top value in the future, I enable business owners to spend their time where it’s needed most: with their customers and employees. I work with a wide range of industries, including security agencies, automotive centers, insurance, creative sectors, trades, and manufacturing, providing tailored financial guidance that drives success.

Our Process

According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday. Half! They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on…). However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business. If they did, these businesses would not have failed. Period. It’s not enough to be an expert at your business. It’s not enough to have an accountant. It’s not enough to get a ‘business coach’. What you need is someone that can do three things for you every single month.

This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.

Your Path to Clear Growth & Profit

That’s why we exist.nWe created a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year. We’ll match you with a CFO who you’ll meet with each month.Your CFO will guide you through what we call the One Clear Path every single month. he result: You’ll know exactly what to do to have a growing, more profitable, and successful business. There are three main stages to the One Clear Path. Your CFO will start you at the bottom left with Stage 1.

Stage 1

Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.

Stage 2

Your CFO will uncover what your vision is for your business, and, together, we'll set targets for one-year and the next five years for the revenue, profit and cash flow drivers.

Stage 3

Each month, your CFO will meet with you and give you a Scoreboard as well as an Action Plan made up of a short list of 'objectives' and 'next steps'.

You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.

Schedule a Right-Fit Call

We may not be a right fit for you. You also may not be a right fit for us.The only way to tell is to schedule a 20-minute ‘right fit call’.On this call, one our CFOs will learn more about your business and determine if it’s a right fit for both of us.If it is, we’ll tell you more about our service, the fee and you can decide if it makes sense to continue.The next step is to schedule your Right Fit Call on the calendar below.