What's your next?

In today’s complex business landscape, leaders often find themselves standing at a critical crossroad. Despite their vast expertise, they are faced with a significant gap that obscures potential paths and introduces unexpected challenges that can impede progress and innovation.

A void in financial knowledge veers ventures into vagueness, vaulting towards variability, and verging on vulnerability with every economic fluctuation. This knowledge gap results in missed opportunities in market strategies, a hesitancy that disrupts team synergy and obstructs crucial decisions. It fosters a culture of caution instead of confidence, where opportunities are missed, leading to missed rewards for the business. The absence of sharp financial foresight restricts resources, hampers predictions, and creates a future filled with financial uncertainties.

Imagine enriching your leadership with the ability to launch well-informed and intelligent initiatives. This is the influence and result of a CFO’s viewpoint within a company. This essential collaboration is invaluable, cutting through financial complexities to offer clarity and assurance. This transformative shift exemplifies aligning with a CFO, transforming intricate financial challenges into comprehensive viewpoints.

Enhancing your leadership team with our financial expertise establishes a strong base for growth. It involves progressing from analysis to practical guidance that speeds up your progress. Guiding and motivating your team to make careful and calculated choices.

What does this look like in practice? Check out of some of our advice on this topic below:

Create Your Next!


We were in a meeting with a CEO where he was describing the role of his Controller, who essentially serves as the CFO of his company. The CEO described that this person reported on the Key Performance Indicators (KPI’s) of the company. We asked, “Does she tell you what they should be?”

Revenue forecasting is an important aspect of business planning and financial management. Accurate and relevant revenue forecasts help you make informed decisions, allocate resources effectively, and set realistic financial goals.

Jay Patel is the CEO at Amtech, a family run, family-owned and operated electronics manufacturing business. Amtech serves other, often much larger businesses that need dependable, high performance electro-circuitry to make their products run, and Amtech’s been meeting that need since Patel’s father started the business.

Liz O’Melia

CFO | Principal

Liz O’Melia is an accomplished financial executive with extensive experience delivering financial and operational performance. Throughout her career, she has focused on enhancing profitability and driving sustainable business improvements. Liz works closely with business leaders as a strategic and operational partner to understand their goals, to develop appropriate strategies to achieve them and to continually review results. [Read More]

Josefina Garcia 

CFO | Principal

Josefina Garcia brings nearly 20 years of experience working directly with owners and directors of small- to medium-sized companies across various industries. She is passionate about using a holistic approach to business management, building systems, and creating strategies that improve interdepartmental workflows and increase profitability. [Read More]

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