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Casual photo of Morgan and Rob, the husband and wife team who own RealCFO, smiling warmly together in a relaxed setting

realCFO aims to instill confidence in business owners' choices through fractional CFO services and financial consulting, guiding them to achieve financial stability and informed decision-making.

 The approach is structured into three phases:

Current State: RealCFO focuses on understanding the client's business, their working style, and how information flows throughout the organization.

Implementation: The agreed-upon financial plan is put into action, which may involve optimizing existing software or introducing new solutions.​

Peace of Mind: Clients make data-based decisions, receiving regular monthly financial statements (Cash Flow, Balance Sheet, and Profit & Loss) that are compared against their annual plan and forecast.

Contact

rob@realCFO.net

216.965.9132

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