Our Process Is Simple

First, we listen.

Our process is simple, we listen to you and your needs. Capital CFO is a boutique financial services company that outsources bookkeepers, CFOs and even helps your family manage their budget. We work with our clients and our initial consultation is to determine your current and long term needs. We will help you to determine the most affordable and customized plan for you. 

We get to know you and your business.

We want to know what’s going well and what is bothering you most. To help you get on track, we need to be aware of the key issues you are facing financially. We build trust by getting to know the ins and outs of your company and establish a foundation for the relationship.

We add value.

We are efficient, reduce costs, and allow you to save time and money. Capital CFO works on cutting costs and building your revenue growth. Although break even points are central to a business plan, we work beyond the break even to find the point in which sales becomes profit.

I really admire you and your services! I trust you, I like working with you and I know I am in capable hands.
— Mike D.