What Is A CFO and Why Do I Need One?
Bookkeeping shows you where you’ve been; a CFO shows you where you’re going. We don’t just handle numbers—we translate your financial data into a clear roadmap for profitability, growth, and cash flow stability. Stop reacting to monthly reports and start making proactive, informed decisions that unlock your company’s true potential.
Why Partner with Profit & Equity
Clarity & Future Focus
Financial Leadership
With honesty at the heart of everything we do, you can be confident in choosing us as your partner.
FP&A Certified
Our primary goal is to make you successful by providing reliable, strategic financial guidance.
Tier 1
Clarity & Control
Tier 2
Growth & Forecasting
Tier 3
Executive Strategy
Tier 1
Clarity & Control
- Immediate stabilization and tactical planning.
- Gives the owner clear data and immediate control over cash flow.
- 13-Week Cash Flow Forecast (Tactical)
- Annual Budget Development & Tracking (Basic)
- Quarterly KPI Dashboard & Operating Metrics
- Quarterly Strategic Review Session
- Basic Benchmarking & Internal Control Review
Tier 2
Growth & Forecasting
- Medium-term strategy and predictive modeling.
- Provides the roadmap and financial intelligence needed to scale confidently.
- Annual & Quarterly Cash Flow Modeling
- Budget-vs-Actual Analysis with Root Cause Explanations
- Quarterly Detailed Profitability Analysis (by product/service)
- Monthly Financial Strategy Meeting
- Funding Readiness Assessment (Bank/Investor Prep)
Tier 3
Executive Strategy
- Long-term capital planning and C-suite partnership.
- Positions the business for major transactions, funding, and high-level risk management.
- Multi-Year Capital Budgeting & Allocation Strategy
- Detailed Departmental/Team Budgeting
- Monthly Investor/Board-Ready Financial Reporting
- Weekly or Bi-Weekly Executive Advisory
- M&A Support, Exit Planning, or Capital Raising