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Is This You?  You need a CFO to drive financial performance but….. the cost of a CFO is a “deal breaker”?

Our CFO Coach Services Will Eliminate This Problem And Deliver A Big Return on Investment ASAP. For a fraction of the cost of an A/P Clerk, you will have a Seasoned CFO to:

  • MONITOR – Your Performance
  • GUIDE – Your Team to Optimize the Future
  • ADVISE – You on New Challenges & Opportunities

As a CEO, you may experience some, or all, of these entrepreneurial problems.

  • Our Cash is tight.  We optimize cash flow and bank relationships.
  • The financials I get from Accounting don’t help. Our reporting equips you to take action with confidence.
  • Is “Good” good enough? We will show you the Gap between you and your competition.
  • My Team is “All In”, but where are the results? We will teach team members to understand how they can optimize results.
  • My Banker seems to speak another language.  New Life will be your “Financial Translator” to keep these people happy.
  • I need a “Waze App” to guide my business. Our monitoring includes a suite of dashboards, KPIs, and trend analysis so you will know “Go, Slow, or Stop”.

Our Executive Coaching services and packages are offered for a minimal investment and are guaranteed to make a long-term impact.

CFO Coaching Strategy

Introductory Service – Benchmark Diagnostic Assessment

  • We present a three-year comprehensive financial analysis of your company’s performance, including:
    • Examination of profit drivers, balance sheet, liquidity, cash flow, and key metrics
    • Comparison to benchmark data of similar companies, budgets, and banking finance standards
    • Corrective plans of action to implement ASAP

On-Going – CFO Coach Services

  • This is our Monitor, Guide, Advice series tailored to meet your specific needs, goals, and issues, including:
    • CFO monthly financial summit with a leadership team
    • Action plan, timelines, and commitments
    • Access to CFO for one-on-one meetings, calls, and touch points
    • Lead meetings with Bankers, Investors, Benefit Brokers, Board Members, and Insurance Agents

We provide reporting and dashboards that are easy to understand, timely, and impactful.

  • Analysis, reports, and graphs for 7 Key Performance Indicators
    • Accountability
    • Activity
    • Efficiency
    • Asset Usage
    • Liquidity
    • Cash Flow
    • Growth


We offer this Easy Out guarantee….. If you don’t like what you see from the Benchmark Diagnostic Assessment, then there is no obligation to continue.

Contact us today to get started.