Where Do We Start?

It all starts with strategic planning. Understanding your business and then applying a mix of proven techniques to meet your business goals is what we do best.

Our Process

We Give Your Business The Gift of Time

The most precious resource for any business entrepreneur and executive is time. At CFO Masters, we value your time more than anything else. We will provide you with the tools and support you need to push your performance and help your business soar.

Achieve more Time

Our services are designed to free up your time, so you can focus on looking after your business and taking care of your customers.

We are your C-level partners

We are a partner and advisor to our clients. We are here to help you capitalize on the wins and overcome the problems.

We Value Our Reputation

Nothing is more sacred when it comes to someone else’s finances than the reputation of those managing them. We understand the responsibility that we bear: jobs, family legacies, and careers. We want people to choose us, because our reputation is so important, we need to choose our clients too. We will provide a free consultation, and only take you on as a client if we know we can help.

Our Process


No Obligation.

We will take a quick look under the hood and run a full diagnostic on your financial situation.

Quick Wins!

In most cases there are some quick wins that almost any company can take advantage of, we will dig 'em up and hand them to you.

Understanding Your Goals

We can’t start planning until we know what your goals are. Growth? Profitability? Acquisition? or an Exit! Once we get this, we can decide how to move forward.


We have looked under the hood, handed you some cash, and now understand where you want to go. We'll set the short- and long-term objectives we know we can meet.


Goals? Check. Objectives? Check. Expectations? Check. Now how are we going to get there? This is the most important phase. The plan.
We will gather the necessary data, people and tools we need to make the magic happen. Ensure that your team is involved every step of the way with a detailed plan and timelines.

We will work backwards from where you want to be and benchmark the steps along the way, this makes it easy to adjust and stay on target.

We will ensure that you are comfortable with the plan. With full transparency we will not move forward unless we all agree on the how.


Now the fun stuff, we have hit the enter button and are on our way. We begin to execute.

Weekly status updates.

At least once a week we will sit down and track our progress tweak where necessary and ensure we are on target.


We like to take some time here to celebrate the wins (and there will be wins).

This phase is always happening, we are always executing and delivering results, by this point we are an extension of your business and a profit centre not a cost centre.


Always ensuring we are bringing you more value than you are spending are us. Hey its good job security for us.

As your goals change so will our tactics. No business is stagnant, we will be as fluid as your dreams and innovations.

Efficiency, the longer we work with you, the less time we have to spend on you and less time you need to worry about anything. It’s just the nature of the business. With efficiency comes more growth, more profit, more dreams.

Are you ready to experience how CFO Masters can help your business succeed?

Contact us now for a no-obligation consultation.