CFO Advisory Services

1. They need cash to grow the business, but don't know how to get more cash.
2. They're experts in their field, not necessarily experts in financials.
3. They don't understand the financial health of their business.

Track profit and cash flow,

Analyze the strengths and weaknesses of the business, and

Propose corrective actions.

WHO DOES THIS FOR YOUR BUSINESS?

Many business owners rely on bookkeepers, accountants, and even business coaches, but often lack someone to provide insights on how to grow their business financially. While large companies typically have a CFO to offer strategic direction, most small businesses cannot afford this role. Weldon Baer bridges this gap by providing an affordable solution, delivering actionable strategies for success.