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Weldon Baer, LLC
  • Home
  • Services
    • CFO Advisory
    • Accounting
  • About
  • Contact Us
  • Client Portal

CFO Advisory Services

Your business is growing. So why does the money feel tight?

Most medspa and service business owners in the $500K–$5M range have the same frustrating reality: they’re working hard, generating real revenue, but still can’t get a clear picture of where their money is going. 


They don’t know which services or offerings are actually making money.

Major decisions (pricing, hiring, equipment purchases) are made on gut feelings.

The bookkeeper records it. The CPA files it. Nobody connects the dots. 


That gap, between recording what happened and knowing what to do next, is exactly what we fill. 


CFO Advisory with Weldon Baer gives you the financial leadership of a seasoned CFO at a fraction of the cost of a full-time hire. We specialize in medspa and service-based businesses, and we understand the financial complexity of your industry. 

why do you need a cfo?

THREE CHALLENGES FACING BUSINESS OWNERS:

  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.

ALL BUSINESSES NEED SOMEONE TO:

Track profit and cash flow,

Analyze the strengths and weaknesses of the business, and

Propose corrective actions.


WHO DOES THIS FOR YOUR BUSINESS?

Book a discovery call

Not ready for a call?

Take the free Money Audit and see your financial health score instantly.

Take the Money Audit

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