Our Winning Services
What do we do?
We are dedicated to driving your business’s financial success through precise planning, robust risk management, and innovative growth strategies. Our approach is grounded in integrity and a deep commitment to your financial health, ensuring that your business not only thrives but also achieves sustained profitability.
Whether you require some or all of our expert financial advice, strategic business planning, asset protection, or detailed accounting services, Sharp CFO™ is here to support and guide you every step of the way.
How can we help?
We understand the unique challenges that small businesses face. That's why we offer flexible, part-time CFO services designed to fit your budget while delivering the same level of expertise and strategic insight as a full-time CFO.
Our goal is to provide high-quality financial guidance and support without the overhead costs, making it easier for your business to thrive.
Financial Planning and Analysis
We craft detailed financial plans tailored to your business that provide a clear picture of your financial health.
For businesses needing a turnaround, we enable you to make informed strategic decisions and get back on track.
With healthy companies, we ensure continued alignment with long-term goals while fostering sustained growth.
Cash Flow Managment
We monitor and optimize your cash flow to maintain financial health.
For businesses in recovery, this ensures smooth day-to-day operations and helps stabilize finances.
With healthy companies, it supports ongoing efficiency and effective management of resources.
Budget and Forecasting
You can be ready for tomorrow through realistic budgets and forecasts that enable efficient resource management.
Sharp CFO™ helps struggling businesses plan confidently for recovery and prepair for future growth, while ensuring healthy companies remain on the right track and empower them to capitalize on new opportunities.
SWOT Analysis and Strategic Consulting
We utilize the leverage of SWOT analysis to find a partner's strengths, weaknesses, opportunities, and threats.
Through our actionable advice, we can improve your operations, reduce costs, and boost profitability.
This essential practice can turn around a struggling business, optimize performance, and maintain a healthy company.
Risk Management and Asset Protection
Don't lose it, now that you have it! Our team identifies and mitigates financial risks to safeguard your assets.
Businesses facing challenges can incure complex situations, and this ensures long-term stability and satisfys your peace of mind.
If your company is healthy, we can maintain its financial security and prepare you for unforeseen challenges.
Financial Reporting
Don't put yourself in a position of merely reacting to bad news. Utilize effective tax planning to retain more of what you earn.
We provide detailed financial reporting assistance to keep you informed with accurate records. This helps identify critical financial issues, enabling effective decision-making for businesses in need of a turnaround.
Additionally, for successful companies, it ensures proper tax planning through continued transparency and informed strategic planning.
Case Studies
At Sharp CFO™, our success is measured by the success of our clients. Many of these successes can be directly attributed to the expertise of our founder, Michael DiSabatino, whose hands-on approach has transformed numerous businesses.
While we often highlight our achievements with larger companies, we also dedicate ourselves to supporting even the smallest of businesses. This includes local businesses and service providers who aim to make their operations more profitable, meet financial growth expectations, and secure the best tax solutions and asset protection.
Here are a few examples of how our expertise has made a significant difference for businesses like yours.
Case Study: Enhancing Profitability
A mid-sized manufacturing company was struggling with declining profits despite steady sales. Sharp CFO™ conducted a thorough financial analysis and identified key areas where operational efficiencies could be improved. By implementing strategic cost-reduction measures and optimizing its budget, we helped the company increase its profit margins by 15% within six months.
Case Study: Strategic Growth Planning
A small tech startup needed guidance to scale its operations and attract investment. Sharp CFO™ developed a comprehensive financial plan and conducted a SWOT analysis to identify strengths and opportunities for growth. Our strategic consulting enabled the startup to secure significant investment and double its workforce, positioning it for long-term success.
Case Study: Risk Management and Asset Protection
A family-owned retail business faced risks related to market fluctuations and supply chain disruptions. Sharp CFO™ provided risk management services, including asset protection strategies and cash flow optimization. As a result, the business achieved greater financial stability and resilience, allowing it to navigate uncertainties with confidence.
Case Study: Turnaround Success in a Machine Shop
A 36-employee machine shop, working on military and other contracts, was unable to meet its payroll obligations. When Sharp CFO™ received a call on a Tuesday, the company was at risk of not making payroll by Friday. Michael DiSabatino immediately secured a bridge funding to meet payroll and began a thorough financial overhaul of the company. Within a few months, the company returned to profitability. In the first year, it generated $600,000 in net profits. By the second and third years, annual profits had grown to between $1 million and $2 million. This turnaround was achieved through changes in management's perspective, financial adjustments, and effective asset management. The company had the fundamental strengths needed, and Michael DiSabatino’s expertise transformed these into substantial financial success.
Case Study: Achieving a Profitable Exit for a Performance Automotive Company
Our company was brought into a well-known performance automotive manufacturing business that was losing $50,000 a month and experiencing a severe downturn. The challenge was to revamp the company despite significant resistance from the owner, who struggled to see our vision. We pointed out that his vision was costing $50,000 a month, while our vision focused on achieving profitability.
We developed an exit plan, initially set for five years, but six months into our engagement, the owner received a cancer diagnosis, making our exit strategy even more urgent. Within one year, we turned the company around, earning in excess of $1 million. In year two, profits increased by another 50%, positioning it for market success.
In three years, we sold the company for $10 million in cash with no holdbacks. This successful exit allowed the owner to retire and live comfortably for the remainder of his life, which, unfortunately, ended just two years after the sale. This case highlights the profound impact of strategic financial management and the importance of timely, decisive action in achieving business success.
Case Study: Securing Growth for an Electronics Component Manufacturing Company
Sharp CFO™ was engaged as a part-time CFO for an electronics manufacturing company that was reasonably successful but needed assistance in obtaining a $5 million bank loan to ease cash flow during periods of expansion. This scenario is common among small and regional businesses seeking to grow, whether they need $100,000 or $5 million. Without organized financial records and clear projections, securing bank funding can be challenging due to perceived financial risk.
We strategically worked with the company to address financial risks and present solid projections, enabling them to secure the necessary loan. Our approach ensured the company had the financial stability needed to support its growth. Since that initial engagement, we have been retained by the company for over fifteen years, providing continuous strategic financial management.
Our ongoing partnership has involved supporting the company with financial reporting, bank negotiations, and strategic planning. This includes advising on capital asset increases and expanding operations into two additional countries, thereby reducing costs and increasing profitability. Our long-term relationship underscores the value of having a reliable CFO to consult on financial decisions, ensuring sustained growth and success.
One of the reasons for this long-term relationship is not only our comprehensive financial reporting that helps guide them through the ebbs and flows of business, but also our accessibility. We are just a phone call away to help with critical decisions or even the simplest queries. This level of support provides the company with the confidence and security needed to navigate both high and low periods effectively.
Case Study: Safeguarding and Expanding a Power Sports Superstore
Sharp CFO™ was engaged as a part-time CFO for a power sports superstore that was relocating and building a brand-new, ground-up facility at a cost exceeding $3 million. The engagement started with an analysis of liability, as businesses like power sports stores can often find themselves deep in litigation. We first implemented asset protection strategies, providing a baseline for protection.
Once we established this foundation, we worked on creating financial projections to secure construction loans and performed asset allocation for further asset protection, setting up several LLCs to establish a robust strategic protection plan.
Additionally, we implemented cost segregation, which allowed the company to depreciate and write off the building quickly, resulting in improved cash flow during the initial years. This increased cash flow enabled the business to pay down its financing faster, significantly boosting profitability.
Our engagement continued for over six years as the company expanded and stabilized its profitability. Eventually, the business brought in an in-house controller to manage ongoing financial operations, marking a successful transition from our strategic guidance to self-sustained financial management.
One of the key benefits for the superstore has been having a trusted financial advisor just a phone call away.
Whether for simple queries or complex financial decisions, having a part-time CFO to guide them has been invaluable. This level of accessibility and personalized support ensures that no matter the size of your business, you have the expertise needed to navigate financial challenges and opportunities effectively.
Case Study: Long-Term Financial Support for a Prestigious Law Firm
Sharp CFO™ was engaged by a 100-person law firm, well-known and featured in Forbes magazine, to evaluate the company's financial position and progress. Over the past ten years, we have provided continuous support to their financial team and assisted in partner-level decision-making.
Our engagement has encompassed a wide range of services, including strategic financial planning, tax planning, asset management, and critical financial decision-making. Additionally, we have provided guidance on various financial matters, ensuring the firm's financial health and stability.
One of the key benefits for the firm has been having a trusted financial advisor just a phone call away. Whether for simple queries or complex financial decisions, having a part-time CFO to guide them has been invaluable. This level of accessibility and personalized support ensures that, no matter the size of your business, you have the expertise needed to navigate financial challenges and opportunities effectively.
Our long-term relationship with the firm underscores our commitment to delivering consistent, high-quality financial support, helping the firm navigate its growth and maintain its esteemed reputation in the legal industry.
What steps can we take to create a successful financial roadmap?
When you bring Sharp CFO™ on board as your dedicated CFO, we will tailor a personalized roadmap using the following ten steps as a foundation to create the most effective path to support the financial goals of your business.
Select from the options listed below to learn more about each step.
1. Initial Consultation
Our process starts with an initial consultation, offered to you at no charge.
This session allows us to understand your business needs, challenges, and goals, and gives you the opportunity to evaluate our potential and personalities.
We believe good communication is essential, and a solid foundation of mutual understanding is a crucial element in establishing a successful partnership.
During this consultation, we will quickly evaluate your financial statements and tax returns to determine how we can best serve you—whether through comprehensive support or by providing some quick touch-ups.
2. Customized Proposal
Based on the information gathered during the initial consultation, we develop a customized proposal outlining the specific services we will provide, the scope of our engagement, and the associated costs.
This proposal is tailored to meet your unique needs and budget.
3. Hierarchical Engagement Approach
Our typical engagement is hierarchical. Initially, we work intensively on your business, with a typical approach requiring two to three days a week to gather data and perform a thorough assessment.
As we progress and establish a solid financial foundation, this commitment typically tapers off to two to three half-days a week, allowing us to provide ongoing support efficiently.
This approach helps keep your budget manageable while ensuring you receive the expertise and guidance needed.
If the project demands more time, we are flexible and can adjust our involvement as necessary.
4. Onboarding and Setup
Once the proposal is accepted, we begin the onboarding process. This includes setting up necessary systems, gaining access to financial data, and introducing you to the team members who will be working with you.
We ensure a smooth transition and minimal disruption to your business operations.
5. Financial Assessment
Our team conducts a thorough financial assessment to gain a deeper understanding of your business's financial health.
This involves analyzing your financial statements, identifying areas for improvement, and developing recommendations.
6. Strategic Planning
With a clear understanding of your financial position, we work with you to develop a strategic plan.
This plan outlines specific goals, strategies, and actions to achieve your financial objectives.
We focus on key areas such as budgeting, cash flow management, risk management, and growth opportunities.
7. Taxes, Asset Protection, and Estate Planning
As part of our comprehensive services, we also provide tax planning, asset protection, and estate planning. These elements are integrated into our overall strategy to ensure that your business is not only profitable but also protected.
Our tax planning services aim to optimize your tax situation and reduce liabilities.
Asset protection strategies safeguard your business and personal assets from potential risks.
Estate planning ensures that your business and personal wealth are effectively managed and transferred according to your wishes.
8. Implementation and Monitoring
We assist in implementing the strategic plan, providing ongoing support and guidance.
This includes regular check-ins, financial reporting, and adjustments as needed.
Our goal is to ensure your business remains on track to consistently achieve its financial goals.
9. Regular Reviews and Adjustments
We conduct regular reviews to monitor progress and make any necessary adjustments to the strategic plan.
These reviews help ensure that your business adapts to changing circumstances and continues to move towards its financial objectives.
10. Ongoing Support
Throughout our engagement, we are always available to provide advice and support.
Whether you have a quick question or need assistance with a major financial decision, you can consistently rely on Sharp CFO™ to be there for you.
Book a meeting today, and let’s create a powerful strategy to drive your business’s long-term growth and lasting success.
Sharp CFO™
A division of We Do Books, Inc.
581 W. Wickenburg Way, Suite C
Wickenburg, AZ 85390
(855) 922-9336
Sharp CFO™ (Located in WeDoBooks™)
We can take your business to the next level!
The first step toward financial success is to schedule your consultation with our team. Bring your questions and concerns to our attention. Our engines are revved, set to go, and we are ready to assist you in the best way possible.