Services

Arcos CFO provides the support you need to have clean, solid financial data about your business so you can make better decisions more efficiently.

  • Work with us so you can spend time running your business and achieving your goals.

  • Hire us for short-term targeted help or long-term, ongoing support on a fractional basis.

  • Provide your CPA what they need to maximize your tax benefit.

Startups icon - building blocks of arches on red background

You’re just getting started. We can help you establish solid financial practices and avoid the pitfalls of a “build it on the fly” system that results from dozens of in-the-moment decisions. 

HOW ARCOS HELPS

  • Business plan walkthrough to identify key performance indicators you need to understand and track to monitor progress.

  • Set up an accounting system to support where you want your business to be in 2-3 years.

  • Establish a straightforward monthly process and reports that give you confidence to know where the business is, giving you more time to build revenue and client relationships.

Startups

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Your business is established and expanding. We can step in when you don’t have room in your budget to hire a full-time financial person and are doing it yourself late at night, or worse, when you should be doing the work you love and are passionate about.

HOW ARCOS HELPS

  • Review your current financial processes to identify opportunities to address your pain points and barriers to running your business.

  • Ways to understand future revenue, when you can hire, and where costs are draining your margin.

  • Optimize reports and processes that free you up to run the business, including:

    • Budgeting, forecasting, and cash flow 

    • KPIs and metrics

    • Growth modeling

    • Financial controls

Growing Businesses

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You have built your business and are ready to move on in the near term or the next few years. We can work with you to make sure you are ready to sell.

HOW ARCOS HELPS

  • Prepare for financial due diligence to understand your books from the buyer’s perspective.

  • Identify metrics that potential buyers need to understand your “book of business.”

  • Financial cleanup

  • Identify “add backs” and EBITDA adjustments (Earnings Before Interest, Taxes, Depreciation, and Amortization) to streamline the due diligence process before sale.

  • Provide other services ranging from building a roadmap for prep to doing the prep work to collaborating on the due diligence process itself.

Businesses Ready to Sell

How do you know when it’s time to bring in a fractional CFO?

  • As a business owner, you spend more time focusing on financial tasks than running the business.

  • Your business has at least $250,000-$500,000 in revenue, is growing, and it’s getting tougher to keep pace with the increasing financial complexity.

  • You need metrics to understand how your business is doing beyond revenue or profit. The answers are in the numbers, but you or your managers can’t find them.

  • Your business needs to acquire a line of credit or other funding. Banks want to analyze clean, accrual-based financials to make decisions about loans and lines of credit.

“Don has been instrumental in shaping ILLUME’s success and growth. His financial guidance, steady leadership, and commitment to our mission have been central to building the strong foundation we stand on today.”

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Sara Conzemius, Co-Founder of ILLUME Advising

Sound like a good fit?

Schedule an appointment with Don to learn more.

Schedule a Consultation