Increase Profits & Cash Flow: The Profit Program
Our proven strategies provide clear steps from where you are to where you want to be.
Is your business experiencing growing pains?
Overcome obstacles with the guidance of your own CFO. Stop questioning where to focus your valuable time, and start taking data-driven steps towards more profit, more cash flow, and more success.
Our Profit Program is designed to help business owners who are ready to unlock their potential but don’t know where to start. With a team of financial experts by your side you will have the guidance you need to conquer challenges and move forward with confidence.
Shields Profit Program
Maximize your profits with monthly guidance from our team of financial experts.
What is the Profit Program?
In this monthly service you will work one-on-one with your own CFO to increase your profits and cash flow using just three key tools:
Monthly Outsourced CFO Services.
The Scoreboard
Your CFO will perform a monthly business analysis summarized in a monthly scoreboard that gives you key insights into the health of your business.
The Action Plan
We will highlight the most important steps to improve your business in the next 30 days.
Ongoing Guidance
You will have access to our team of experts for ongoing support and a monthly meeting with your CFO.
There’s more.
We’ll set clear expectations and show you your potential.
We also provide cash flow reporting and forecasts as well as a simple annual budget to help you see the potential of your business, and to stay on track for reaching your goals.
The Profit Max Package
Streamline your processes with Profit Max: our comprehensive financial services package. Experience the ease of having all of your financial services under one roof.
Our Profit Max Package includes monthly accounting support, personal and business tax returns, tax monitoring, excise tax and 1099 filings, and our Profit Program services.
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Make decisions with confidence with our team managing your monthly classifications & reconciliations. Get accurate and timely reporting paired with clear communication, freeing up time to do what you do best.
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Profit Max clients get both Business and Personal Tax Returns (Federal + State), as well as quarterly tax projections, Excise Tax & 1099 filings, and an annual Nexus review. Let us do the heavy lifting of lowering your tax liability!
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Increase your profits and cash flow with our proven strategies used in our Profit Max program. You’ll get your own CFO to guide you each month in taking steps that will directly effect your bottom line and help you reach your goals.
Did you know? Having written goals and accountability partner makes you
33% more likely to achieve your goals.
Unlock the power of more profits, more cash flow and more success with our Profit Program.
Not just for big corporations.
We are bringing the power of outsourced CFO and business advisor services to everyday business owners. Focus your attention where it matters most and start increasing your profits with our proven strategies.