CFO Success System

When your business hits seven figures, the stakes get higher and every decision matters.

But most owners make those decisions without a clear picture of their numbers.

The CFO Success System gives you the strategic financial insight of a full-time CFO, without the six-figure salary.

You’ll finally understand where your money’s going, how to grow cash flow, and what it will take to reach your next goal.

150+

$78,652

Average Tax Savings per Client

Tax & Financial Strategies

$14m

Saved in Taxes in the last 5 years

Stop Guessing,
Start Leading

If one of these sounds familiar, you’re ready for a CFO-level partnership:

• You’re profitable but cash still feels tight, and you can’t tell why.

• You get monthly reports, but they don’t tell a story.

• You want to scale but don’t know which levers to pull.

• You feel like you’re flying blind when making big decisions.

You’ve outgrown basic bookkeeping and compliance accounting.

Now, you need the why behind the numbers and a clear plan for what to do next.

Strategic Financial Leadership, Simplified

Our CFO Success System builds on the foundation of our Tax Advisory System.

It’s designed for business owners who want to go beyond saving on taxes and start optimizing for growth, profit, and cash flow.

Here’s how it works:

Monthly CFO Meetings
We meet every month to review performance and make data-driven decisions.

12 KPI Dashboard
You’ll track the metrics that actually drive profit and cash flow, not just the ones your accountant cares about. All on an easy-to-understand dashboard.

Cash Flow Forecasting
Know what’s coming weeks or months in advance.

Profit Improvement Plan
Identify where to cut waste, boost margins, and improve efficiency.

Accountability & Strategy
Stay on track with your goals through consistent review and action steps.

The result?
Financial clarity and a partner who helps you make smarter, faster decisions, with confidence.

What Makes Kaufmann Advisors Different

Typical Accountant

Tells you what happened

Focuses on compliance

Reports after fact

Sends you a report every once in a while

Kaufmann Advisors

Helps you plan what's next

Focuses on growth and cash flow

Monitors 12 KPIs on an ongoing basis

Helps you understand what's happening every month

You’ll finally have a trusted partner who understands your business, speaks your language, and helps you grow with clarity and confidence.

How it works

Step 1: Set Profit & Cash Flow Targets
We'll get to know your goals and set targets to accomplish them.

Step 2: Business Assessment & Scoreboard
Each month we analyze your business and financials to see what's holding you back from making more profit and cash flow. Our one-page scoreboard shows you what's going right and what's going wrong.

Step 3: Monthly Action Plan
We create a short list of the most important next steps that need to happen within the next 30 days

Ready to Take Control of Your Growth?

Click below to schedule your Free Financial Assessment.

Let's map out your path to stronger cash flow, higher profits and financial confidence.