This document describes the services of a part-time CFO service for small businesses. They help business owners understand their financial metrics through analysis of profitability, cash flow, ratios, and forecasting. They analyze key metrics, identify trends, and grade performance in areas like capital structure and profitability. They also help solve strategic problems by determining how to reach goals through actions like increasing prices or reducing expenses. The service aims to provide actionable financial insights and advice to small businesses without needing a full-time CFO.

1. Part-Time CFO
Service
for Small Business

2. What We Do
 Help You Understand
Your Numbers
Accountant
 Answers Strategic
Questions
 Help You Make
Informed Decisions
CEO
 Provide Actionable
Financial Intelligence

3. How We Do It
Profitability Analysis
Breakeven Analysis
Cash Flow Analysis
Trend Analysis
Actionable
Insights
Ratio Analysis
Financial Forecasting
Cost of Capital Analysis

4. What We Analyze
Spot Where Your
Business Needs
Attention
Rank Key Metrics
Identify Where
Your Business is
Trending Up or
Down

5. Know Where You Stand
We Grade Your Business’s
 Capital Structure
 Profitability
 Liquidity
 Working Capital
 Asset Usage
 Efficiency

6. Solve Strategic Problems
Know How to Reach Profitability Goals
 How much do you need to
increase price or volume?
 How much do you need to change
fixed or variable expenses?
 Do you need to improve
management of payables or
receivables?
 Do you need to improve cash or
working capital management?

7. You Don’t Need a Full-Time CFO…
But You Still Need Actionable Insight and Advice
Let us Turn Your Numbers into
Financial Intelligence
A Fee-Only Fiduciary financial
management Firm. We sell nothing and
never profit from our recommendations.
www.WeydertWealth.com Call (805) 617-4098 for details
1201 Alta Vista Rd #205, Santa Barbara, CA 93103