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Free Cash Flow Review with a Small-Business CFO
If you run an owner-led business off the bank balance and gut feel, this is for you. In 15 minutes, Tom shows you where your cash is really going - and your next move. No pitch.
Tom Schipper - 20+ years of big-company finance, now a CFO for owner-led businesses across SC, NC & GA.
Built for owners who've outgrown guesswork
You're great at the work - you were just never handed the tools to see the money side clearly.
- You run an owner-led business doing roughly $500K–$20M.
- You have a bookkeeper (or messy books) but no CFO.
- You're growing, but can't clearly see your cash, profit or what's next.
- You're tired of finding out about money problems too late.
The cash flow problems most owners can't see
You run the business off the bank balance - and the numbers only tell you what already happened.
It's not that you're bad with money. Your setup was built to record the past - not guide the future.
- 1Your books look backward.
A bookkeeper or accountant tells you what already happened - weeks later.
- 2Nobody owns the forward view.
Cash, profit and forecast are no one's actual job - so no one turns numbers into decisions.
- 3Growth outran your systems.
More jobs, staff and moving parts than a bank balance and a shoebox of receipts can track.
What staying blind is costing you
None of this shows up on the P&L until it's already a problem. That's the real cost of not seeing:
See it first. Then fix it.
You don't need a $200k CFO. You need to see your business clearly - then a plain-English steer on what to do next. That's the 15-minute review.
Running blind (today)
- Check the bank balance and hope
- Find out about problems too late
- Guess at pricing, hiring and growth
- React to cash crunches when they hit
With a CFO + your dashboard
- Cash, profit & forecast on one screen
- See the leaks before they bite
- Decide with real numbers, not gut feel
- Know your next move every month
One screen. Your whole business.
This is what you'll see
The clarity our clients get every day - previewed in your review.
- Where your cash is going, and the leaks to plug this month.
- The one number that shows if you're really making money.
- Whether you can afford your next move - before you make it.
See your gaps in 2 minutes
Not ready to book? Take the free Cash Flow Health Check - get your Cash Flow Visibility Score, see exactly where you're exposed, and get a personalized breakdown emailed to you. The fastest way to see what your numbers are hiding.
Take the free Cash Flow Health CheckWhat happens in your 15-minute review
Book a time
Pick a slot on Tom's calendar. No forms, no prep required.
15 minutes with Tom
He reads your numbers with you and shows the biggest gap - where cash is leaking and why.
Leave with your next move
One clear thing to fix first. If CFO Lite or Full fits, he'll say so - only if you ask.
You'll leave better off - either way
“[Real client testimonial to be added - named, with a specific result, e.g. "For the first time in 8 years I knew my real cash position."]”
“[Second real testimonial to be added - a specific number or outcome works best.]”
Cash flow review questions, answered
Is the cash flow review really free?
Yes. The 15-minute cash flow review is completely free, with no obligation.
Do I need to prepare anything?
No. Bring your numbers or don't - Tom will still show you something you didn't know about your cash flow.
Will you try to sell me?
No pitch. If there's a fit we'll say so; otherwise you keep the insight and go on your way.
Do you work with my industry?
Yes - we work with owner-led businesses across home services, construction, auto, restaurants, retail, professional services, manufacturing and medical.
Stop guessing. Start seeing.
Book your free 15-minute cash flow review. No pitch. Leave with one thing you didn't know about your numbers.
Book my 15-minute review