Beyond the Balance Sheet: A CFO’s Roadmap to Profit & Cash Flow
A hands-on workshop to optimize your financials, maximize cash flow, and boost profitability—with direct CFO guidance.
Are You Leaving Money on the Table?
Most business owners focus on revenue—but true financial success lies in profitability, cash flow, and smart financial decisions.
Join us for an exclusive CFO-led workshop where you'll:
- Get a hands-on financial health check
- Identify hidden profit opportunities
- Improve cash flow and financial stability
- Walk away with a personalized roadmap for growth
Spots are limited—register today to secure yours!
This workshop is perfect for you if:
✔ You run a business and want to increase profit & cash flow
✔ You feel overwhelmed by financial data and want clarity
✔ You’re growing fast and need better financial systems
✔ You want to make smarter financial decisions with expert guidance
No matter your industry, understanding your numbers is
key to scaling with confidence.
What You’ll Get (Key Takeaways Section)
📌 Guided Financial Review – Assess your current numbers with CFO expertise
📌 Profitability Optimization – Learn where you're leaving money on the table
📌 Cash Flow Strategy – Fix cash flow gaps and build financial resilience
📌 Custom Action Plan – Walk away with a clear next steps roadmap
💡 PLUS: Exclusive opportunity for 1-on-1 CFO feedback
Event Details
📅 Date & Time: [Insert Date & Time]
📍 Location: [Venue or Virtual Link]
💰 Investment: [Free / Paid] (If paid, add early bird pricing details)
🎟 Limited Spots Available – Don’t Miss Out!
Meet Your CFO Experts
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Steve Kapfer
FOUNDER
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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Rick Leibowitz
STRATEGIC CFO
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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Keri Collins-Mooney
STRATEGIC CFO
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.