ajax loader

Navigating the Numbers

Interpreting what they mean and communicating what’s important

CFO_divider

CFO Navigator offers a powerful combination of financial insight and business foresight that simplify the numbers, clarify what is important and communicate – in plain English – which ones to watch to navigate the business and make better decisions.

CFO Navigator focuses on helping companies that have out grown their current financial capabilities and are ready to use their numbers to navigate the business and not just keep score.

CFO Navigator designs and builds scalable financial capabilities, knows the numbers inside and out, provides confidence that they are right, interprets what they mean and communicates what’s important; and when the time comes, will turn over the helm to a full time CFO.

CFO Navigator offers business owners an expert sounding board with an experienced outside perspective for assessing business opportunities and obstacles.

Navigating is all about getting where you want to go, not so much about reporting where you’ve been.

What is a CFO Navigator?

CFO_divider

Someone that knows your numbers inside and out, provides confidence that they are right, interprets what they mean and communicates what’s important.

A professional with the experience and leadership to help you through the growing pains of the ‘tween’ and ‘teen’ stage and get to the next level.

Someone with financial expertise who understands the numbers and provides you with the confidence to make critical business decisions.

An experienced business partner with an outside perspective to serve you as an expert sounding board.

A typical accountant, bookkeeper or CPA will only look in the rearview mirror and tell you where you have been, without any regard to where you are going. They focus on what has already happened, rather than understanding the numbers and using them to help you look forward.

We are different. We are on the journey with you, keeping your focus forward, through the windshield, anticipating obstacles and opportunities before seeing them in the rearview mirror.

We don’t approach our clients with a menu of services to pick from. We provide hands on guidance toward three objectives:

  • Getting the numbers right
  • Anticipating the future
  • Coaching Controllers
Delivering financial insight and business foresight, with leadership and confidence, to ‘tween’ and ‘teen’ sized companies experiencing the growing pains of success. Offering scalable CFO and accounting services that don’t just look in the rearview mirror, but focus forward, watching out the windshield and using the dashboard to navigate the business towards the future.

Coaching Controllers

We’ve found many clients have Controllers they trust and value, but they just aren't providing the depth of financial insight the business needs.

Ingrained in our approach is a coaching mentality of elevating your Controller from a bean counter mindset to that of a CFO Navigator.

Vertical Image

Getting the Numbers Right

If there are any reservations as to whether the numbers you’re seeing are correct, your confidence in using them to make decisions is diminished.

We ensure your numbers are right, giving you confidence to use them to make decisions.

Vertical Image

Anticipating the Future

Once confident the numbers are right, the value of a CFO Navigator is in anticipating the financial future.

We use dashboards and financial models to track trends and project future financial implications. This allows us to assess various “what if” scenarios, anticipating what the financial future might look like “if” certain paths are taken.

Vertical Image

What Our Clients Are Saying

CFO_divider

  • Alex Membrillo | CEO

    Alex Membrillo | CEO

    We are running a quickly growing agency here and our revenue growth quickly outpaced our ability to manage our financials. Robert has come in and given discipline to our finance department and predictability to me as a CEO so I know what to expect and can plan for growth appropriately. We can't thank Robert enough for what he has done for Cardinal.

  • Billy Hartman | Founder & CEO

    Billy Hartman | Founder & CEO

    Generation Adidas International

    As or business continues to grow, we knew we were not structured financially to maintain that growth. Robert Stephens provided the perfect fit without having to hire a full time CFO.  He was able to come in, assess our situation, and design a plan and organizational structure that will help us continue to grow into the future. He offered fresh ideas as well as independent confirmation of some of my own thoughts. The process helped me focus those thoughts and ideas, and add structure to my vision for the future. We could not have made this transition without his help.

  • Pam Chancey | CEO

    Pam Chancey | CEO

    PTC Productions LLC

    I needed a way to evaluate my 10 years in production. I needed visuals and budgets-to move forward more successfully.

    Recommended by one of his previous clients--I took flight.
    Literally, I took a FLIGHT---> From NYC to the Atlanta airport...to meet Robert. From the moment I discussed our goals, losses, gains and hopes- he was IN!
    I have never felt so supported in business.
    Robert has worked closely with my bookkeeper to see new ways of accounting, he even took the time to meet one-on-one with EACH of my 12 employees!

    We have hired him for a temporary review and restructure of the finances..however, I think PTC Productions, and myself...we may just keep him forever!

  • Randy Geoghagan | CEO

    Randy Geoghagan | CEO

    TracePoint Consulting

    “Robert was able to come in and quickly get our financials in order to present our company to the potential acquirer. He worked steadily to improve our reporting capability and provided much needed month to month and annual reporting that allowed us to get a better understanding of our business.”

  • Kathy Colbenson | CEO

    Kathy Colbenson | CEO

    CHRIS 180, Inc.

    “Robert has provided invaluable assistance to CHRIS 180 and to me in analyzing the strengths and weaknesses of our accounting procedures and personnel, then working with the COO and myself to create a plan that strengthened the entire department. Robert is able to work effectively with board, senior leadership and with accounting personnel, always treating individuals with honesty and respect.”

  • Dean Owens | President

    Dean Owens | President

    CMO Enterprises, Inc.

    “As CMO’s new acting CFO, I have found Robert to be quick and thorough in developing the needed insights on how we conduct our business.”

  • Sandford Birdsey | CEO

    Sandford Birdsey | CEO

    The Birdsey Group

    “The reports you put together make it easier for me, not having a financial background, to understand. It also helps me to bounce things off of you to get your input from a CFO perspective.”

  • Ron Beerman | President

    Ron Beerman | President

    Profitmaster Displays, Inc.

    “I was looking for someone to help communicate my financials clearly and consistently. Robert dove right in, gained an understanding of our business and developed a consistent process for accounting and reporting that I rely on every month.”

  • John Pawlak | CEO

    John Pawlak | CEO

    Claims Comp, Inc.

    “Robert analyzes and presents our financial data in a simple and concise format that financial and non-financial owners can understand and comprehend. He understands our metrics and what we need to focus on to maintain our growth trajectory.”

  • Phil Roness | Partner

    Phil Roness | Partner

    101 Concepts, Inc. (Meehan’s Public House)

    "Responsive, informative and easy to work with. Robert has done everything we expected of him and more. As a restaurateur we sometimes ask for information at a moments notice and Robert has been great at getting us detailed info promptly."

  • Bill Macuch | CEO

    Bill Macuch | CEO

    Macuch Steel Products
    “Understanding us and what drove our costs and profitability, Robert was able to create a bid scenario modeling tool that we use on a daily basis to bid out jobs. His ability to grasp how all the moving parts came together, operationally and financially, made a huge impact on our ability to analyze a job’s profitability and contribution to overhead - - at bid time, rather than months after a job was completed.”
  • Doug Calahan | President

    Doug Calahan | President

    Argo Systems

    "I knew that CFO Navigator was going to free up my time for me to focus on other aspects of my business. What I didn't appreciate then (that I do now) is how incredibly valuable it is to get their outside perspective on my business."

  • John Berry | CEO and Executive Director

    John Berry | CEO and Executive Director

    St. Vincent de Paul Society of Georgia

    “You are the person that stands back and looks at situations without all the distractions of the day to day and grasps the impact our decisions are having on things as we go forward. You’re the first one in seven years that has shown me cash flow projections out into the future which I think is critical.”

  • Sonya Ingram | CEO and Owner

    Sonya Ingram | CEO and Owner

    HandPicked, Inc.

    “Robert is a trusted thinking partner for me. He provides sound advice on an internal and external level, across all operational areas, to help guide me with strategy and decision-making. He does this with our best interest at heart… thank you for all that you do!”

  • Patrick Ungashick | CEO

    Patrick Ungashick | CEO

    White Horse Advisors
    "It has been a pleasure to work with Robert Stephens as our external CFO and business advisor. Robert's experience, combined with his authentic desire to serve his clients, make him a rare service provider. For a business that needs help not only knowing where they have come from but also where they are going, I cannot recommend Robert highly enough."
  • Other Clients

    psstarfishfood-101cibo     
headshot2

Robert Stephens

MANAGING PARTNER

“We believe anticipating financial implications before they’re in the rearview mirror is more valuable than simply reporting their outcome once they’ve passed.”

CFO Navigator was founded with the vision of changing the focus of accountants from simply being bean counters to becoming business navigators. Understanding the beans is important, but applying that understanding to navigating the future is the real value. If you’re not getting what you need from your bean counter, why not consider bringing a CFO Navigator on board. There is so much more to knowing your numbers than simply how much is in the bank or how much you owe in taxes. The true value of knowing the numbers is in anticipating the future. Use your numbers to navigate your Business!

CFO NAVIGATOR ON TWITTER

"Vision" is the ability to talk about the future with such clarity it is as if we are talking about the past. -Simon Sinek

Yesterday from Robert Stephens's Twitter via Buffer

Contact Info

address

CFO Navigator, LLC Atlanta, GA

phone

(404) 642-2688

email

info@cfo-navigator.com

Write a message