Interpreting what they mean and communicating what’s important
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.
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:
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.
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.
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.
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.
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.
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!
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
"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."
"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."
“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.”
“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!”
“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!
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