Think of us as Financial Advisors for a Small Business.
We exist to bring “Wall Street” worthy financial expertise to local “Main Street” companies. Because a “Main Street” company’s ability to truly understand what their numbers are telling them, can be the difference between making money or losing it. We help clients by turning our financial insight into their business foresight.
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Navigating the Numbers
Interpreting what they mean and communicating what’s important
Contact CFO Navigator. We're here to help.
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
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.
Financial Ladder
Navigating a business by the numbers requires first, that a solid financial foundation be in place from which reliable financial insight can be obtained. We equate the financial foundation to the sturdiness of a ladder.

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.

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.

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.
What Our Clients Are Saying






Some of Our Other Clients

About CFO Navigator
“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!
Contact CFO Navigator. We're here to help.