Getting the numbers right

Anticipating the future

Coaching Controllers

Getting the Numbers Right

Navigating starts with a current, reliable map. Ensuring the books are closed timely and accurately facilitates the financial statements (base map). Having a strategic budget laid on top of the map, provides landmarks by which progress in route can be measured.

We ensure the numbers are right, incorporating your budget to monitor the journey.

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 asses various "what if" scenarios. Anticipating what the financial future might look like "if" certain paths are taken.

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 the Controller from a bean counter mindset to that of a CFO Navigator.
What Our Clients Are Saying...
"Robert and CFO Navigator have been a joy to work with. From the first day, Robert took time to understand our business and our needs. He works diligently with our controller to improve our financial reporting and her skillset. They collaborate to bring new ideas and recommendations to the company leaders. Robert has gone from being "just" an external CFO to a valuable member of our team."
- President, Financial Services Firm

I am so happy to have (CFO Navigator) as part of our team. Since beginning to work with me, I have felt more confident in all that I do for my company … explaining items to me in a way that I can easily understand and helping me build processes that have made me more efficient and more valuable to my company.
- Controller, Financial Services Firm