Do you need a CFO?

You don’t need to know what a CFO does to recognize the warning signs:

• Sales are up, but the bank balance doesn’t reflect it.

• You’re making pricing, hiring, or growth decisions without trusting the numbers.

• Cash flow is unpredictable—good months followed by stressful months.

• You can’t confidently answer: “How much can I pay myself?” or “Can we afford another hire?”

• You feel like you’re working harder every year, but profit isn’t improving the way it should.

• You want to grow, but you’re worried one wrong move could create a financial mess.

If any of these are true, your next step is not more effort. It’s better visibility, a forecast, and a plan.

Transform Your Role from Worker to CEO

Right now, your day-to-day consist of providing services, creating products, interfacing with customers and working for your business. You’re willing to do whatever it takes to grow the company because you want more profit. Your schedule is always full and you’re not living the lifestyle you and your family deserve.

What if you can work smarter not harder all while earning more profit and reaching your goals— it’s possible with our profit first approach.

Tullis Consulting & Financial Services LLC will put you on the Path to Profitability and hold your hand as we guide you from working for the business to leading the business.

What you get with Tullis Consulting as your CFO

You don’t need more numbers. You need the information to decisions to feel obvious.

Here’s what changes when you have a CFO-level partner on board:

• Predictable cash flow so you can plan ahead instead of reacting.

• Clear profit targets and a plan to reach them, month after month.

• Confidence in decisions like hiring, pricing changes, marketing spend, equipment purchases, and expansion.

• Early warning signals so downturns don’t “surprise” you after the fact.

• Simple leadership clarity—what matters this month, what changed, and what to do next.

As your small business CFO we advise you on how to take unprofitable work off your schedule so your time is spent solely on tasks that grow your profit. When we join your team you’ll enjoy accurate, relevant and actionable insights without the confusing financial reports and accounting stuff that so often trips you up.

As our client, you will work less, earn more, enjoy a more flexible schedule and ultimately become a data driven profit first business growth machine!

How Our CFO Service Works

We focus on the drivers of future performance rather than just reporting on past results.

Our CFO service is data driven and designed to put you on a clear path from where you are now to where you want to be.

We don’t just tell you where you stand—we show you exactly what to do to achieve your goals.

1. We listen to you

   First, we’ll get to know you and your business. Learning your goals, dreams, fears, aspirations and uncertainties helps us to craft an approach designed to fit your specific needs.

2. We find your profit drivers

   We identify the metrics (data points) that actually control your results—revenue quality, margins, labor efficiency, overhead, and cash conversion.

3. We build your monthly scorecard and cash forecast

   You get a clear scorecard (performance indicators that matter) plus a rolling cash flow forecast that shows what’s likely to happen if nothing changes—and what happens if you make a specific move.

4. We meet monthly and deliver an action plan

   Each month, we review performance, explain what changed in plain language, and deliver a short, prioritized action plan focused on profit and stability.

5. We monitor trends so issues get fixed early

   We track trends and anomalies so you can take action while problems are still small.

What’s Included (Deliverables)

Core CFO package

• Monthly scorecard shows with simple language explains what areas of the business are on track and where you need improvement

• Profit and loss review with variance explanations (what changed and why)

• Rolling cash flow forecast (and “what to do” if cash tightens)

• Scenario planning for major decisions (hiring, pricing, expansion, debt payoff, owner pay)

• Profit improvement recommendations tied directly to your numbers

• Monthly face-to-face meeting with actionable next steps to achieve a perfect score every month

Investment (Pricing)

Engagements start at $3500/month and vary based on the size and complexity of your company
Flat monthly fee. Month-to-month.

A CFO is not an expense for “accounting work.” It’s an investment in better decisions. Most profit losses come from decisions made without clarity—pricing, hiring, spending, inventory, debt, and timing. Our goal is to help you predict outcomes before you commit resources, so you protect cash and increase profit.

Ready to Step Into Your Role as a True CEO?

With Tullis Consulting as your CFO, you'll enjoy the freedom to act decisively, the confidence of data-driven decisions, and the clarity to make the future you envision a reality.

If you’re ready to go to the next level, take the first step toward transforming your business by completing our "Right Fit" Assessment. This questionnaire helps us gauge your business' financial readiness, operational discipline, and commitment to growth. If your answers indicate a good fit, we’ll schedule your free 30-minute consultation to continue the conversation.