Profit-Ready by CFOSg

Stop checking Xero and start controlling money

Most business owners do not need more reports. They need to know what to do next. We help you see whether the real issue is cash, profit, or revenue, then guide you to the right fix.

Start with the right problem

Most businesses do not have a numbers problem. They have a decision problem. That is why we use the CPR Compass by CFOSg to help you focus on the right thing first.

What this solves

You are not bad with money. You are late to the information.

  • Cash feels tight even when sales look okay.
  • Profit keeps leaking through recurring costs.
  • Pricing and discount calls are still guesswork.
The rule

Track cash first. Protect profit second. Then scale revenue.
Any other order gets expensive.

What you get each month

A simple monthly CFO review focused on the next decision, not more noise.

  • CPR snapshot of what is tight right now.
  • One protection rule to stop the leak.
  • One next fix to move the right number.
Optional add-ons

Automation, alerts, or multi-entity setup
can be quoted separately.

How it works

1

Book

Pick a time and answer a few quick questions so the session is focused.

2

Review

We review cash reality, profit leaks, and the revenue decisions that matter most.

3

Control

You leave with one rule, one next fix, and a clear action plan for the next 30 days.

Is this bookkeeping?

No. This is decision support. If your books are messy, we can still start, but cleanup may need to come first.

Do I need to install anything?

No. Everything can be reviewed in your browser. If you want automation later, that can be added separately.

How fast will I see results?

Usually within the first month, because we focus on one leak and one fix instead of trying to do everything at once.

Can I use PSG?

PSG support may be available for eligible packages, subject to eligibility and approval.

Ready to stop guessing?

Book a call and get a clearer view of what to fix first.

CFO Advisory (Monthly). Simple. Practical. No fluff.
Stop “Checking Xero” And Start Controlling Money.
If your numbers are “there” but your cash still feels tight, this is the missing layer:
A monthly CFO check-in that turns reports into decisions, limits, and next actions.
Expect straight answers, clear limits, and one priority at a time. If you want pretty dashboards with no decisions… this is not that.

What This Solves

You are not “bad with money.” You are late to the information.


  • Cash surprises (even when revenue looks fine).

  • Profit disappearing into “small” recurring costs.

  • Discounts and pricing decisions made based on feelings.

  • Too many reports, not enough action.

The rule
Track Cash first. Protect Profit second. Then Scale Revenue.
Any other order = expensive lessons.
Monthly CFO Review Cash + Profit + Revenue Guardrails + Next Actions

What You Get Each Month

  • CPR snapshot: What is tight right now
    (cash / profit / revenue).

  • One “limit” to protect you
    (OpEx cap, payroll cap, or spend freeze rule).

  • One “fix” to move the needle
    (pricing, cost line, collections, offer mix).

  • Short action list you can easily implement.

Optional add-ons
Automation, alerts or multi-entity setup can be quoted separately.

How It Works

1
Book

Pick a time. Answer a few quick questions so the call is focused.

2
Review

We review cash reality, profit leaks, and revenue decisions. No report-drowning.

3
Control

You leave with one rule, one limit, and one action plan for the next 30 days.

Is this bookkeeping?

No. This is decision support. If your books are messy, we can still start, but we may recommend cleanup first.

Do I need to install anything?

No. You can use everything in your browser. If you want automation later, we handle the setup.

How fast will I see results?

Usually within the first month, because we cap one thing and stop one leak instead of “trying everything.”

Can I use PSG?

PSG support may be available for eligible packages (subject to eligibility and approval).

Ready to stop guessing?
Book a call. Get one rule + one limit + next steps.