All New Life CFOs are operating CFOs and have each held CEO roles in their careers. This brings a depth of insight and experience far beyond simple financial analysis. We’ve walked in your shoes and this is what makes New Life and our results stand out.
In this introductory assessment we’ll dive into the challenges and frustrations you’re facing. You’ll get insights about potential underlying causes and ideas on how to resolve them. If you need additional resources, we’ll get you connected to the right people.
It’s time to take control of your business instead of letting your business control you.
Schedule your FREE consultation today.
At New Life CFO, we provide financial and accounting leadership tools and know-how so you can get back to building your business. New Life CFO is a Fractional CFO Consulting Firm that works with CEOs to radically increase the value of their businesses, without making a radical investment. We partner with small to mid-market companies, providing your business with experienced operating CFOs who are available on a part-time (fractional) basis.
FREQUENTLY ASKED QUESTIONS
Develop a clear picture of your operational finances with rigorous internal and external financial reports through our custom dashboard system.
Effectively track the sources and uses of cash across your business to streamline your cash management.
We help businesses flourish, providing strong operational leadership and financial expertise to prepare you to weather storms and meet market goals.
Optimize your cash flow, gain considerable cost savings with payroll, expenses, and effective budgeting control.
Bring new life to your business with leadership guidance, smart debt raises, equity investments, and M&A.
Our powerful KPI financial tracking dashboards unlock key insights into performance, trends, and opportunities with robust data collection.
New Life CFO is founded by Burt Copeland. Burt is a dynamic organizational leader with an uncommon combination of financial discipline, strategic vision, and operational expertise. He excels in helping businesses grow by assessing performance, capabilities, challenges, and opportunities. With over 25 years of experience leading the financial and operational functions of small to medium-sized companies, Burt has proven his ability to help companies improve valuations and profit. His commitment to utilizing his core skills of financial discipline and team-centric leadership, combined with his passion for driving change, ensure robust and sustainable results.
SCHEDULE A FREE CONSULTATION NOW
All New Life CFOs are operating CFOs and have each held CEO roles in their careers. This brings a depth of insight and experience far beyond simple financial analysis. We’ve walked in your shoes and this is what makes New Life and our results stand out.
A fractional CFO is a chief financial officer who provides strategic advisory for growing businesses on a part-time basis. By engaging with a fractional CFO, companies can get the financial services, leadership, and insights they need at a fraction of the cost. Your CPA will tell you what happened in the past, but your CFO will help you navigate and gain control over your future.
New Life CFO will identify the right metrics to drive improvement and give you decision-making insights using dashboards and the right performance tools. We’ll show you how your numbers reflect the effectiveness of your people and trends that have impacted your results.
“I wish we had discovered New Life years ago—it would have made a transformative difference in our profitability. New Life has overdelivered for us, and we are deeply grateful.”
Linda Chaput — CEO
[Agile Minds]
“Burt and his team deliver results...they play a key role in keeping our company financially healthy, which means we can continue to create more freedom in the lives of the clients we serve.”
Davy Tyburski — President
[Freedom Founders]
“If you own a business, you are by nature a risk-taker. Not having a CFO is risky. That is a risk I will no longer accept. New Life turned my business around. I highly recommend them."
Steve Baxter - President
[TDI, Inc.]
We’re going to dive deep. First with your issues and frustrations. Second with highlights on your financial performance and third our follow up penetrating questions to clarify the situation.
We’ll likely recommend one of several financial diagnostic assessments to determine issues, opportunities, financial impact of addressing these.
We’ll work with you to determine the level of service you require going forward from either outsource Controller/accounting services to one of our three levels of CFO services: CFO Coach, CFO management or CFO leadership.
Get answers to your most pressing questions.
With a few exceptions, we are industry agnostic. We have strong presence in manufacturing, distribution, warehousing, construction, consulting/B2B services, financing, technology and Saas platforms, landscape services/products, automotive shops and car dealerships. And this is only a few of the industries we have expertise in. Industries that we avoid are: public companies, heavily regulated industries and hospitals.
Beyond financial expertise, Our CFOs have exceptional operational experience. We don’t just assess the situation and give advice; we roll up our sleeves and help make things happen. We share an entrepreneurial spirit — and we are committed to helping your company succeed. Learn more here.
It varies by client and it all begins with you. By this, we start with your goals and aspirations and then look at both the delta in your current performance Vs these goals and your biggest financial management challenges. From this, we work with you on the recommended course of action and how we can generate additional cash or profits ASAP. Most clients engage us for recurring services and pay us based on an agreed-upon retainer.
Sure, we have CFO’s, controllers, accounting managers and staff analysts. You could truly outsource your entire accounting and financial management functions and not miss a beat. However, before jumping that far, let’s first assess what your needs are and prioritize your services and fees accordingly. For our clients that do use both our CFO and controller services, they still have significant savings compared to hiring a full-time controller.
Are you looking for more answers? Click here to view our in-depth FAQ page.
In this introductory assessment we’ll
dive into the challenges and frustrations you’re facing.
You’ll get
insights about potential underlying causes and
ideas on
how to resolve them. If you need additional resources, we’ll
get you connected to the right people.
It’s time to take control of your business instead of letting your
business control you.
Schedule your FREE consultation today.
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