One Clear Path

One Clear Path for Your Clients

Our system you can use to help your clients have a growing and more profitable business every month without stress and overwhelm.
The Path

Most business owners don't have a solid plan of what to do or how to do it so they can have a growing and more profitable business.

So, they come into work everyday and work in their business.

Then, they look up a year or two later and realize they haven't made meaningful progress.

They are nowhere close to achieving the freedom of money and time they desperately want.

They simply need a clear path...

...to have a successful, growing and more profitable business.

The Problem

The problem with most business advisory systems is that they're too generic, too complicated, and require the client to fit the system instead of the system fitting the client.

However, the main problem with most business advisory systems is that they're not focused on helping the business owner improve the three things that matter: revenue, profit, and cash flow.

It's important for the business to generate more revenue.

It's more important for the business to generate more profit.

However, the most important thing that matters is that the business is generating more cash flow.

50% of all small businesses fail (according to the SBA). It all boils down to the fact that they didn't have enough cash flow.

So, it's not enough to make a profit. The business has to make - and keep - cash flow

Your solution

You, as their business advisor, needs to lead your client down a clear path to help them have a growing and more profitable business.

Specifically, you need to help them be able to...

...know how to increase revenue.

...know how to increase profit.

...know how to increase cash flow.

This all happens in our One Clear Path.

The One Clear Path

Here's the One Clear Path that you can use to help your clients have a growing and more profitable business.

Simply complete the steps in the right order and you'll have a scalable way to offer a CFO service that gets results.

There are three main stages to our path.

Stage 1: Foundation
This is where you show your client what drives (or influences) their revenue, profit, and cash flow.

Think of their business as a machine. Your job is to break the machine down into different parts (the drivers) to see what's working and what's not.

Stage 2: Targets
This is where you, and your client, set measurable targets for this year and the next five years.

You'll help your client set targets for each of the 'parts' of their business (drivers).

Stage 3: Direction
This is where you give your client a simple way to know what's going on in their business (Scoreboard) and a way to know what to do to (Objectives & Next Steps) have a growing and more profitable business.

If the client completes the Next Steps, they'll complete the Objectives. If the Objectives are met their Scoreboard will be 'in the green'. If their Scoreboard is in the green, they will meet their targets.

This a way to keep a client for a very long time. This is a way for a client to have a growing and more profitable business.

Your clients need you to help them accomplish this.

The One Clear Path

By using the One Clear Path, you can help your clients have a growing and more profitable business every month without stress and overwhelm.

You can help them go from being overworked, stressed out, and always worried about money to having confidence they're on the right path.

This path will help your clients take home more money, be in control of their time, and finally enjoy their business again.

By joining The CFO Project Membership, you'll have the training, tools, and support to offer this One Clear Path to your clients.


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