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Get a Free Fractional CFO Consultation

Before we tell you about The CFO Plus Group, let’s talk about your business.

HOW THE CFO PLUS CAN HELP YOU & YOUR BUSINESS

1. Financial Statement Review/Presentation.

2. Banking, Insurance and Strategic Relationships.

3. Plus Execution System EOS/Traction Similarities

a. One Page Business Plan (Quarterly, Annual, 3-Year, 10-Year).
b. Productive meetings with things getting done.
c. Scorecard and measurables to provide leading indicators of business direction.
d. Execution chart with most important roles and responsibilities defined.
e. Getting what you want out of your business results.

4. Project/job accurate costing procedures put in place.

5. Cash flow management tools.

CORE VALUES

SERVICES

Fractional CFO

  • Cash Flow Forecast/Management
  • Compliance & Borrowing Base Calculations
  • Monthly Financial Statement Review, Presentation & Business Update
  • Project/Job Accurate Costing Procedures & Reporting

Traction EOS Facilitator

  • 10+ Years Experience with EOS
  • Lead multiple Companies with EOS Implementation as Integrator
  • Provides Business Plan, Structure & Cadence
  • Gives Short Term & Long Terms Goals
  • Growth Minded
  • Data Driven & Consistently Monitored
  • Productive Meetings
  • Detailed Execution (Organizational) Chart

.

Strategic Relationships

  • Banking & Financing
  • Insurance
  • Employee Benefits
  • Associations

Proven Track Record

  • Taken multiple companies through EOS Process as Integrator
  • Construction, Equipment & Manufacturing Industry Experience
  • Relationship Contacts (Banking, Insurance, Other)

Core Values

  • Consistently Adding Value
  • Entrepreneurial Spirit
  • Relationships Matter
  • EOS Driven
  • Strategy Driven
  • Winning

Accounting Firm Intermediary

  • Financial Statement Audit Preparation
  • Financial Statement Review Preparation
  • Tax Planning
  • Asset Strategy

Our Model Builds the Foundation of a Secure Future

Future

Passionate about working with entrepreneurial businesses to exceed their growth goals.

Brady Barthole

Brady is passionate about helping small-midsized businesses achieve their vision and goals. For the past 15 years, Brady has been a Chief Financial Officer (CFO) and entrepreneurial operating system (EOS) Integrator in the Des Moines, IA metro. Prior to The CFO Plus, Brady helped grow and transform small-midsized businesses in a variety of industries. He has been a leader modernizing accounting processes, optimizing procedures, and cultivating team health and engagement, while ensuring alignment and accountability across the organization. In addition to Brady’s role as an CFO and Integrator, Brady also managed key client partnerships and developed strong relationships with business partners, banks, and suppliers.

With a strong foundation in public accounting with RSM McGladrey, Brady has a strong accounting acumen and analytical skills that enable him to make sound business decisions and deliver value to stakeholders and business owners.

When Brady’s not helping business owners achieve their mission and goals, he is also husband to his high-school sweetheart, Sarah, dad to two sons, Conner and Hudson, neighbor, community member, coach, sports fan, boat driver, servant leader, relationship-builder, connector and so much more!

 

Brady’s Why:

Small-midsized businesses are the heartbeat of America, and Brady cannot think of a better way to spend his time than helping them grow, succeed, and achieve their goals. Taking the necessary time to work “On” the business rather than “In” business is one of the best investments businesses can make.

 

Benefits of Working Together

Brady has worked with small-midsized businesses the majority of his career, and he knows the daily battles and challenges, but also rewards and wins, that come with owning a business. With his expertise of leveraging EOS in multiple businesses, plus his accounting and operational leadership, Brady can help you achieve your mission and goals.

The CFO+ offers a cost-effective CFO solution with EOS Foundation for you and your business to benefit from:

  • Menu of services tailored to your unique needs.
  • Trusted Business Advisor.
  • CFO Experience – Financial Review, Compliance, Strategy and Relationships.
  • Coaching Management Best Practices/Efficiencies.
  • Well-Being (Long Term Success):  Vision, Traction, Healthy.

Through his experience in creating scale and efficiency, while optimizing the business and fostering teamwork and collaboration, Brady has the tools and framework to help you address issues and develop plans to propel your business forward. With discipline, accountability and an all-in approach, Brady can help your business navigate milestones of your business and achieve growth and success. Brady has the experience and expertise from living and doing these practices to propel businesses forward and is ready to help you and your team do the same!

Get a Free Fractional CFO Consultation

Before we tell you about The CFO Plus Group, let’s talk about your business. Fill out your contact info and we will reach out to you ASAP!

 

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Name

Address

2310 SE Delaware Ave Ste G 142
Ankeny, IA 50021

Email

info@thecfoplus.com