Phone: 781-326-3822
Our Story & Core Values
About Us& Phil
Next Step CFO was founded in 2007 out of realizing all I learned from the retail, manufacturing and service companies I owned. From the sheer joy of selling one business for multiple 7 figures to the unbearable agony of having to close another business and experiencing ultimate failure. I felt there was a lot of small businesses that could learn from my experiences and because of those experiences I could share how small business owners can become successful as well as help shield them from many of the bad things that happened to me. In the last company I owned before Next Step CFO called Freedom Therapy Center I fell on my face. After one falls on their face the most difficult thing to do is to take the Step after the fall. The Next Step. And so Next Step CFO was born.
Our Service & Philosophy & Phil
We’re a Contracted Chief Financial Officers (CFO) Services Firm. We provide all of the traditional CFO services like solving cash flow problems, driving business growth and Creating ideas for more profit, but our core service which encompasses all of these services and more is the Rolling Business and Cash Flow forecast. Our Philosophy is that the Rolling business and cash flow forecast is the centerpiece of a successful strategic plan.
Our Experience
And we are uniquely qualified with Over 35 years of experience in actually owning retail, manufacturing and service companies, we truly understand the risks and opportunities of business ownership.
Our Mission
Our mission is simple but lofty and that is to empower small business owners to earn multiple 6 figures in profit and income and build 7 figures in value.
Our unique selling proposition
Our unique selling proposition is that we show the small business owner how their business is doing where their business is headed and how they can do better for a fraction of the cost of employing these services