Your Goals are Our Goals
Home Services and Construction
Fractional CFO & Operational Coaching
We help you work ON your business
instead of IN your business.
We work with companies looking to grow, sell, transition or just make more money! Our financial and operational expertise gets you to the next level faster and with fewer headaches.
Take your business to the next level with Roadmap CFO.
Use our proven methodology to get you to the next level. We work with you to understand your current state and then work with you to set up a custom plan to help you achieve your individual financial goals. From financial analysis and planning to metrics and beyond, we’re here to help you!
Our Process to Help You Succeed:
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Complete our questionnaire to see if we might be a good fit. We don’t work with everyone, just like you shouldn’t. If it looks like we could we could work together, you can schedule a 15-minute intro call.
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If after our call we decide to move forward as a team, we will sign a mutual NDA (non-disclosure agreement) and get you set up. You will then be able to provide us with any pertinent information that will be helpful in getting us started.
We work with bank statements, credit card statements, tax returns, income statements, balance sheets, personal spreadsheets, etc. Long story short, we want to look at everything you have so we can get the full picture and best support you moving forward.
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Within two weeks of receiving your data, we’ll have a 90-minute strategy call. During the call we want to get to know you, your business, and your business goals. We’ll also talk through some of your data to start to develop your roadmap. At the end of the meeting, we’ll suggest projects to start with, but the choice is ultimately yours. We’ll fill the holes in your business to help you reach the next level.
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When you’re ready to start, we’ll determine your first projects to work on and get going. We’ll also determine together how many projects you can support and what package makes the most sense for you and business.
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Throughout the length of the project, plan to hear from us with questions and check ins. We’re happy to communicate with you in whatever way works best for you – email, text, or a quick phone call.
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No matter the plan you select, we will have at least one review meeting per month to walk through findings, documents, and strategies to implement with your employees. During this meeting we will also discuss what is next in the roadmap.
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Every three months we’ll have a 60-minute meeting to discuss Roadmap progress and next steps. This is a key milestone for all business owners to take a step back from the day-to-day and think strategically about the future of your business.
Accounting focuses on the past. A CFO focuses analytically and strategically on the future.
Customer Plans
Bronze
1 Initial Goal Meeting
1 Project / month
1 Meeting / month
1 Roadmap Meeting / quarter
Cost
$500 initial data review
$750/month
(cancel at anytime)
6 Spots Still Available
Silver
1 Initial Goal Meeting
2 Projects / month
1 Meeting / month
1 Roadmap Meeting / quarter
Direct access to your personal CFO
Cost
$500 initial data review
$1,400/month
(cancel at anytime)
9 Spots Still Available
Gold
1 Initial Goal Meeting
5 Projects / month
2 Meetings / month
1 Roadmap Meeting / quarter
Direct access to your personal CFO
Cost
$500 initial data review
$3,000/month
(cancel at anytime)
4 Spots Still Available
Platinum
1 Initial Goal Meeting
12 Projects / month
2 Meetings / month
1 Roadmap Meeting / quarter
Direct access to your personal CFO
Cost
$500 initial data review
$6,000/month
(cancel at anytime)
2 Spots Still Available
Project Options - customized to your business.
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Pricing Calculator
Use our pricing calculator to determine cost structure and margin targets as well as start you on your way towards a pricing structure that helps you maximize your profit potential.
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Personalized Growth Plan
Roadmap your goals with a personalized 5-year growth plan for your company. The plan will be customized to meet your goals, abilities, and opportunities, and should be updated annually.
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Metric / KPI Scorecard
Utilize a Metric / KPI (Key Performance Indicator) scorecard fit for your company to drive your business forward. Scorecards allow a quick way to assess strength and improvement areas.
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Operations Process Documentation
Analyze, assess, develop, and document one operational process for implementation. This includes high-level process flow for training, detailed steps to follow, and management tools to ensure compliance.
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Management Organizational Chart
Review and develop an organizational chart and long-term org plan to align with your personalized growth plan and roadmap.
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Annual Budget
Create an annual budget customized for your business and your roadmap goals for the year. This can include incorporating labor & material costs, capital expenditures, employee estimates, and new business opportunities.
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Rolling 12-Month Forecast Calculator
Create a rolling forecast calculator that allows you to see your future according to budget plans, current state, and goals.
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Continuous Process Improvement
Pick a process and we’ll work to design a lean improvement strategy for you. Using lean, six sigma, 3P, and other methods, we can help you save time, materials, and energy.
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Accounting Clean-Up
Get your accounting function on track. This may be a recurring project until complete.
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Monthly Financial Analysis
Do a deep dive into your monthly financials. We'll look for areas for improvement and education.
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80/20 Analysis
Conduct an in-depth 80/20 analysis to determine where to focus your business for optimal efficiency and revenue.
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Exit / Sell / Transition Plan
Create a customized exit, sell, or transition plan based on your roadmap and company goals.
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Hiring / Interview Assistance
Assist with interview preparation to include virtual interviews with potential hires. Interview quantity is limited.
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Vendor / AP Analysis
Review vendor management and accounts payable opportunities based on your current vendor list including potential payment discount terms.
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Customer / AR Analysis
Review and modify a customer planning and accounts receivable plan. The plan could include a focused, growth-oriented customer vision and acquisition plan as well as AR and collections management.
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Custom Project
Have something else on your mind? Let's talk!
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Cash Planning
Develop a cash management plan to know when and where cash is needed and how to predict pain points. Get control of your finances and stop worrying about cash.
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Debt Planning
Learn more and find out if we’re a good team
Ready to start working ON your business rather than just IN your business?!
Working together to grow and improve!
Roadmap CFO and Skyline Electric are a team working to reach Skyline’s goals of growth and improvements in operational efficiency. Skyline Electric has long been a successful electrical company and is working to take a step back to organize the company, strategize, and lay the foundation for continue growth in revenue and profitability.
“Erik is a great resource to bounce ideas off of and help us complete projects towards our goals.”
Industries We Work With.
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HVAC
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Electrical
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Plumbing
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Landscaping
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Painting
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Roofing
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Garage Repair
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Pool Services
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Pest Control
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Cleaning
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Remodeler
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And More...
Roadmap CFO team
Erik Brown - Founder & CFO
20+ years in Construction and Home Services Industries
2015 CFO of the Year - Minneapolis/St. Paul Business Journal
Certified Lean Six Sigma Black Belt
Company Founder and Seller to Private Equity
Private Equity-side Due Diligence & Acquisition
BA/MBA in Finance
Passion to grow and continuously improve companies
“Erik is a rare find. Highlighted by his passion to be the best, and combined with his incredible work ethic, ... strong communication/people skills, ... and meticulous analytical talents.”
Currently Hiring
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Join a team looking to help small business owners in the Construction and Home Services Industries succeed.
Contact us to learn more!
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Join a team looking to help small business owners in the Construction and Home Services Industries succeed.
We're looking for a financial analyst with a passion to help other businesses. Must be analytical with strong communication skills.
Contact us to learn more!