Profit and Performance Advisors for Founder-Reliant Businesses
We help founders fix the cash-flow and team problems that keep their business dependent on them.
You’re Losing Money and time Because Your Business Still Runs Through You.
Your business has grown past seven figures, yet cash is still tight, and your team waits on you to make every decision. It’s time for your business to support itself.
Book a call today; let’s talk about building a business that can run without you.
The Founder Subsidy
Your Business Still Depends On Your Money and Time.
Sometimes you write another check. Sometimes you step in because your team can’t move forward without your judgment. Both keep the business going, but they also hide what’s really wrong. I call this the founder subsidy: you pay for your business with your own money and time.
The cost of your founder subsidy reaches past the business. When you keep covering cash gaps, your own pay comes last. When you’re always on call, you lose time you meant for the rest of your life.
your money
You cover shortfalls with personal funds or debt.
You wouldn’t need to fund the shortfalls if:
your books showed you how your business makes money, and you could trust them
you knew which offers and customers are profitable
your prices covered the true cost of delivery, including your time
extra work came with extra pay
your delivery processes had clear owners and fewer wasted steps
customers paid on time, with deposits up front
you could see cash gaps coming before they hit
every hire had a clear role and the revenue to support it
your team could see how their work affects profit
your time
Your business may be profitable, but decisions and customer problems still come back to you. Time off still means checking in.
Your business could run without you if:
every type of decision had a clear owner
what you know was written down and taught to your team
every role had written expectations and clear outcomes
your clients trusted your team leads, along with you
everyone worked from one shared definition of success
new hires took on the decisions that go with their work
your team tracked the few numbers that drive your goals
the foundation was in place before new tools like EOS were added
end your business’s reliance on Your Founder Subsidy
Founder, It’s Time To Get Your Life Back.
Profit + Performance Advisory brings the financial and human sides of your business into harmony, so you stop filling gaps with your time, money, and expertise. Our goal is to help you and your team build a business that delivers for customers while giving you back your time, your energy, your joy, and, of course, paying you every cent you’re worth.
1.
analyze
Start with a focused financial analysis or a broader Business Performance Analysis to understand what keeps the business dependent on you.
2.
Optimize
Address the causes of that dependency so the business can better support itself and deliver for customers.
3.
advise
Protect your progress and make confident decisions as your business changes.
ALL SERVICES ARE SCOPED AND PRICED UP FRONT WITH OUR NO SURPRISES FIRM FIXED PRICE GUARANTEE.-
A fractional CFO builds your forecast, but are they actually helping you make more money, find and fund the founder’s genius zone, and then building the support to protect that genius zone?
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Good news! You get the best of both worlds, because our founder is not only a tax, tech, and financially savvy CPA but she is also an ICF Level 2-trained Organizational, Team, and Life Coach. She knows the ins and outs of people, teams, founder life and numbers and how each one affects the other.
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As a founder-led company, FutureView CPA’s leadership gets what you’re going through - we’ve been through those growing pains too. We’ll never give you typical consultant advice like “every team member needs an ownership mentality.” That’s just impractical, and it’s actually really bad advice that’s why we built our own profit and performance advisory framework. We’ll help you find and build on your strengths and bring those out in your team members too. A consultant usually focuses on one issue, while we bring the trifecta - Profit and Cash flow Help, People Empowerment, and Getting YOU founder, out of the weeds.
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Don’t get us wrong, we actually really like EOS, but an EOS implementer runs the meeting and builds the scorecard. We’ll first help you decide which numbers belong on the EOS Scorecard so that you’re not wasting your precious time and energy tracking things that don’t help you achieve your business goals. We help you cut the financial noise, make friends with your numbers, track fewer, more meaningful metrics, and then advise you on your next best steps. Do the strategic work with us first, then, if you feel like you still need it, you’ll be in a much better position to work with an EOS specialist for lasting results.
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We are a CPA founded firm, that specializes in Profit and Performance Advisory.
Most CPA firms do a little of everything, for everyone. Taxes, bookkeeping, audits, you name it.
We do one thing - Profit and Performance Optimization for founder-led organizations.
FutureView CPA’s founder, Jennifer Todd, CPA, MBA, has spent 29 years working with thousands of founder-led businesses.
The good news is, if you’re happy with your current CPA, bookkeeper, or tax pro - please keep them and come to us for the part they don't do. If you’re not happy, we can refer you to one of our trusted colleagues to handle the taxes and other traditional CPA services that we no longer offer.
WHY CHOOSE FUTUREVIEW CPA AS YOUR PROFIT AND PERFORMANCE EXPERTS?
What changes for you, founder, when you finally get your life back?
Your week goes to the work only you can do, the stuff that really lights you up
You get to pay yourself what you want and keep more of what you earn
Cash stops becoming an unpleasant morning bank balance ritual
The right decisions get made by your team, without your constant input
You stop being the glue, the stopgap, the bottleneck, and the shock absorber in your business
You get to fire yourself from Chief Everything Officer, and enter the lead role of Chief Executive Officer
Listen to the podcast out now
Founder, get your life back: business strategy for better profit and more life
Experience on both sides of the desk.
You deserve a business that works for you, too.
I know what it is like to build a business around being the person who can handle everything. That’s exactly why I built FutureView CPA to help founders build a business that gives more than it takes. My work brings financial discipline to the decisions that help founders get their lives back.
Our team looks at the whole business, including what it asks of you. Your time and the role you want to hold belong in your company’s definition of success.
Jennifer Todd, CPA, MBA
Profit + Performance Advisor
Founder, FutureView CPA
Start with a conversation
What’s keeping your business dependent on you?
Tell me where your business still depends on you and what you want it to become.
Let's find out whether we are the right fit to help you get there.