Schedule Your Complimentary CFO Advisory Assessment
Discover How $3M+ Service-Based Companies and Real Estate Investors Are Saving $400K+ Per Year While Getting CFO-Level Financial Leadership.
If your business has reached $3M+ in revenue, you're facing financial complexities that your bookkeeper or traditional CPA can't solve. You need CFO-level strategic guidance—but hiring a full-time CFO and accounting team costs $500K-$700K per year. There's a better way. In this complimentary 30-minute assessment, we'll:
✅ Review your current financial structure and identify gaps
✅ Discuss your growth goals and the financial roadblocks holding you back
✅ Show you how our integrated CFO + accounting services can save you $400K+ per year
✅ Determine if our VALUEATION-MT® methodology is the right fit for your business No pressure. No sales pitch. Just honest advice from a CPA, CGMA, and certified coach who's helped businesses like yours maximize operations, protect assets, and scale profitably.
This complimentary assessment is designed for: • Service-based companies generating $3M+ in annual revenue • Real estate investors managing multiple properties or entities • Business owners who are growing fast but lack financial clarity • Companies considering hiring a full-time CFO (but want to explore a more cost-effective option first) • Entrepreneurs who need strategic financial leadership—not just bookkeeping.
After you book:
1. You'll receive a confirmation email with a short questionnaire about your business
2. We'll meet for 30 minutes to discuss your financial goals and challenges
3. You'll walk away with clarity on your next steps—whether you work with us or not
No obligations. Just expert guidance to help you make the best decision for your business.
Ready to get CFO-level financial leadership without the $500K+ price tag?
Book your complimentary assessment now.
Office: 2332 Galiano Street,
2nd Floor
Coral Gables, FL 33134
Call
(866) 812-2910
Email:
Site: www.marietorossiancpa.com
