ATTENTION SMALL BUSINESS FOUNDERS UNDER $10M!
Here’s what we’ll help you accomplish:
Predict your cash flow months in advance, not just next week
Understand what your reports really say, without shame or confusion
Make hiring and pricing decisions backed by data—not fear
Create a financial roadmap so growth doesn’t come with chaos
Unclear on whether you'll make payroll
Confused by financial reports
Paralyzed when it comes to hiring or investing
Relying on gut to price services or set goals
Feeling like an imposter when talking finance
Confident cash forecasting for every decision
Clean, clear dashboards built just for you
Making bold, data-driven decisions with certainty
Knowing your exact margins and ROI
Owning your CEO role with clarity and confidence
This will create a permanent electronic location for all Company Files:
Permanent Files: Organization Documents, Leases, Insurance Policies, Tax Returns, Etc., as well as all Recurring Files: Month End Accounting Files, bank statements, payroll records, invoices, etc.
This "Data Room" is owned by the Business Owner/CEO and is ready ANY TIME and ALL THE TIME
With one click, the Business Owner can share as much or as little of this Data Room with Investors, Board, Lenders, Bankers, Auditors, Accountants, Tax Preparers, Insurance Providers & Other advisors
Having this in place means the company is always ready to obtain loans, or raise capital, do an exit or merger, do tax planning, easily manage an audit (IRS or GAAP audit), or file tax and other reports
This Proprietary System is not available to other accountants outside our program.
This Monthly file becomes a permanent audit trail (like a "trail of crumbs") that goes from: Transaction to Source Document to General Ledger to Trial Balance to Financial Statements to "Value-Add" Reports "Permanent Tickmarks" are used so any future auditor, investor, lender, buyer, can trace forward or backwards any transaction from start to finish.
The completed monthly file becomes a part of the Perpetual Data Room so its available today or 5 years from now.
Psalmtree Consulting will also use this file to find & fix accounting errors, add Adjusting Journal Entries and accruals, and document any unusual items in that month, as well as provide a permanent audit log.
Having this system in place adds immense value to the CEO/Owner:
it ensures errors are found and fixed,
it reduces chances of fraud/theft,
it allows for better management of the Company by having timely, accurate reports,
it allows for easier access to capital (debt and equity),
it will create higher value exits,
provides for easier tax planning
and higher cash flow to the Owner.
Additionally, it provides Peace of Mind for the Owner that the books are accurate
This will be the company accounting "SOPs" and having this in place will reduce theft and fraud, will provide more efficient operations (meaning less waste in payroll), and easier day-to-day accounting.
More than just a Balance Sheet and a P&L, a Psalmtree Consulting will produce month-end reports that include Financial Statements, a 6-month Cash Rolling Forecast, Budget Vs Actual Reports, and KPIs.
This might save the CEO/Owner $50-$100k a year
Psalmtree Consulting has access to a nationwide network of, more than 100 CFOs and CPAs all over the US. If a CEO/Owner has a question, its likely we can get an answer quickly.
The Cost of Low Price Bookkeeping Service Things are cheaper on the front end, but the entity value is lower, the Business Owner is less effective at managing the Company , and overall COST is very high.
Our Competition doesn't have these tools, systems, or team, and they do data entry with almost no value added to the Business Owner.
The Value of Our World Class Accounting is not a COST, but an INVESTMENT that adds value in excess of what is paid. It's more expensive each month, but it will pay for itself and then some, with higher company valuations, easier access to capital, audit-proof books, lower taxes, improved cash flow, and reduced stress
The opportunity is avoiding the losses of not putting this system in place.
This World-Class system will protect your assets from
losses in audits.
IRS audits,
lawsuits from investors and/or lenders,
state agencies or other regulatory bodies.
The cost of compliance is worth every penny.
This also goes for HR and payroll. The Accounting Policies and Controls prevent losses as well.
You also maximize cash by
minimizing taxes through tax planning,
using tools to maximize ROI on your marketing,
using cash forecasting tools,
having useful analytics,
dashboards,
and budgeting tools.
Tools like the Perpetual Data Room, the month end documentation, etc., will minimize the cost of audits.
You will start benefiting from the first month and every month.
Then annually from tax planning and the improved decision making from accurate data.
This could improve your profits by 10%.
Then, even if the IRS arrives 5 years from now, you will have a quick and painless audit when they can’t find anything wrong.
If you do an exit at some point, you’ll get the highest possible valuation due to your books and records, and your compliance is in 100% order.
Introducing:
STEADFAST CFO SOLUTIONS
A Strategic Financial Partnership for Small Business Owners Who Want to Lead With Confidence
Here’s what you get:
Fractional CFO insight without the full-time expense
Custom dashboards, forecasts, and monthly CFO level calls
Audit-ready books and annual tax planning
Full visibility into your cash, margins, and future
One-on-one onboarding with cleanup and financial setup
Rolling 13-week cash flow forecast and dashboard
Monthly P&L and KPI reviews explained in plain English
Strategic guidance around hiring, pricing, and scaling
Budgeting and tax planning sessions
Your own client-owned perpetual data room
Full compliance and audit-ready systems
My name is Jim Anderson, an experienced small business CFO and Controller, and I’ve been working in small business consulting for over 20 years. I’ve helped close to 100 clients improve profitability, gain control over their cash flow, and grow their businesses with clarity and confidence.
You own a service business or agency generating under $10M/year
You’re tired of guessing about your financial health
You’re overwhelmed by inconsistent reports and unclear margins
You’ve delayed hiring or investing due to financial fear
You want to understand your numbers, not just “get reports”
You’re looking for strategic financial support without hiring a full-time CFO
You want to build a company that lasts—and possibly sells
You’re ready to feel like a real CEO with clarity and control
You’re on QuickBooks Online or willing to move to it.
Join a growing community of visionary founders who’ve replaced fear with clarity. Get the tools, dashboards, forecasts, and support you need to scale smart and sleep well.
Don't Delay, I Have Limited Slots Available
Q: I already have a bookkeeper—do I still need this?
A: Absolutely. Bookkeepers handle the past. We help you plan the future with strategy, forecasts, and real-time insight.
Q: What if I don’t understand financial reports?
A: Perfect. Our job is to translate those reports into action. No jargon, no shame—just clarity.
Q: How soon will I see results?
A: Most clients begin making smarter, data-informed decisions within the first 30 days. With each passing month, as the clean data stacks up, you will gain even greater insight.
Q: What kind of business is this for?
A: While we have had many types of clients, Psalmtree Consulting currently specializes in service-based small business under $10M.
Q: Will you be coming into the office?
A: We are fully remote and will take up no space in your office, nor need any computer equipment from you.
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PLEASE NOTE: THE RESULTS SHOWN IN THIS VIDEO TRAINING SERIES ARE A RESULT OF TRIALING, TESTING, CREATING, AND OPTIMIZING, AND THESE RESULTS ARE NOT TYPICAL NOR DO THEY GUARANTEE YOU SUCCESS. THIS IS NOT A GET-RICH-QUICK SCHEME, AND YOU WILL NOT SUCCEED SIMPLY BY PARTICIPATING. THERE IS RISK, INCLUDING LOSS OF TIME AND LOSS OF MONEY FROM SOFTWARE SUBSCRIPTION AND ADDITIONAL TRAINING. DO YOUR OWN RESEARCH AND MAKE YOUR OWN INFORMED DECISIONS.
It’s Time to Stop Guessing and Start Leading
Engage with STEADFAST CFO SOLUTIONS Now
One call where we can learn more about you and your business. One opportunity to gain control of your business finances—and your future.
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