What is CapShots?

Designed for companies in the $500,000 – $3MM annual revenue range, CapShots is a cost-effective solution to learn about the numbers side of your business. Through monthly consultation with our financial professionals, previously confusing numbers translate into plain english without frustrating industry-specific jargon. CapShots allows business owners to affordably master their business finances and take decisive action based on trends and projections that they can easily understand.

Is Your Business Experiencing Any of the Following?

CLICK EACH PAIN POINT TO LEARN MORE

Is Your Business Experiencing Any of the Following?

CLICK EACH PAIN POINT TO LEARN MORE
CASH FLOW CHALLENGES
Cash flow challenges, either due to slow-paying customers, or due to rapid growth in orders and/or in staff, or other structural challenges of the industry.
LOW LEVEL OF PROFITABILITY
Low Profitability, or there is insufficient revenue to break even. This may be due to poor pricing models, insufficient sales volume, expense issues, or an inappropriate capital structure, among other things.
REVENUE CYCLE INEFFICIENCY
Revenue Cycle Inefficiency, such as too many manual processes, or inadequate security, systems or controls. Another common indicator is difficulty in producing timely, accurate, and appropriately formatted financial statements.
BANK RELATIONSHIP ISSUES
Banking relationship issues, such as being turned down for a loan, running up against restrictive loan covenants, having a bank that doesn’t understand your business model, or using the wrong combination of bank products and services.
REVENUE PLATEAUS OR CEILINGS
Revenue Plateaus or Ceilings, or declines or stagnation of revenue below a desired value over a period of time. For growing businesses, plateaus and ceilings prevent growth goals from being met and put the overall health of the company in jeopardy.
LACK OF TRANSITION OR EXIT PLANS
Transition or Exit Planning. Does the business owner have a plan for the performance of what is likely his largest asset? Has he thought about transition, and how and to whom he will transition the business? What time duration will that take place over? What return on his investment is he targeting?

What Makes CapShots Different?

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You receive a significantly more “hands on” experience than a typical fractional CFO.

We get deep into the details(because we want to teach you how to do it yourself), doing such things as building pricing, budget and cash flow models ourselves, closely overseeing the bookkeeping / accounting functions and upgrading if necessary, developing and putting in place policies, procedures and controls, identifying and screening potential financing providers, preparing loan submission packages and doing preliminary underwriting, negotiating terms with lenders and other suppliers, etc.

R

We provide you long-term, unlimited support for a fixed, flat fee.

We are available to consult on and assist you with everything from product and service pricing / bundling options, payment terms, costs, and options, incentive compensation program design, vendor negotiations, M&A strategies, due diligence documentation development, etc.

R

You get a much higher level of ongoing consultation and guidance than a typical outsourced CFO.

R

Our unique business model saves you 1/2 to 2/3 of the cost of a typical outsourced CFO.

R

You acquire and maintain deep expertise and numerous relationships in several areas that a typical CFO does not provide.

E.g., highly specialized lenders / finance solutions, the full range of banking and merchant / payments-related services, and revenue cycle technology solutions. Often we may be brought into a company by its CFO due to this specialized expertise, or because their staffing is lean and they can’t get to critical projects with their existing resources and expertise.
R

You receive a significantly more “hands on” experience than a typical fractional CFO.

We get deep into the details(because we want to teach you how to do it yourself), doing such things as building pricing, budget and cash flow models ourselves, closely overseeing the bookkeeping / accounting functions and upgrading if necessary, developing and putting in place policies, procedures and controls, identifying and screening potential financing providers, preparing loan submission packages and doing preliminary underwriting, negotiating terms with lenders and other suppliers, etc.

R

We provide you long-term, unlimited support for a fixed, flat fee.

We are available to consult on and assist you with everything from product and service pricing / bundling options, payment terms, costs, and options, incentive compensation program design, vendor negotiations, M&A strategies, due diligence documentation development, etc.

R

You get a much higher level of ongoing consultation and guidance than a typical outsourced CFO.

R

Our unique business model saves you 1/2 to 2/3 of the cost of a typical outsourced CFO.

R

You acquire and maintain deep expertise and numerous relationships in several areas that a typical CFO does not provide.

E.g., highly specialized lenders / finance solutions, the full range of banking and merchant / payments-related services, and revenue cycle technology solutions. Often we may be brought into a company by its CFO due to this specialized expertise, or because their staffing is lean and they can’t get to critical projects with their existing resources and expertise.

From the Blog

4 Things You Should Do When Exiting Your Business

4 Things You Should Do When Exiting Your Business

The end goal for most business owners is to grow their business to the point where they can sell or they are able to transition out of the leadership role and "work themselves out of a job."  While it's easy to focus solely on achieving the level of growth to...

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4 Tips For Overcoming Revenue Plateaus

4 Tips For Overcoming Revenue Plateaus

If revenue growth stops or slows, it's easy to feel discouraged. You want your business to grow and anything less keeps you up at night.  Fortunately, you aren't alone. Revenue ceilings are a common challenge for businesses as they grow and scale. While the...

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