October 16, 2019 CFO Agency, Entrepreneur, goals, growth, New Beginnings, Numbers, Plan, Taxes

Close The Gap!

Close the gap!

We just completed our 6th Annual CFO Players Club retreat.  A time for entrepreneurs to come together and get some work done!  We do work around money relationship, clarity in visioning all areas of life, not just business.  Then,  we create the financial plan to close the gap from where they are today, to where they want to be in the next 12 months.

The beauty of this 3 day retreat is not just the networking opportunity with other like-minded entrepreneurs, but more importantly the clarity that comes from having a plan to walk into the New Year with.  Decisions were made. Opportunities were identified. Strategies were created.

Each person had the opportunity to connect with their current year.  Truly see the story their numbers were telling them about how 2019 is playing out so far.  They identified the areas to make changes in and the areas to pour more energy into.  

We were able to identify who needs tax strategies by the end of this year to keep more of the money they are making.  

For those transitioning out of their business, we were able to identify the numbers to create in the upcoming year to ensure a win, win for all parties involved.

For those focused on growth we uncovered the best next steps for them.  Knowing where to focus time and energy is of one of the most valuable things we can have as entrepreneurs.  Time is the ultimate leveler for all of us – we each get the same number of hours in day. Our effectiveness during those hours plays a big part in the results we create.

This is the perfect time of year to clean up the numbers you have and plan for the New Year.  It’s a way to ensure you still have time for tax strategies so you keep more of the money you make.  To gain clarity on exactly what you can do to finish this year strong and enter 2020 with clarity and confidence. We are here to help!  If you would like to explore the best next step for you in this area reach out to our office wealth@thecfoagency.com and let’s talk.  

In Abundance,



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