Data-Driven Optimization

The Fusion of Creative Management Consulting, IT & CFO Services





Managent Consulting

Expertise in strategic planning, productivity, culture, marketing, merchandising, implementation, etc.

Tech & AI

Design and implement cost effective custom tech solutions, integrations and automations

CFO Services

Data driven budgets, analysis, forecasts and reports that optimize productivity and profitability

Unique Services, Proven Results

Our holistic approach offers a one-stop-shop to break stagnation and create an organizational culture of data-driven forward momentum. For over 2 decades iCFO has delivered dramatic results for hundreds of thousands less per year than managing and hiring a collection of specialized consultants or in-house employees. We are not just consultants, but a true team member that steps up thoughout implementation helping to accomplish tasks as neccesary to keep plans on track. We are fierce advocates for the success of our client partnerships.


Already have a CFO?

iCFO will team up and empower your CFO with new resources like software solutions, automations, and custom-built tools. The combined knowledge, skills and workload support provides a synergy that dramatically boosts the speed of results. Your CFO will be supported and elevated into a role of greater importance and impact.


If you are a growing business that is just reaching the point of looking into the benefit of a CFO, then our partnerships can help fill the gap of a part time CFO role and more. iCFO's wider skillset and expanded role offers a much more universal and effective solution to financial management than a traditional part time CFO.


Aggregation of Marginal Gains

Our system has over two decades of a perfect track record. What gurantees our success is an approach that has recently been coined as the "Aggregation of Marginal Gains". This is the idea that the impact of making dozens of small improvements combines to yield big results. The accomplishment of each objective creates momentum, uncovers new opportunities and provides financial resources to tackle larger objectives. It creates a transformative cycle of informed positive change.


The basics of how we work:


  • Review strategic objectives, long-term goals, organizational charts, staffing, merchandising, marketing, pricing strategies, etc.
  • Interview and brainstorm with staff to uncover ideas, opportunities, and process inefficiencies.
  • Organize and analyze data down to the granular level to pinpoint specific objectives and calculate impact potential.
  • Create a budgeted implementation plan with employee roles & objectives.
  • Help perform tasks as part of the team during execution.
  • Design and create monitoring and reporting mechanisms to assess implementation, prompt adjustments and keep things on track.
  • Repeat the process to build upon the successes...

Of course, the real secret to the success of our process lies in our creativity, broad knowhow, strategy, extensive experience, technical skills, financial background, entrepreneurial background, positive attitude, and drive to improve every aspect of our clients’ businesses and culture.


Goodbye to Static Spreadsheets and Costly Manual Processes!


Put an end to the dark era of useless static reports from multiple sources, analytics that aren't designed to prompt management decisions, difficult to internalize accounting statements, constant ad-hoc information requests / analysis , and costly in-house manual proceses.


Step into the future of business management with iCFO's custom solutions, friendly interactive reporting and real time financial calculations.


  • Automate to free up staff resources and open new possibilities.
  • Identify ways to improve and enhance your granular data.
  • Combine multiple datasources into a unified custom system.
  • Uncover opportunities & forecast bottom line impact.
  • Effective reporting systems for every level of the organization.

Not just analytics...

iCFO systems are so much more than just Data Analytics. Analytic designers simply create visualizations of your data, but they lack the necessary expertise in business management, financial management, best practices, accounting and oversight to understand how the pieces fit into the bigger picture of a financial management system.


The result is that most analytics dashboards re-package the same static report information that you already had available from other sources, but present it in a prettier format. While good analytics can deliver insightful analysis, they will still be buried in a disjointed system that that doesn't prompt management decisions or action.


iCFO is much more

We take the time to understand your business, design and maintain a great financial management system, improve your data entry and accounting structure, tie everything together into a streamlined custom system that helps you automate processes, interpret results, uncover opportunities and implement changes.



Decision Focused Tools and Reports



Leverage AI

Leverage AI to help automate processes, locate revenue opportunities and build reports.

Calculate the impact

Simple to use tools that allow the user to focus on overall management concepts & problem solving, while seeing real-time feedback on how changes impact the bottom line.

Services

(fees will vary depending on client size, needs & job requirements)

By Contract/custom

Valuations, Acquisitions & Sales

Limited scope project work only
Limited role
Subject to availability
By Contract/month

iCFO PartnershipS

Uncover opportunities, design custom solutions, improve and enhance every aspect of your business
Develop and maintain the optimal financial management system for your needs
Help develop strategies, materials, presentations & implementations based on iCFO system discoveries
Direct interaction with staff to uncover new ideas, improve workflows, incentivize performance and get keep objectives moving forward
Train management and staff to best utilize automation and reports at their user level
Support and train staff in the adoption and use of automation and reporting software
Guaranteed positive cashflow impact of our partnerships

Call us to find out what iCFO can do for your business!