Patriot Profit Clarity System™

Tier 3 — Turn Your Clarity Into Strategy

Ready to Think Like the CEO You Already Are?

You've got clean books. You've got real-time visibility.

You can see everything happening in your business as it happens.

So why do you still feel like you're making million-dollar decisions in a vacuum?

Tier 3 gives you what every successful CEO has: a trusted strategic partner

who turns your financial clarity into competitive advantage.

Book Your Clarity Call

The Gap

Here's the thing about data: it tells you what's happening, but it doesn't tell you what to do about it.

Your dashboard shows profit margins dropping in the northeast region. Your cash flow forecast predicts a crunch in Q3. Your best salesperson wants a 40% raise or they're walking.

You've got perfect information. Now what?

Most business owners stare at their data and make educated guesses. They ask their spouse, their golf buddy, maybe their accountant. They lose sleep over decisions that could make or break their company.

But successful CEOs? They have someone in their corner who's seen this movie before. Someone who can look at the same data and say, "Here's exactly what this means, here's what's coming next, and here's what you need to do about it."

The difference between reacting to your business and strategically leading it isn't more data. It's having the right person help you interpret what it all means.

The Partnership

We perform financial emergency surgery.

This isn't about getting more reports or another consultant telling you what you already know.

This is about having a strategic partner who knows your business, understands your goals, and fights for your success like it's their own.

Someone who looks at your numbers and sees opportunities your competitors miss. Who helps you turn problems into profit centers. Who gives you the confidence to make the big moves while everyone else plays it safe.

We turn your data into strategy, your clarity into confidence, your good business into a great one.

What's Included in Tier 3: CFO Advisory Partnership

From Clarity to Strategy — Everything you need to turn financial insights into stability profitable action

The CFO Advisory Partnership

Ongoing CFO Advisory Sessions

Monthly strategy calls — tailored guidance aligned with YOUR specific goals and challenges

Business assessment and analysis — monthly deep-dive into your financial strengths and weaknesses

Corrective action planning — specific steps to address weaknesses and capitalize on strengths

Goal alignment and accountability — keep you focused on what matters most for growth

Unlimited access to CFO expertise — your trusted outsourced CFO partner for all profit and growth questions

Strategic Planning & Execution

Strategic action plans — clear list of the most important next steps for the next 30 days

Profit and cash flow targets — specific, measurable goals to hit each month

Growth strategy development — plan your expansion with confidence, not guesswork

Risk assessment and mitigation — identify potential problems before they become crises

Performance optimization — find and fix the leaks that are costing you money

Financial Monitoring & Reporting

Cash Flow & Profitability Monitoring

Weekly cash flow tracking — never get surprised by cash shortages again

Rolling forecasts — predict your financial position 3-6 months ahead

Profitability analysis — know if you're truly profitable in a meaningful way

Trend identification — spot patterns that indicate opportunities or problems

Benchmark comparisons — see how you stack up against industry standards

Executive Reporting & Scoreboard

One-page monthly scoreboard — clear snapshot of what's working and what's not

Key performance indicators — track the metrics that actually drive your business

Financial dashboard updates — keep your Tier 2 dashboards optimized and relevant

Executive summaries — digestible insights for you and your management team

Board-ready reports — professional presentations for stakeholders when needed

Strategic Decision Support

High-Stakes Decision Guidance

Hiring decision analysis — know when it's the right time to add team members

Expansion opportunity evaluation — assess new markets, locations, or services safely

Investment decision support — major purchases, equipment, or technology investments

Pricing strategy optimization — maximize revenue without losing customers

Cost management guidance — cut expenses strategically without hurting growth

Growth Planning & Execution

Revenue growth strategies — proven methods to increase sales and profitability

Operational efficiency improvements — streamline processes to boost profit margins

Market opportunity analysis — identify and evaluate new revenue streams

Competitive positioning — use financial data to outmaneuver competitors

Scaling preparation — build systems that support sustainable growth

Accountability & Peace of Mind

Ongoing Partnership & Support

Monthly accountability check-ins — ensure you're executing on strategic plans

Quarterly business reviews — comprehensive analysis and planning for the next quarter

Annual strategic planning — set direction and goals for long-term success

Crisis management support — immediate guidance during challenging times

Team training and development — help your staff understand and use financial insights

Trusted Advisor Relationship

Confidential business counsel — someone who understands your business and goals

Objective outside perspective — unbiased analysis without internal politics

Industry expertise — benefit from experience across multiple businesses and sectors

Network access — connections to other professionals when you need specialized help

Long-term partnership — consistent support as your business grows and evolves

How It Works: Ongoing Partnership

Phase 1: Right Fit Meeting

"We learn about your goals and challenges"

Comprehensive discussion of your business objectives
Assessment of current challenges and opportunities
Evaluation of how CFO advisory can help you be most profitable
Mutual fit assessment to ensure we can deliver value

Phase 2: Financial Assessment & Review

"We conduct a free assessment so you know where you stand"

Complete analysis of your current financial position
Identification of strengths, weaknesses, and opportunities
Initial recommendations for immediate improvements
Definition of how to grow and be more profitable from day one

Phase 3: CFO Advisory Proposal

"We propose exactly how we can help your business"

Custom proposal based on your specific needs and goals
Clear outline of services, deliverables, and expected outcomes
Pricing structure designed for your current situation
Implementation timeline crafted to be effective from the start

Phase 4: Ongoing CFO Advisory Partnership

"Consistent guidance and accountability for growth"

Monthly strategy calls and business assessments
Weekly cash flow and profitability monitoring
Quarterly comprehensive business reviews
Real-time access for urgent decisions and questions

Our Guarantee

If your dashboards don't give you instant clarity about your business performance, we'll rebuild them until they do — at no additional cost.

Because having data isn't enough. You need insights that drive action and profit.

Investment: Starting at $1,500/month

What other business owners pay for this level of CFO guidance:

Part-time CFO services: $8,000-$20,000/month (limited availability and scope)

Financial consulting firms: $15,000-$50,000/month (project-based, not relationship-focused)

Full-time CFO hire: $200,000-$400,000/year (plus benefits, equity, and management complexity)

Our Tier 2
Investment: Starting at

$1,500/ month

Complete CFO advisory partnership, unlimited real-time access, ongoing support designed for you success.

What's NOT Included (These Require Separate Specialists)

Legal advice and contract negotiations

Tax preparation and compliance work

HR strategy and personnel management

Operations consulting and process improvement

Technology implementation and IT strategy

Because we focus on what we do best: turning your financial clarity into profitable strategy, action and success!

Numbers Alone Don't Grow Your Business

Even with clean books and real-time dashboards, you may still find yourself asking:

Am I profitable in a meaningful way?
When is the right time to hire?
Can I afford to expand, or am I taking on too much risk?
How do I use my numbers to make smarter moves and increase profits?
What action do I take next to grow my business and achieve my goals now?

Without CFO advisory guidance, you're still making high-stakes decisions without a strategy.

Clean books and Real-Time Dashboards tell you what's happening. Tier 3 answers the bigger question:

What exactly should I do about it?

With a CFO Advisory Partnership, you move from reactive to proactive — building your business with discipline, not distraction.

The Transformation

Here's what happens when business owners start thinking like CEOs: everything changes.

You stop reacting and start leading. You stop hoping and start knowing. You stop guessing and start dominating.

Your team sees the difference. Your customers feel it. Your competition fears it.

Because while they're still trying to figure out what their numbers mean, you're already executing the strategy that puts you three moves ahead.

This is what it means to truly lead your business instead of just managing it.