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Grow Your Business, Earn More Profits and Always Have Cash.

Running a business operation is not a simple task, with so many obligations and responsibilities, it is hard to focus on the priorities, such as planning your growth, maximizing profits, cash-flow and working productively.

Fortunately, you do not have to carry this burden alone!


If your business seems to be static, in slow growth or quickly expanding but you struggle to control all your obligations efficiently then...  

You probably need a CFO!

Refineplan works with growing businesses no matter where their holding in their growth process.

We simplify your financial obligations, ensure you're on track to sustainable growth and help increase your profits.

Your CFO takes a magnifying glass to your business functions, evaluating team productivity, operational expenses, sales revenue and overall business performance.

 

A CFO is a business expert equipped to examine all moving parts of your business including costs, sales cycles for products, productivity and competition. 

Discover how we can scale your business:

AvailabilityYour concierge CFO is always available to answer your questions and help you resolve business challenges.

Support System: Get the help to reduce work errors and increase customer satisfaction driving your organization's success.

Personalized: Customize your monthly services to highlight your financial productivity, growth, employee efficiency and department performance.

Dominate: Take advantage of your key strengths and outperform your competition.

Maximize profits: Fine-tune your operational costs while taking advantage of the most profitable revenues.

Peace of Mind: Plan months in advance for the amount of employees, inventory and cash needed to reach your targets.

Amplify Results: Enhance your marketing processes and generate more sales in the most cost-effective manner. 

Financial Stability: Get notified on changes in revenue, irregular expenses and receive advice on how to better manage your funds.

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Frustrated with the results of your business?

Your concierge CFO acts as an exceptional member of your team and is a proven investment in the growth of your company.

We help you resolve all your business challenges and increase the value of your operation at one fixed cost!

​Your full time CFO provides guidance on your budgeting, critical shifts in your financial position and helps you achieve your sales targets!

Still Not Sure if We Can Help?

If you are serious about expanding your business and getting real results then call us now!

OUR WORK PROCESS

ADVISORY CALL

 BUSINESS EVALUATION

FINANCIAL HEALTH

ASSESSMENT

TAILORED GROWTH PLAN

OUTLINED

ROAD MAP

IMPLEMENT YOUR PLAN 

SUCCESSFULLY

DON’T TAKE OUR WORD FOR IT…

Hear from others

RefinePlan has been our go to advisers, they have helped us understand what aspects of our business should be monitored and helped set up systems to ensure our business will continue to yield positive results in the future.

Thank you for providing outstanding advice and for being very prompt in communicating with us.

Jennifer S / General Manager

Posted 2 weeks ago

RefinePlan has given us the tools to grow our company steadily. They led us through a seamless process, Demonstrating a high level of trustworthiness and sheer knowledge, RefinePlan is a valuable asset to our organization and plays a key role in ensuring that our business is running properly every day.

Joe H / Chief Executive Officer

Posted 3 days ago

© 2019 REFINEPLAN, LLC  |  ALL RIGHTS RESERVED

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