Take Your Business to the Next Level
Helping owners take control of the business’s finances and systems to create a clear growth path
with fractional CFO services and business planning.
Take Your Business to the Next Level
Helping owners take control of the business’s finances and systems,
and create a clear growth path
with fractional CFO services and business planning.
Take Your Business to the Next Level
Helping owners take control of the business’s finances and systems, and create a clear growth path with
Fractional CFO Services and Business Planning.
Trying to manage all the operations of your business can be overwhelming.
As much as you’d love to spend your time getting jobs and getting them done, your business has a lot of behind-the-scenes parts that require attention.
Half the grind is simply understanding your CPA, bookkeeper, attorney, tax advisor – you know, all the experts you need to make sure your business is run right.
It’s a lot to manage, and more often than not, something falls through the cracks.
Are You Worried About:
● Wasting time and money on complicated business services.
● Making sure you’ll keep having enough cash in the bank.
● Being stretched too thin in your business.
● Missing out on jobs and opportunities because you’re buried in the daily details of business operations.
● Losing money to tax surprises and unforeseen costs of running your business.
Stop worrying about your business and
spend more time getting jobs and getting them done.
Trying to manage all the operations of your business can be overwhelming.
As much as you’d love to spend your time getting jobs and getting them done, your business has a lot of behind-the-scenes parts that require attention.
Half the grind is simply understanding your CPA, bookkeeper, attorney, tax advisor – you know, all the experts you need to make sure your business is run right.
It’s a lot to manage, and more often than not, something falls through the cracks.
Are You Worried About:
● Wasting time and money on complicated business services.
● Making sure you’ll keep having enough cash in the bank.
● Being stretched too thin in your business.
● Missing out on jobs and opportunities because you’re buried in the daily details of your business.
● Losing money to tax surprises and unforeseen costs of running your business.
Spend less time worrying about your business and spend more time getting jobs and getting them done.
Straightforward Business Services for Hard-Working Owners and Contractors.
Whether you’re a one-man operation or manage a team, we’ll help create a plan for your business, while you focus on doing great work.
Help for Small Businesses and Contractors
Get help to keep your business running smoothly
Help with organizing all the complicated, behind-the-scenes parts of running your business.
You will get help with cleaning up your accounting processes so that your financials will be come significantly more useful.
Regular check-ins to keep up with what is happening in your business and to be able to help with timely advice. So you know what you need in order to keep running efficiently.
Advice for taxes, business entity selection, investments, & cash that you don’t know what to do with. (invest it or use it back in the business?)
We will also help work with your CPA to get them the necessary info and help answer questions (theirs AND yours.)
Outsourced bookkeeping can be provided as well.
Billed Monthly, in advance. You will not be tied into a contract so you can stop services at any time.
Full Service Business Help
Ready to profitably scale your business, maximize your cash flows, and minimize your taxes?
Our services are designed from the ground up for businesses and contractors who want to grow a profitable business with the help of an expert in financial strategy.
You will have your Financial Reports looked over, and be advised upon. You will have access to cashflow forecasts to make sure your cashflow will sustain your business.
You will receive budgets and projections that can cover your entire business, or individual departments and projects. You’ll have confidence to make the right decisions with your finances, taxes, job quotes, and other large decisions in the business.
The meat and potatoes of our services is our regular CFO meetings. Where we show you the most important items from your financial data so that you know what your business should be focusing on next. We believe that you don’t need (or want) to be bored with all the tiny details.
That’s what you hired us for.
You’ll be provided unlimited communication access to make sure you are never left without help.
Billed Monthly, in advance. You will not be tied into a contract so you can stop services at any time.
“Advice On-Demand”
Get help on specific issues or ask questions about your business.
You may not need help with ongoing management of your finances or business operations, but need an advocate at times to help you with something beyond your expertise. Save time solving those issues fast with expert advice.
Get straightforward advice when you need it and know you’re making the best decisions in your business everyday.
Straightforward Business Services for Hard-Working Owners and Contractors.
Whether you’re a one-man operation or manage a team, we’ll help create a plan for your business, while you focus on doing great work.
Help for Small Businesses and Contractors
Get help to keep your business running smoothly
Help with organizing all the complicated, behind-the-scenes parts of running your business.
You will get help with cleaning up your accounting processes so that your financials will be come significantly more useful.
Regular check-ins to keep up with what is happening in your business and to be able to help with timely advice. So you know what you need in order to keep running efficiently.
Advice for taxes, business entity selection, investments, & cash that you don’t know what to do with. (invest it or use it back in the business?)
We will also help work with your CPA to get them the necessary info and help answer questions (theirs AND yours.)
Outsourced bookkeeping can be provided as well.
Billed Monthly, in advance. You will not be tied into a contract so you can stop services at any time.
Full Service Business Help
Ready to profitably scale your business, maximize your cash flows, and minimize your taxes?
Our services are designed from the ground up for businesses and contractors who want to grow a profitable business with the help of an expert in financial strategy.
You will have your Financial Reports looked over, and be advised upon. You will have access to cashflow forecasts to make sure your cashflow will sustain your business.
You will receive budgets and projections that can cover your entire business, or individual departments and projects. You’ll have confidence to make the right decisions with your finances, taxes, job quotes, and other large decisions in the business.
The meat and potatoes of our services is our regular CFO meetings. Where we show you the most important items from your financial data so that you know what your business should be focusing on next. We believe that you don’t need (or want) to be bored with all the tiny details.
That’s what you hired us for.
You’ll be provided unlimited communication access to make sure you are never left without help.
Billed Monthly, in advance. You will not be tied into a contract so you can stop services at any time.
“Advice On-Demand”
Get help on specific issues or ask questions about your business.
You may not need help with ongoing management of your finances or business operations, but need an advocate at times to help you with something beyond your expertise. Save time solving those issues fast with expert advice.
Get straightforward advice when you need it and know you’re making the best decisions in your business everyday.
I get it –
Being your own boss means making all the business decisions, many of which can be confusing and complicated.
You’re no stranger to hard work. You do what you do because you’re good at it and willing to do it. But nobody told you that being your own boss meant learning how to juggle so many parts of your business – without dropping the ball…or several.
I know how you feel.
Both my parents were master plumbers and had plenty of expert knowledge about their trade, but even they struggled to understand, much less manage, the necessary details of keeping the business going day in and day out.
Taxes, expenses, income, business structure, bookkeeping, legal stuff – you didn’t invest years of your life to learn these things, but you’re the one responsible for making sure the right decisions are made.
I‘d like to help.
Let’s offload the daily stress of keeping up with your business finances and get back to doing the work you love.
The Path to Financial Success:
1. Schedule a Consultation
Let’s talk about your business, where you need help, and what it would look like to work together.
2. Get a Straightforward Plan
Let Forthright advise you on business financials and manage the complicated details behind the scenes.
3. Run your Business with Confidence
Run your business knowing all the important details behind the scenes are handled and you have a clear view of where your business is headed.
The Path to Financial Success:
1. Schedule a Consultation
Let’s talk about your business, where you need help, and what it would look like to work together.
2. Get a Straightforward Plan
Let Forthright advise you on business financials and manage the complicated details behind the scenes
3. Run your Business with Confidence
Run your business knowing all the important details behind the scenes are handled and you have a clear view of where your business is headed.
Travis McCullough, CFP®, MST
Founder
Focus on the work you love.
I’m Travis McCullough, founder of Forthright Financial Services.
As a business owner, or contractor, you’re the boss of your business. A business with money coming in and going out, taxes to pay, payroll to manage – and that’s just the business side of your financials. (We didn’t even mention your personal financials.)
There are also all the operations: the business structure, hiring, legal, etc. It all adds up, but you’re still left with the same number of hours in the day. There is work to be done, and you can’t afford to lose time and money trying to simply understand, let alone manage, all the technical business pieces.
That’s why you need someone on your side who can simplify all the complicated stuff and help you make the best decisions everyday. Every hard-earned dollar and irreplaceable minute of your time deserves it.
With our Business Services, you’ll get:
● Simple, straightforward business strategy that you understand
● Cashflow Forecasts
● Budgets & Projections
● A Business Advisor to help connect the dots between what you want to accomplish in the business, and what next steps you should prioritize.
● Expert financial management designed for YOU
● Fast answers to the complicated questions that come up in your business
And much, much more.
Schedule a call and get honest, straightforward business services built just for hard-working business owners like you.
Travis McCullough, CFP®, MST
Founder
Focus on the work you love.
I’m Travis McCullough, founder of Forthright Financial Services.
As a business owner, or contractor, you’re the boss of your business. A business with money coming in and going out, taxes to pay, payroll to manage – and that’s just the business side of your financials. (We didn’t even mention your personal financials.)
There are also all the operations: the business structure, hiring, legal, etc. It all adds up, but you’re still left with the same number of hours in the day. There is work to be done, and you can’t afford to lose time and money trying to simply understand, let alone manage, all the technical business pieces.
That’s why you need someone on your side who can simplify all the complicated stuff and help you make the best decisions everyday. Every hard-earned dollar and irreplaceable minute of your time deserves it.
With our Business Services, you’ll get:
● Simple, straightforward business strategy that you understand
● Cashflow Forecasts
● Budgets & Projections
● A Business Advisor to help connect the dots between what you want to accomplish in the business, and what next steps you should prioritize.
● Expert financial management designed for YOU
● Fast answers to the complicated questions that come up in your business
And much, much more.
Schedule a call and get honest, straightforward business services built just for hard-working business owners like you.
Cash Flow Forecasting Mini-Course and Template.
FREE ACCESS - LIMITED TIME ($149 Value!)
Mastering Cash Flow Forecasting: Comprehensive Guide for Business Owners
Start tracking your cashflow today with this simple to use template!
Included is the link to copy and download the spreadsheet template so you can get your forecast up and running ASAP.
Additionally there is a short tutorial that you can watch to get you more comfortable with using the template and to help with some thoughts around cash flow forecasting. This can be ESPECIALLY important if you are easily dismayed when your forecast is not PERFECT on the first go!
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Forthright Financial Services (“FFS”) is a registered investment advisor offering advisory services in the State[s] of Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
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