The
Holistic & Efficient
Maui CFO

Part-time, virtual CFO services for companies dealing with large data wanting to improve processes through the use of AI, data analytics, and efficiency to increase profits.

What Will Maui CFO do for you?

Help you measure and plan so you can manage

Want to hire a new employee? Can you afford to bring on a new service like Maui CFO? Can you get financing for new assets and growth plans? The answer is a big, fat “I don’t know” unless your books are clean, and being measured on a regular basis. Bookkeepers, accountants, and CPA’s won’t help you with the future.

Provide high level financial and Marketing analysis for a fraction of the cost

Small businesses can’t afford a full time CFO or CMO, but they can’t afford not to have them either. Keep your costs low while cherry picking the necessities of high level financial analysis and forecasting. Go with the premium package and gain access to a Fractional Marketing Strategist to really get ahead.

Improve work life balance for your entire team

Don’t worry, we’ll get to increased profits, but first let’s use advanced financial modeling techniques and process efficiency to save time. Data mastery is essential to automating many of your accounting processes. Close your eyes and imagine days without urgency and being able to go home on time…or early!

A Personal Note…

Scott Rodriguez

[email protected]

Aloha!

Thank you for visiting Maui CFO.

I came to Maui specifically to continue growing and to help the surrounding community.

The Financial Statements are the foundation of a company, but I believe a successful business goes beyond the numbers – you need a holistic approach that cares about values and your team. Implementing process efficiencies provides employees time to level up, cross train, and have a better work/life balance. With the right leadership, employees become long-time, loyal assets that truly embody the brand. Once that brand is established, Marketing and Strategy will have no problems making your product/services stand out from your competition. 

Everything is interconnected, and people will pay to be a part of your brand.

My goal is to make your entire team better while you achieve your goals.

Maui CFO Service is designed to help your company, and the community, succeed, which is why there is a 30-day, 100% money back guarantee. If at any point in our relationship you do not think your company is receiving value, I will refund your past 30 days.

 

Mahalo!

Scott

Schedule a complimentary consultation.

What drives you? How can we make things better for your team and community? Let’s align your business goals with your personal ones so you can feel that everyday is a step closer towards your future.

Testimonials

Packages

Additional Projects and Services:

(Ad-hoc pricing TBD after discovery)

Clean up of books Process Improvement
Custom Financial Modeling Industry Benchmarking (monthly)
EOS Implementing Assistance Excel and Data Analytics Training
SOP Training and Assistance Fractional CMO

 

Frequently Asked Questions

What is a Fractional CFO?

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A Fractional CFO is a part time CFO that analyzes and interprets the data your accounting team puts together in order to assist in better decision making for executives. This allows a company to save money on hefty salaries and benefits while gaining the expertise of an experienced Finance professional.

Is a Fractional CFO right for our company?

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It depends on the company, but it’s definitely an option a business owner can’t ignore!

Bookkeeping might cost a company $500 – $1500 a month. A Fractional CFO might charge $1,500 – $2,500 for basic packages. This would result in high-level Finance guidance for $24,000 – $48,000 per year. That is awesome value!

A single Staff Accountant can also provide dependable work for a medium salary. If you find a great Fractional CFO, you can have high-level accounting and finance knowledge for the cost of an average Senior Accountant.

Also, the CFO skillset is geared towards learning, progress and growth. If your company is not in growth mode, then a Fractional CFO is probably not the best option for you.

Why Maui CFO? Why not another Fractional CFO?

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We go beyond the financials, focusing on holistic growth and a values-driven culture. Our approach spans from EOS principles to Rev Ops, setting us apart from traditional Fractional CFOs.

Also, one of our biggest strengths is having an experienced marketing strategist with a global competitive intelligence minset helping to provide a competitive advantage for clients, and their clients. Imagine a fractional CMO helping you AND your niche level up.

 

I already have a Bookkeeper and CPA, why do I need a Fractional CFO? Isn’t that overkill?

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Great question!

Bookkeepers and Accountants are responsible for putting revenue and expenses in the correct accounts and making sure debits and credits net out.

Those are essential, but that just gets you to the starting line. That’s where the real race begins!

If something can’t be measured, it can’t be managed. If you’re not analyzing your company’s Finances, and matching them to personal and business goals, how do you know what decisions to make? Who is going to hold you responsible when sticking to a budget?

Bookkeepers and Accountants will not provide the necessary analysis, encouragement, and pushback for you to achieve your dreams.

Do you have a niche?

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I have expertise in IT Managed Service Providers and construction accounting. As I build experience, I am open to taking on different industries, but it’s natural to specialize as soon as possible in order to maximize on efficiency.

That said, I love Maui, and came here to make a difference. Things are different here, so if I am to help the most, I will be looking at a horizontal market, not a vertical one. I’m still figuring that part out.

Accounting is pretty vast, but fundamentally the same everywhere. Each new industry presents new challenges and learning curves. My most valuable skillset is understanding data analytics and working with big data as it is collected and flows through the accounting system.

Do you have a CPA License?

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No; however, I do have a Master’s degree in accounting. A Master’s degree and CPA are two very different skillsets. A CPA is a very specialized technical degree, and the Master’s degree is a very holistic way of looking at a business and solving financial problems.

What is the deal with the Fractional CMO in the "All the Things" package?

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I have partnered with Jillyn Dillon of Technology Aloha who holds an MBA in Marketing and Finance along with nearly 20 years of experience in competitive intelligence and strategic digital marketing.

I will take care of the finances, but you still need a marketing strategist running the show if you want to make waves. One meeting with her, and you’ll know she’s the real deal.

Hawaii is different. Traditional marketing and business strategy do not work here.

We will define your goals and budget, and get out of her way!

Do you provide bookkeeping services?

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Not at this time.

Finance and strategy is all-encompasing, forward-looking and a completely different skillset than accounting and bookkeeping.

I can provide referrals to established bookkeepers and will work with them on a consistent basis to provide clear guidance for the future of your company.

 

Is there anything you don’t do?

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Tax. There are things I do not have much experience with such as advanced treasury or Mergers and Acquisition, but I will absolutely dive into understanding all areas of your business as situations arise in order to make the biggest impact. 

Tax is a very specialized skillset. I have firms I work with, but again, “let the experts be experts!”

Why are your prices so high?

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lol – are they? 😊

These services and techniques are time saving, critical thinking, leadership and relationship skills that we will work on over time. They are transformative in nature and have taken decades to cultivate. Maui CFO is also on the front end of AI and finance due to our expertise in financial modeling and data analytics. Over time, this service will provide financial growth that far exceeds the monthly expense.

It takes a lot of confidence to push back on executives and hold them accountable to their goals. Those lessons didn’t come cheap! 😊

Time is the one thing money can’t buy, and my services give you back your time.

What if I want the basic Finance package and only a few pieces of the other package?

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It’s like Mr. Miyagi said, “Walk on road. Walk right side, safe. Walk left side, safe. Walk middle, sooner or later, get squish, just like grape.”

A holistic approach means everything works together to achieve the best results.

We can split out some things, but know that complete business success requires total buy-in.

Can I change packages whenever I want?

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Once you commit to “All the Things,” there is no going back for a minimum of 3 months, depending on the scope. There’s a lot of work for both of us that go into this path. If your business commits to excellence, you cannot tap out when the going gets tough!

The goal of my work is to not only provide CFO level services, but to also teach your team these skills so they can eventually take over some things. This is absolutely not what a normal Fractional CFO wants to do.

Is your 30 day money back guarantee for real?

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Yes.

I am here to help you and your company grow and meet their goals. This is not a risk, and should not be viewed as a risk. You can cancel at any time, and receive that month’s invoiced amount credited back to your account. This also keeps me incentivized to keep providing high level service!

What are your payment terms?

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Due upon receipt and only electronic payments.

Are there any extra or hidden fees?

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There is an onboarding fee equal to the first month of service. This is due to the immense amount of research and work involved in setting up new processes.

Why do you have goldfish as your logo?

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The Koi fish represent many things – wealth and prosperity, love and compassion, negative and positive. They are the yin and the yang – complete balance.

Harmony is the perfect metaphor for business success!