Small Businesses

We offer CFO services to law firms, marketing firms, construction companies, and other small businesses. As a part of the team, we provide financial awareness, clarity, and strategic advice so you can focus on what you do best: serving your clients.

Maven Helps Small Businesses

Create a budget geared toward long term vision

Understand the factors that drive revenue

Set financial goals and track KPIs

Implement a financial strategy and plan

Track and understand cash flow

Compare financial performance to industry benchmarks

Small business clients

How It Works

With Maven, understanding your financials is simple, stress-free, and transformative for your practice. We offer all the benefits of a CFO at an affordable monthly fee.

STEP 1

We Extract Your Financial Data

No matter your business, our team dives directly into your financial system to extract data about your revenue, profitability, and spending.

STEP 2

We Create a Scorecard

Your financial metrics tell a story, revealing why your business is performing the way it is. Each month, we compare and review the Key Performance Indicators that drove your business performance. Then, we strategize actions to take. Whether you’re looking to grow, perform consistently, or understand new opportunities, we give you the data to help you make confident, strategic business decisions.

STEP 3

Set Goals and Track KPIs

Understanding your financials will drive your business strategy. We provide financial awareness that allows for strategic business decisions like hiring, budgeting, or expansion. We track the Key Performance Indicators that are driving your revenue, so you can sustain business, expand it, or grow it.

STEP 4

Monthly Meetings to Track and Measure Progress

Our monthly meetings provide financial clarity, awareness, and long-term strategy. We review your financial scorecard, track your KPIs, and measure progress toward carrying out your business vision.

After practicing dentistry for many years, I really never had a good understanding of the financial parameters of my business. Wow, did that ever change! I now have a complete understanding of my business, my QuickBooks are always current, I am investing for retirement, I know my overhead and profitability, if my individual expense categories are within healthy ranges, and I’m feeling great about my business of dentistry again!

Russell Mann

Mann Family Dental in New Hampshire

Jessica and her team of financial experts can dive deep into the financial documents of your practice and develop a strategy for goals, budgeting and projecting the future of your success. She makes numbers dance and can take a lot of fear out of reading your financial documents. You will love working with her.

Susan Leckowicz

Dental Coaches

Maven FP Testimonial from Susan Leckowicz

They have been a fantastic resource to aid in forward thinking for our company's finances. We always came away saying "Why can't every meeting be like that?" They have personalized the role of "Budget Consultant", as we feel that they are mentors who care about our success. We now consider them more than consultants and mentors. We see them valued friends.

Deborah Manjoney, MD, FACS

Wisconsin Vein & Medispa

Maven FP Testimonial from Deborah Manjoyney

Working with Maven and Christin has given me tremendous financial clarity and saved me hours per week. They have increased my ability to set performance goals, helped me structure bonuses, and better understand my cash flow. Christin helped me strategically plan two commercial real estate purchases not only by setting production goals, but also connecting me with integral partners who helped close the deal at a much better rate. As a bonus, the team at Maven is friendly, easy to work with and very responsive. My efficiency and quality of life have skyrocketed since partnering with Maven.

Rachel Walker, MD

Plastic Surgery Center of Dallas

We have had the pleasure of working with Jessica Nunn for over half-a-dozen years. She represents many of our clients, and our firm. Her ability to explain complex accounting and use plain language for non-CPAs is amazing. She does a great job of detailing the financials goals of the organization and using score cards to track these goals. Her team is a must for any start-up, or midsize business. You cannot afford to run your business without her.

Michael S. Byrd, CEO and Bradford E Adatto, President

ByrdAdatto

Jessica and the Maven team have been fantastic. They took two wide-eyed first-time business owners, held our hands through all the financial aspects of our startup and beyond, and instilled in us the confidence and security to focus on running our agency and keep our clients happy. Their experience with small businesses like ours has been absolutely invaluable. Jessica and the Maven team have that rare combination of financial knowledge, experience, and patient Zoom-side manner that makes new business owners like us feel like we know what the heck we’re doing.

Chris Smith and Dave Kroencke

Plot Twist Creativity