Services
Our Services
At Founders Forge, we offer a range of services designed to help you achieve financial independence. From personalized financial coaching to investment advice, from budgeting tools to community support, we have everything you need to embark on your FIRE journey. We help our clients target a FIRE number and construct subsequent action plans to achieve it. The FIRE (Financial Independence, Retire Early) movement is a lifestyle choice aimed at retiring earlier than the average retirement age of 67.The key to this is knowing your FIRE number, which is the total value of assets necessary to live on a passive income. This number can vary based on factors like expected retirement age, investment returns, and life expectancy. The FIRE number can be calculated using the formula: FIRE number = 25 x your annual expenses, based on the 4% rule from the Trinity Study.
Our Services
At Founders Forge, we offer a comprehensive suite of Fractional CFO services tailored to your unique business needs. Our Fractional CFOs provide a wide range of financial management and strategic planning services. These include cash flow projections and management, budgeting and forecasting, capital raising, financial reporting and analysis, risk management and compliance, cost management, and technology and automation. These services are summarized in detail below:
1. Review of Financial Statements
We provide an in-depth analysis of your financial statements, identifying opportunities for growth and potential risks.
2.Financial Modeling and Scenario Analysis
Our team creates robust financial models to help you make informed business decisions. We also conduct scenario analyses to prepare your business for different market conditions.
3. Cash Flow Projections
We help you manage your cash flow effectively, ensuring your business has the necessary funds to operate smoothly.
4.Budgeting and Forecasting (FP & A)
Our team assists you in setting realistic budgets and forecasts, helping you plan for the future with confidence.
5. Key Performance Indicators (KPIs):
We identify and track the KPIs that matter most to your business, providing you with valuable insights into your business performance.
6.We guide you in developing effective strategies for raising capital, whether through debt or equity.ough debt or equity.
We guide you in developing effective strategies for raising capital, whether through debt or equity.
7.Cost Optimization
Our team helps you identify areas where costs can be reduced without compromising on quality or service
8.Tax optimization Strategies
Implementing effective strategies at both federal state level.
9.Review of Products, Services, Markets, and Customer Segments
We provide a comprehensive review of your offerings and market segments, helping you identify opportunities for expansion and growth.
10. Review of Finance Infrastructure, Systems, and Processes
We assess your current financial infrastructure and recommend improvements to enhance efficiency and effectiveness.
11. Overseeing Due Diligence
Our team ensures thorough due diligence is carried out during business transactions, protecting your interests.
12. Oversight over Client’s Accounting Team
We provide guidance and support to your accounting team, helping them perform at their best.
13. Risk Management and Compliance
We help your business stay compliant with federal and state tax laws and regulations, reducing the risk of penalties and fines.
Our Coaching Programs
Founders Forge offers a range of comprehensive coaching programs tailored to meet the unique needs and goals of aspiring entrepreneurs. Whether you are just starting your entrepreneurial journey or looking to take your existing business to new heights, our programs provide the guidance and support you need to succeed.
1. Entrepreneurship Foundations:
This program is designed for individuals who are new to entrepreneurship. We cover the fundamental principles of starting and running a business, including market research, business planning, marketing strategies, and financial management.
2. Business Growth Accelerator:
For established entrepreneurs looking to scale their businesses, this program focuses on strategies for growth, expansion, and optimization. We cover topics such as team building, effective leadership, strategic partnerships, and financial forecasting.
3. Wealth Mastery:
This program is dedicated to helping individuals build wealth through smart financial planning and investment strategies. We cover topics such as asset allocation, risk management, retirement planning, and tax optimization.
4. Tax Planning Masterclass:
In this program, Frixmon Michael shares his expertise as a tax consultant, providing participants with practical insights and strategies to minimize their tax liabilities legally. We cover topics such as deductions, credits, tax-efficient investments, and proactive tax planning.
Questionnaire for coaching needs!
Here are a few questionnaire you can use to understand your needs before signing up for coaching :
1. What are your current business goals and objectives?
2. What specific challenges or obstacles are you facing in your business?
3. What areas of your business do you feel need improvement or development?
4. How would you describe your current leadership style and its effectiveness?
5. What are your strengths as a business owner or leader?
6. What areas do you feel you need to work on to enhance your leadership skills?
7. How do you handle stress and pressure in your business?
8. Are there any specific skills or knowledge gaps you would like to address through coaching?
9. How do you currently manage your time and prioritize tasks?
10. What is your communication style, and how effective do you feel it is in your business?
11. Are there any specific relationships or dynamics within your business that you would like to improve?
12. What are your expectations and desired outcomes from coaching?
13. How committed are you to making changes and taking action to achieve your business goals?
14. Are there any specific areas of personal development that you would like to focus on as it relates to your business?
15. How do you define success in your business, and what does it look like for you? Note:
Scheduling An Appointment
Write to us with your query and we shall get back