Ken Portnoy

WHY THE PROFIT PLANNER?

Profit First is foundational to our service. Cash is life. Cash flow management is critical. But, that is just where we start. We are generalists in an age of specialization, looking out for your overall business and personal financial wellbeing, coaching improvement, coordinating and collaborating with the subject matter experts who support our clients. Our best clients are young operating businesses, founded by ambitious experts who are challenged by the construction of a well-managed, growing and thriving business. We help them build it right, for stability and growth, to benefit themselves, their families, all their constituencies: employees, clients, vendors, and communities.

CLIENT SERVICES

Fractional CFO Services for Business and Life, Oversight and Guidance for everything that touches our clients financially.