CFO SERVICES
Improve your interior design business with our experienced CFO services. We give you strategic financial advice so that you can make smart choices, make the most of your profits, and focus on what you do best: making spaces beautiful.
WHAT IS INCLUDED IN OUR CFO SERVICES
Our CFO services are unique to the needs of interior design businesses:
Advisory Calls
Regular consultations to guide your financial strategy
Cash Position Report
Clear insights into your current financial standing
Coaching
Learn and implement financial best practices specific to interior design
Profit Margin Analysis
Understand and improve your profitability
Profitability Analysis
Make sure your time investments yield optimal returns
Cash Flow Optimization
Regular consultations to guide your financial strategy
KPI's
Custom setup and tracking for your design
Margin Calculator
Calculate margins per customer, job, or job type
Pricing & Cost Analysis
Strategic guidance on pricing and sourcing
Comparison & Benchmarks
Compare your firm's performance and set growth targets
Patrick Tennant
“I have been with Logistis for Designers for almost 3 years now and they really have taken the pressure off of the financial stress of owning your own business! As a designer, most of my time is spent in design and the support of Logistis for Designers to remotely manage the money side of things has really allowed me to take on more projects and free up more of my time.”
WHY LOGISTIS IS YOUR IDEAL CFO SERVICES PARTNER
With over 5 years of experience serving 300+ interior designers, we bring unparalleled expertise to your business.
OUR CFO SERVICES PROCESS
We’ve streamlined our process to make sure you receive maximum value from our CFO services.
Say “Yes!”
(1 day)
- Sign your proposal through our billing software (Practice Ignition)
- Receive a welcome email introducing your Onboarding Specialist
- Kickoff the onboarding process
Complete Your Document Checklist
(1 week)
- Fill out our detailed questionnaire
- Gather necessary documentation
- Provide login access to your sales tax filing portal
Set Up & Team Up
(1-2 weeks)
- Connect with your dedicated team, including Sales Tax Specialist and Client Manager
- Sync project management software with QuickBooks Online
- Review setup and schedule regular check-ins
Audit, Clean-up, & Review
(2-6 weeks)
- Conduct a comprehensive audit of your books
- Perform necessary clean-up (5 hours included, additional time scoped separately if needed)
- Establish new best practices through cash-flow & profitability training
- Review year-to-date financials
Hand-Off
(1 week)
- Complete final approval process
- Transition from Onboarding Specialist to Client Manager
- Begin regular monthly CFO advisory services
- Set your interior design business on the path to financial success
GET IN TOUCH FOR CFO SERCVICES
THE BEST FINANCIAL TECHNOLOGY FOR DESIGNERS
At Logistis, we leverage industry-leading software to provide seamless financial management for your interior design business:
- QuickBooks Online: Streamlined bookkeeping and comprehensive financial reporting
- Gusto: Effortless payroll management and HR solutions
- Houzz Pro: Integrated project management and financial tracking
- Studio Designer: Specialized software for interior design project and financial management
- Ivy: Tailored project management and financial tools for interior designers and more…
Our tech-savvy approach makes sure that your financial data is always accurate, up-to-date, and easily accessible.
FREQUENTLY ASKED QUESTIONS
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