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 strategic consultations with your dedicated CFO advisor who understands interior design. Ge expert guidance on financial decisions and maintain accountability for your business goals.
Cash Position Report
Clear visibility into your financial standing with visual dashboards showing cash flow. Make confident decisions based on actual data rather than intuition.
Financial Coaching
Gain financial knowledge specific to design businesses through customized training on understanding statements, pricing strategies, and profit optimization.
Software Setup & Integration
Streamline your systems with expert configuration of QuickBooks Online and integration with design software like Houzz Pro. Eliminate double-entry and reduce administrative time.
Gross Profit Margin Analysis
Understand true profitability with detailed breakdowns of costs versus revenue. Identify which services and clients generate the most profit for strategic growth.
Cash Flow Optimization
Maintain healthy cash reserves with customized forecasts specific to design project cycles. Avoid cash crunches and confidently make business investments.
Key Performance Indicators (KPIs)
Track metrics that matter with custom dashboards monitoring revenue per square foot, average project value, and client acquisition costs.
Project Profitability Analysis
Calculate margins per client, project, or service type with analysis of time investment, material costs, and revenue for each component.
Pricing and Cost Analysis
Making sure your pricing strategy supports both creative vision and financial goals with comprehensive reviews of pricing structure and markup strategies.
Industry Comparison and Benchmarks
Compare your design firm against industry standards with analysis of your metrics against data from hundreds of design firms.
How Our CFO Services Compare to Hiring a Full-Time CFO
Our CFO Services
- Fractional cost (starting at $1,500/month)
- Industry-specific expertise across hundreds of design firms
- Scalable services that grow with your business
- Access to a team of financial specialists
- No HR management or additional office space required
Full-Time CFO
- Full salary ($150,000-$250,000/year plus benefits)
- May lack specific interior design industry knowledge
- Fixed overhead regardless of business seasonality
- Limited to one person's expertise
- Requires management, benefits, and workspace
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.
Signs Your Interior Design Business Needs CFO Services
Not sure if your design firm is ready for CFO services? Consider these indicators:
- You're Working Harder But Not Seeing Higher Profits
You're booking more clients and projects, but your bank account doesn't reflect the increased workload. - Financial Decisions Feel Like Guesswork
You're making important business decisions based on intuition rather than solid financial data. - Cash Flow Is Unpredictable
You experience anxiety about meeting payroll or paying vendors despite having a full client roster. - Growth Has Stalled
Your business has reached a plateau and you're not sure how to scale to the next level. - You're Spending Too Much Time on Financial Tasks
Administrative financial work is taking away from your design time and client relationships - Tax Season Is Stressful
You scramble to organize your finances at tax time instead of having systems in place year-round.
If any of these resonate with you, CFO services could be the missing piece in your business strategy.
FREQUENTLY ASKED QUESTIONS
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