Together, we share interest in the prosperity of your business and finances.

No matter what business model, industry, or size, we are here to assist you.

Trusted insights

Our financial experts focus on your businesses needs and goals so you can focus on what's most important. We are your executive team that can create consistency, clarity and identify progress.

Strategic advice

Shared Prosperity Financial devotes time and effort to helping clients maximize cash flow, minimize taxes, and accumulate wealth.

Practical tools

We provide the analytical tools to streamline your growth plans. By identifying the key performance indicators, we help measure and monitor your goals, bring clarity, and empower owners to make informed business decisions.

Why do I need to outsource a Chief Financial Officer

When it comes to running any organization, whether for-profit or nonprofit, proper financial management is critical. One of the most important decisions you’ll make is if and when to hire a Chief Financial Officer. A CFO guides the organization by analyzing historical financial data, planning future financial results, and implementing policies and procedures to achieve the desired results. While many organizations may not be ready for a full-time CFO, they may significantly benefit from hiring an outsourced CFO.

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What is a business plan?

A business plan is a comprehensive road map for your small business’s growth and development. It communicates who you are, what you plan to do, and how you plan to do it. It also helps you attract talent and investors.

But remember that a business idea or business concept is NOT a plan.

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Our Happy Clients

CLIENT STORIES

Featured Client
Success Story

“You're brilliant and well worth the money. I should have hired you two years ago. We will definitely work together again very soon.”

“Best decision we ever made. They really make discussions about finances very easy to follow and understand. Now, we are much more in touch with how our business is doing.”

“Very professional, knowledgeable, and excellent customer service. Thanks to SPF, I can focus on the part of my business that I LOVE doing while having a complete understanding of the part of my business that I DRED doing.1”

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