What Is PlaymakerCFO™?
Most business owners have accountants who look backward and bookkeepers who track what happened last month. What they don’t have is a forward-looking financial strategist — someone who connects the dots between business performance, tax strategy, and long-term wealth. That’s where PlaymakerCFO™ comes in.
We act as your on-demand CFO, giving you the clarity, control, and confidence to grow profitably — without the overhead of hiring a full-time executive.
What Makes PlaymakerCFO™ Different?
Unlike traditional outsourced CFOs, PlaymakerCFO™ is built inside a wealth management framework. This means:
- Business + Personal Alignment – Every decision we model considers both your company’s growth and your family’s financial goals.
- Integrated Tax & Risk Strategy – We coordinate with your tax professionals and advisors, or bring in our Virtual Family Office, to reduce risks and optimize after-tax wealth.
- Scalable Solutions – Whether you’re a growing startup or a multi-million revenue firm, we tailor our engagement level to match your stage and needs.
We don’t just report the score — we help you design the plays.
What You Get With PlaymakerCFO™
Our deliverables are built to make your financial picture clear and actionable:
- Monthly or quarterly Financial Scorecards with KPIs and benchmarks.
- Cash Flow Forecasting Models (12–24 months forward-looking).
- Budget vs. Actual Variance Analysis with recommendations.
- Scenario Modeling (e.g., expansion, new hires, capital raise).
- Board- and Lender-Ready Reporting to support financing and growth.
Every report is designed to move from numbers → decisions → results.
Seamless Integration With Wealth & Tax
Most outsourced CFOs stop at your business P&L. We go further.
PlaymakerCFO™ ensures that your business strategy is never divorced from your personal wealth plan.
Because we operate under Amana Advisors, our CFO strategy connects to your:
- Tax planning
- Investment strategy
- Risk management
- Exit or succession planning
Every business dollar works harder when it’s aligned with your life goals.
Levels of Engagement
We recognize that not every business needs the same depth of involvement. That’s why we offer three tiers of service:
- PlaymakerCFO™ Lite
Monthly scorecards, KPI dashboards, cash flow forecasting, and strategic calls. - PlaymakerCFO™ Growth
Everything in Lite + detailed scenario modeling, budget variance reviews, vendor negotiations, and tax strategy integration. - PlaymakerCFO™ Enterprise
Fully embedded CFO partnership, board-level reporting, valuation and exit planning, and full Virtual Family Office integration.
Whether you’re scaling, stabilizing, or preparing for transition — PlaymakerCFO™ adapts to your stage of business.
Are you ready to stop playing defense with your finances and start running plays that win?
Let’s design your business gameplan.