Phone: 781-326-3822
Know a Business Owner Who Deserves More Profit and Less Stress?
Help them take their Next Step. Refer them to a Strategic CFO who can show them a clear return on investment—before they ever invest a dollar.
Who Should You Refer?
The business owners who benefit most from working with Next Step CFO typically share these characteristics:
Revenue between $500K and $5M
Feeling stuck on a revenue plateau (flat growth for 2-3 years)
Working too many hours without seeing proportional profits
Experiencing cash flow anxiety or inconsistent profitability
In the trades (contractors, electricians, plumbers, painters) or service businesses
Wanting to eventually sell or step back from daily operations—but without a plan
Open to change but unsure where to start
Think of a business owner who says things like:
"I'm working harder than ever but not getting ahead."
"I know my numbers aren't where they should be, but I don't know what to fix."
"I want to grow, but I feel like I'm on a hamster wheel."
What Makes Next Step CFO Different
We help business owners implement—not just learn—financial and business strategies their competition isn't doing.
Most fractional CFOs only crunch numbers. We combine CFO expertise with strategic implementation, giving business owners both the financial clarity and the action plan to grow.
Our Services Include:
Fractional CFO Services
Solving cash flow problems
Business and cash flow forecasting
Identifying critical metrics that drive success
Strategic Implementation
We guide business owners through 22 proven strategies—with accountability, step-by-step execution, and measurable results. Strategies include:
Position of Market Dominance
Pricing Optimization
Database Reactivation Campaigns
Referral Strategy & Campaigns
Cost Reduction & Efficiency
And 17 more...
Key Differentiator: We can show a prospect a clear Return on Investment attached to working with us BEFORE they hire us.
Real Results for Real Business Owners
Case Study 1: Construction Company Turnaround
A contractor losing $250,000 annually became profitable within one year and successfully sold the business—after implementing strategies their competition wasn't doing.
Case Study 2: Retail Cash Flow Transformation
A retail music company went from negative $100,000 cash flow to positive $100,000 in just 9 months through a customized business and cash flow forecast with inventory management.
Case Study 3: Manufacturing Exit Success
A manufacturing company losing $500,000 in 2020 was making $100,000 per month in profit by the
end of 2022—and sold the company for
$6 million in early 2023.
Case Study 4: From Zero to $123 Million Exit
A commercial electronics company out of
Denmark started with zero sales. Over 9 years of strategic guidance, they grew and
sold for $123 million.
What Business Owners Say
Michael came up with a step by step plan to save my company and helped me successfully execute each phase of the plan. Within two years we were out of debt and became more profitable than we have been in our 32-year history. Michael literally saved me from going out of business.
I know what to do when it comes to the electrical side of my business and with Michael's help I now know what to do when it comes to the business side. He is great for someone who is in the trades that went to school for their trade but not to run a business.
The best way to describe what Michael does for the small business owner is to give that person peace of mind and confidence to make sound business decisions. Without a good foundation, good numbers and good advice, one cannot function effectively in the business world.
Anyone can crunch numbers and present spreadsheets but Michael is truly more than a CFO. He's a pro who can go deeper and advise on more than financials. He's been there as a business owner and totally relates to the challenges and potential of a growing business.
Submit Your Referral
What Happens After You Refer Someone?
We take referrals seriously because they represent your trust in us. Here's what your referral can expect:
A personal, no-pressure phone call to introduce ourselves
A complimentary business assessment to identify opportunities
A clear demonstration of ROI before any investment is made
Absolutely no obligation—if it's not a fit, no hard feelings
We promise to treat your referral with the same respect and care we would treat you.
© 2025 Next Step CFO. All Rights Reserved
6 Roundhouse Road Bourne MA 02532
Next Step CFO
Michael Barbarita, Founder
Phone: 781-326-3822
Email: [email protected]
Website: www.nextstepcfo.com