MARCH 2026
“What gets measured, gets done,” according to Joe Doura, CFS Fractional CFO. “We were able to build one effective tool for use with all our CFS clients. The up-front investment was well worth it. In the budget planning meetings with our CFS general managers, we reviewed every line item, comparing the budget to the two-year history and forecasted growth. These meetings took about an hour. At the end, we had a very functional budget to import into QuickBooks, plus a high degree of shared understanding of the budget!”Assisting GMs of CFS clients on the development of the annual operating and capital budget is just one of *many* important services provided by CFS. To learn more about how CFS could be of value to you and your co-op, click the button below and schedule a presentation and conversation.
Clients’ Perspectives
Megan Fisher, GM for GreenTree Market
“I have clean and up-to-date books as well as vendor payments made on time from having a dedicated CFS team consistently reviewing my processes and financials. My co-op benefits by having the CFS team’s financial knowledge instead of relying on my own or the knowledge of a part-time staffer’s—which results in me having accurate and timely data to bring back to my management team and Board of Directors each month.
CFS has ultimately made my work as a General Manager easier by taking a few hats off my head. My CFS Accounts Payable contact keeps me on track week to week and at month-end by requesting missing documents before I even know they’re missing, while my CFS Accountant understands my co-op’s intricacies and suggests ways to improve and automate operations. [could be for Good Data In theme (AP and Accountant).”
CFS’s Key Performance Indicators (KPIs)
At CFS, we measure our own performance using KPIs.
We will share some of them with you monthly and feature our entire set once a year.
