Trusted Thought Partner
And Outsourced CFO
For Family Owned Business

Problem

Running a business is demanding. Between managing your team, developing products, and keeping customers happy, finances can easily become an overwhelming burden.Many growing companies lack the resources to hire a full-time CFO, yet still need expert guidance to make smart financial decisions.

Our focus

An outsourced CFO from Bloom Advisory Group provides you with a trusted financial partner who's onsite and sits with leadership teams every week. Bloom Advisory Group applies proven approaches to:- Streamline your finances: Get expert help with budgeting, forecasting, and cash flow management.
- Unlock Growth: Focus on strategic financial planning to fuel your business goals.
- Save Time & Money: Access high-level expertise at a fraction of the cost of a full-time CFO.
- Gain Peace of Mind: Benefit from experienced professionals who can navigate complex financial challenges and ensure compliance.

Our Services

  • Work with owner and team to improve cash flow

  • Support full range bookkeeping

  • Develop and support Dashboard Reporting

  • Bring period closings and reporting current

  • Verify and clarify gross margin from products and services

  • Migrate business systems

  • Work with external audit and tax professionals

  • Lead sell-side and buy-side diligence

  • Install systems for financial projections and rolling forecasts

  • Review customer and partner contractual relationships

Our Process

Ready to take your business to the next level?
Schedule a Free Consultation Today!

Why Us

Cost-EffectiveGet the financial expertise you need without breaking the bank.

Specialized ExpertiseBenefit from a wealth of industry experience and financial knowledge.

ScalableAdjust the level of support as your business grows.

Focus on Your Core BusinessFree up your time and resources to focus on what you do best.

Who we Are

Your Advisor Team

James Owens

Before founding Bloom Advisory Group in 2023, James leveraged his expertise to guide family-owned SMEs through successful exits. He empowered leadership teams by:

  • Optimizing Operations & Finance: Resetting and tracking key performance indicators (KPIs) to ensure financial health.

  • Strategic Communication: Producing clear and impactful business reviews for stakeholders.

  • Unlocking Growth: Implementing proven methodologies like Theory of Constraints (TOC) and Entrepreneurial Operating System (EOS) to drive efficiency and scalability.

Christopher Johnson

Christopher joined Bloom Advisory Group in 2024 bringing his advisory talents keenly focused on operational excellence, inclusive supplier relationships, expanding routes to market, and building enterprise value for family business.Christopher works with leadership teams to build alignment around Mission, Values, and Strategies / Goals.

our track record

Partnered with the founder of a $16 million manufacturer of patented surgical supplies to accomplish a successful exit.

  • Implemented a structured process to produce timely period closing and business reviews.

  • Retooled the supply chain.

  • Refined product cost structure and identified the improved contribution margin.

  • Converted cash-basis accounting to accrual-basis.

Eliminated Inventory Write-Offs for custom material handling manufacturer.

  • Client engaged Bloom Advisory Group to stabilize cost structure and eliminate large inventory adjustments that arose from a rushed ERP implementation without project milestones and controls to verify output.

  • Bloom Advisory Group led a structured cycle counting program to correct BOMs.

  • Adjusting how cost flows were captured coupled with the accurate BOM’s, inventory adjustments were eliminated and project approvals for customers were accurate.

Partnered with the founder of a food manufacturer with distribution through 150 company-owned stores to attract friendly capital for an aggressive geographic expansion.

  • We bought out franchisees to assimilate all DTC distribution.

  • We developed and implemented transfer pricing and developed and tracked operational KPIs at the individual store level.

© Bloomadvisories. All rights reserved.