Scaling Your Business:

On purpose, not by accident

If your business is growing but feels more complicated than ever, you’re not alone. Scaling brings new challenges—but with the right strategy, you can build a profitable, sustainable business with purpose and control.

Are you...?

Struggling to manage growth beyond 1-5 employees?
Feeling like your business is getting out of control?
Hitting revenue milestones but experiencing more complexity and stress?

Growing pains won’t fix themselves.
You need a structured, financial-driven approach to scaling
that helps you build a business that runs efficiently and grows in value.

We can help you scale – On Purpose

We can help you

scale – On Purpose

We provide a CFO-driven methodology to transform your business by:

Closing the
Profit Gap
Compare your performance to industry benchmarks & optimize financial strategy.
Creating
a Scalable
Financial Plan
Turn growth goals into a numbers-backed roadmap.
Implementing Accountability Systems
Track performance with KPIs and financial controls.
Improving
Cash Flow & Profitability
Identify hidden risks and opportunities to strengthen financial stability.
Leading
Execution
with Coaching
& Support
Bi-weekly coaching, financial reviews, and ongoing strategy adjustments.
What we do

Run your business

with a CFO Mindset

It’s a community and methodology for business owners who want to scale smarter.

Online Courses
& Training

Group
Coaching

CFO Mindset Operating System

Exit Strategy
Planning

CFO Mindset - Free Assessments

CFO Mindset -

Free Assessments

Gain Clarity & Take Control of Your Business Future

Are you and your business truly ready to scale? Where does your company
stand in terms of financial health, operational efficiency, and overall value?

Our assessments provide actionable insights to help you
make informed decisions and accelerate your business growth.

Freedom Score

Freedom Score is a 10-minute, online questionnaire that evaluates your financial readiness to fund the next phase of your life after your business.
Learn more

PreScore™

PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online questionnaire that evaluates a business owner’s readiness to exit their company on a personal
Learn more

Value Builder Assessment

The Value Builder Score™, is an evaluation system driven by an algorithm that evaluates a business on the eight core value drivers acquirers from a buyers point of view.
Learn more

Take the first step toward a stronger, more valuable business.

Take the first step

toward a stronger,

more valuable business.

about us

About the Founder –

Gerri DeRubeis

With over 10 years of CFO experience, I specialize in helping business owners maximize value, optimize financial strategies, and scale their businesses strategically.

As a Certified Management Accountant (CMA) and Certified Exit Planning Advisor, I help companies build Best in Class operations that increase both profitability and sustainability.

Learn more
who we work with

Stay Ahead with CFO Mindset Insights –
Join Our Newsletter!

Scaling a business isn’t just about growth— it’s about growing smart. Get exclusive insights, CFO-level strategies, and actionable tips delivered straight to your inbox.

  • Expert Advice on Scaling & Profitability
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Sign Up for the Newsletter and start
scaling with purpose!

contact us
Experience
the Evolution
of Your Business

It’s a community and methodology for business owners who want to scale smarter.

Book a Discovery Meeting

words talk, numbers scream.
Get in touch
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