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Refer with Confidence: When to Connect Clients to Finance Fight Club
Help your clients achieve financial clarity and strategic guidance when they need it most. Finance Fight Club provides specialized CFO support for small business owners at crucial financial inflection points.
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Who We Are
Specialized CFO Support
We're not a traditional financial services firm, but a specialized CFO support team for small business owners seeking financial clarity and strategic guidance.
Demystifying Finance
Our role is to demystify finance, provide accountability, and help business owners make better decisions about money.
Engineering Clarity
We engineer financial clarity for the next chapter of your client's business journey, providing practical tools to grow with confidence.
Support for sellers and buyers
Bookkeeping clean-up, clear financial statements for lenders, understanding disorganized financials for a potential buyer
When to Refer: What to Listen For
Listen for moments of financial uncertainty or transition. These are often inflection points that demand more than basic bookkeeping or tax advice—they require strategic financial guidance.
"I'm not sure if my business is actually profitable."
Business owners who can't clearly see their financial health
"I feel like I'm working harder but not making more money."
Entrepreneurs struggling with cash flow or profitability
"My bookkeeper and CPA are great, but they don't help me plan for the future."
Clients needing forward-looking financial strategy
"I don't know if I'm paying myself enough—or too much."
Business owners uncertain about appropriate compensation
"I want to sell my business someday, but I'm not sure how to build value."
Owners thinking about exit planning (even years ahead)
"I'm considering buying a business but don't know what to look for."
Potential business buyers needing due diligence support
"I feel overwhelmed looking at my financial statements."
Those seeking financial confidence and clarity
These moments reflect financial uncertainty—where we shine.
What to Say: Language That Works
For Financial Clarity
"You're at a stage where you need more than just bookkeeping and tax advice—you need strategic financial guidance. I know a team that specializes in helping business owners like you gain financial clarity and confidence. They're called Finance Fight Club. Their whole approach is built for business owners who want to understand their numbers and make better decisions."
For Business Growth
"Finance Fight Club isn't just about tracking numbers—they're about growing your business. They help business owners understand their financials, optimize cash flow, and build sustainable profits. They offer both membership options and one-on-one CFO support depending on what you need."
For Messing Financials Pre-Sale
"Bring your financial frustrations to Finance Fight Club and they'll break through what's standing in the way of your success! They help leaders tap their potential, improve their financial abilities, and strategically shift their perspective. Through their membership community and CFO services, they'll help you optimize your most vital resource—your money."
Why It Matters: The Finance Fight Club Difference
Financial Clarity
Transform complex financial concepts into actionable insights
Strategic Planning
Build budgets, forecasts, and cash flow plans that drive growth
Accountability
Regular check-ins to ensure financial goals stay on track
Practical Tools
Simple templates and frameworks designed for business owners
We are financial guides, not just number crunchers. We help clients design financially healthy businesses, not just track transactions. We believe in making finance approachable and actionable—not overwhelming and theoretical.
How to Connect Them to Us
Make a Personal Introduction
"Connect your contact with Natalie Cook at Finance Fight Club. A brief chat can provide immediate financial clarity."
Direct to Our Website
Visit financefightclub.com to explore our approach and services.
Share Our Resources
Access helpful tools like our Financial Accountability Checklist and blog posts on Cash Management at financefightclub.com/freebies.
Share our blog

Finance Fight Club

Unlocking Next-Level Finance Strategies: Expert Advice for Small Businesses — Finance Fight Club

Explore actionable finance insights tailored for small businesses and owners that want more control over thier finances. Gain expert advice beyond basic accounting, empowering you to elevate your financial strategies and propel your business to the next level. Discover how to optimize cash flow, man

Email Template
"I noticed you're facing some financial challenges in your business. Our partners at Finance Fight Club offer financial guidance that will help you:
✓ Gain clarity on your business finances
✓ Make confident decisions about money
✓ Build sustainable profits
✓ Pay yourself appropriately
✓ Plan for future growth
✓ Prepare your business for eventual sale
You can learn more here: financefightclub.com
And book a consult with Natalie, the owner, here: https://calendly.com/financefightclub/20
Make it personal and warm. You don't need to sell our services—only recognize when someone needs financial clarity and connect them with our team.
Final Thought: The Lead Domino

Identify
Notice financial complexity or business crossroads
Connect
Make a warm introduction to our team
Clarify
Help understand financial options
Transform
Step into financial confidence
You're not just making a referral—you're helping someone build a financially healthy business. Refer with confidence knowing you're connecting them to specialized support when they need it most.
Who Would I Like to Meet?
Leaders Navigating Change
Business owners facing financial transitions who need clarity during pivotal moments.
Growth-Focused Organizations
Companies ready to scale but needing financial strategy to support their expansion.
Exit-Planning Entrepreneurs
Business owners preparing for eventual sale, whether months or years away.
Decision-Makers Seeking Clarity
Executives committed to financial excellence who want actionable guidance.
Additional Resources & Connections
Connect With Us
Visit our website to explore our approach.
Email Natalie Cook or connect on LinkedIn.
Our Services
  • Fractional CFO services
  • Community membership support starting at $70/month
  • Due diligence for business buyers
  • Bookkeeping clean-up
  • Financial statement preparation
Trusted Partners
  • Business Brokers
  • M&A Advisors
  • Transaction Lawyers
  • CPAs
  • Bookkeepers
We collaborate closely with these professionals for comprehensive client support.
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