Jonathon Blair

Free to Grow CFO

www.freetogrowcfo.com

Increase Profit and Cash Flow As You Scale. 

Outsourced CFO and Bookkeeping services for profit-focused DTC brands. 

Scaling a DTC brand is stressful. 

With messy books and no CFO on your team you run the risk of…

-Hiring too quickly 
-Buying too much inventory
-Scaling ad spend unprofitably
-Running out of cash

And that leads to stressful, sleepless nights. We don’t want that for you.

Free to Grow CFO has given dozens of DTC brands a plan for scaling alongside
healthy profit and cash flow. Our plan will work for you too


Fast, Insightful Reporting.  Proactive Strategic Advice.  From DTC Finance Experts.

-M&A
-Debt & Equity Funding
-Accurate Financials by the 15th
-Planning, Forecasting, Budgeting
-Financial Dashboards and KPI Tracking


All delivered through our proven, ready-to-implement “Free to Grow CFO Process”.

Founder | Fractional CFO

Luminous

Strategic Advisor

StoreHero

SureStop

SURESTOP (A Mark Cuban Company) is a patented brake technology which solves the problem of incorrect braking on bicycles and revolutionizes the experience of stopping on a bike. On a traditional bike, if a rider brakes too hard, or grabs the wrong brake lever at the wrong time, the front wheel can stop too soon, causing the bike to flip over. Not with SURESTOP. In addition to the safety advantage, SURESTOP also makes the experience of braking simple, requiring only one brake lever to control both brakes.

Learn more at:
www.surestop.bike

COO & CFO

Guardian Bikes

Guardian Bikes (A Mark Cuban Company) is a digitally native vertical brand focused on creating the world's safest kid's bikes, featuring our patented and award winning SureStop brake technology.

In addition to innovating the bicycle itself, Guardian has created the first truly seamless online bike buying experience. Our first of its kind online 3D sizing software (RideSizer), along with our 99% assembly and packaging methods, allow customers to receive the perfect sized bike to their door that's ready to ride in less than 10 minutes. www.guardianbikes.com

SureStop/Guardian Bike Company

SURESTOP (A Mark Cuban Company) is a patented brake technology which solves the problem of incorrect braking on bicycles and revolutionizes the experience of stopping on a bike. On a traditional bike, if a rider brakes too hard, or grabs the wrong brake lever at the wrong time, the front wheel can stop too soon, causing the bike to flip over. Not with SURESTOP. In addition to the safety advantage, SURESTOP also makes the experience of braking simple, requiring only one brake lever to control both brakes.

Learn more at:
www.surestop.bike

Guardian Bikes is a digitally native vertical brand focused on creating the world's safest kid's bikes, featuring our patented and award winning SureStop brake technology.

In addition to innovating the bicycle itself, Guardian has created the first truly seamless online bike buying experience. Our first of its kind online 3D sizing software (RideSizer), along with our 99% assembly and packaging methods, allow customers to receive the perfect sized bike to their door that's ready to ride in less than 10 minutes. www.guardianbikes.com

A Mark Cuban Company

Controller & Operations Director

RSS Manufacturing

Controller

Civil Solutions Incorporated

RSS Manufacturing/Phylrich

Accounting Manager

The Joseph Company International

DTC Brand Fractional CFO | Follower of Jesus | Husband | Father of 3 | Fractional CFO | Leadership, Strategy & Productivity Nerd

Formerly a founding team member, CFO, and COO for Guardian Bikes:
       -Shark Tank/Mark Cuban Company
       -High-growth DTC brand
       -Led business growth from $0 to 8-figure revenue in 4 years.  
       -Raised 8-figures in debt and equity capital 

Over a decade of experience working as a Controller, CFO, or COO at fast-growing companies with:
              -$5MM to $50MM in annual revenue
              -50% to 200% annual revenue growth

Founded Free to Grow CFO to:
       -Package hands-on experience leading growing brands
       -Help DTC brand founders increase profit and cash flow as they scale.

www.freetogrowcfo.com

www.freetogrowcfo.com

Fractional CFOs for High Growth Direct-to-Consumer Brands

Outsourced, part-time CFO services for high growth D2C brands, designed to help you scale your business with confidence.

You don't have to suffer through another sleepless night worrying about making difficult business decisions alone.  Hire a Free to Grow CFO and get the financial insights you need to make fast, effective business decisions with confidence.

Get access to the CFO you need to scale your business without the full-time salary:
-Strategic Planning
-Forecasting & Projections
-Cash Strategy & Fundraising
-Financial Statement Analysis

Jon Blair

Momentum Accounting, Inc.

Complete financial operating system for businesses $1M-$10M in revenue.

A typical accounting/finance department includes a bookkeeper, an accounts payable clerk, an accounts receivable clerk, a payroll specialist, a controller, and a CFO.

Small businesses need all of these functions, but on a smaller scale. 

Typically CEOs come to us when they’re exhausted from being pulled into the accounting function and they don’t feel like they have the information they need to make decisions to move the business forward. They don’t know how much cash they can take out or when they can hire their next employee. 

They have manual workflows that take up way too much time. 

They have a “one person” accounting department, which is either them or a bookkeeper they’ve outgrown.

They talk to their CPA once in a while for business advice, but their CPA is either too busy to respond because it’s busy season or they are out on vacation.

This is where Momentum fills the gaps. 

First, we remove the CEO completely from the accounting function giving him/her back time to grow their business. Then we provide actionable insights and vision into the future so the business can grow faster, and more confidently.

Founder & CEO

Cash Flow Show

Are you a 7 figure business owner frustrated with your financial operations? Check out Cash Flow Show Podcast, hosted by Nikole Mackenzie and Scott Scarano. Available on all major podcast platforms.

Co Host

Entrepreneurs'​ Organization

Member

ProVisors

ProVisors is an invitation-only network of the highest caliber professionals in the country. As a member of PV, I leverage strong relationships with CFOs, tax accountants, HR consultants, attorneys, insurance providers, financial advisors and other professionals to ensure my clients are covered in all aspects of their business. As trusted advisors to my clients, I take initiative when I see an opportunity for a client to benefit from the expertise of someone in my PV network. If you are looking for any type of professional service provider at any time, please feel free to reach out and I will be happy to connect you to the right person.

Gusto

Selected to be on Gusto’s advisory council. 

Think of the GPAC as your go-to panel of experts for product and service feedback, and industry knowledge.

GPAC is a group that challenges and champions the needs of our clients in deep partnership with the modern resources that bring that support to life.

Gusto Partner Advisory Council (GPAC) Member

Xero

One of 12 accountants in all of North America selected to advise Xero on strategy and product development.

Xero Partner Advisory Council (XPAC) Member - North America

Ronnie Lott

Managed the family's personal finances and multiple business entities. GO NINERS 🏈 

Eventually left this role to start Momentum Accounting.

Family Office CFO

DZH Phillips

I moved from the tax department to help launch the CFO Advisory department at DZH Phillips (now Squar Milner). This is where I fell in love with Xero and helping small businesses with their day to day operations!

Outsourced Accounting and CFO Advisory Supervisor

DZH Phillips LLP

Your typical CPA tax stuff. 

Income tax compliance and planning for S-Corps, Partnership, corporations and high net worth individuals

Senior Tax Accountant

I had a very well rounded experience at DZH Phillips (since acquired by Squar Milner...then Baker Tilly). I was fortunate enough to have a two-year rotation where I was part of both the TAX department and the AUDIT department. After 2 years, I chose to pursue tax 🤷🏼‍♀️

Staff Accountant

California Polytechnic State University-San Luis Obispo

Answered phones, emptied trash, delivered newspapers....

Student Assistant

Profit & Cash Flow Consultant for Service Businesses | CEO @ Momentum Accounting

If you are like many business owners, the last thing you want to think about is your bookkeeping, financial reporting, payroll, and financial ops. 😑 

Maybe you’ve asked your CPA firm to handle it but their team doesn’t really understand your business and can't help with things like technology recommendations or best practices around invoicing, bill pay, cash management and reporting key metrics. 🤨 

Maybe your office manager or spouse is handling the day-to-day but you can't seem to get a grasp on your true profitability or cash flow. 

Maybe you want to get a loan or sell your business, but you can't because your financials won't pass due diligence. 

Maybe you've had an in-house bookkeeper or controller for years, but they want to retire soon and you're stressed out about the transition. Or maybe they just ghosted you all together. 

Maybe the cost of your in-house accounting/finance department is too high (over 2% of revenue) and you want to cut costs as the company is downsizing or preparing to sell. 

Maybe you just haven’t found Momentum Accounting…

Momentum accounting helps business owners boost cash flow and increase profits by implementing modern integrated accounting solutions.

With Momentum, you’ll be supported by a team of business-savvy accountants who actually take the time to understand your business, benchmark key metrics, and help you discover what levers you can pull to improve your cash flow.

Get paid on time, measure your historical performance, and plan for the future. 

People focused. Technology-driven.  

About me:

I reside in the San Francisco Bay Area (Marin). My team and clients are located all across the US. In my free time, I like to play Aussie Rules Football, golf, and travel. Unfortunately, there are not enough hours in a day to meet with everyone on this platform, but I'd love it if you sent me a video introducing yourself!

Sign up for my personalized newsletter: https://resources.momentumaccounting.com/sign-up

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The Battle

Jon Blair

Nikole Mackenzie

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