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All Large, Successful Companies Have a Highly Experienced, Highly Qualified and Highly Educated CFO…

Do You?


A CFO is the internal financial expert who makes sure you have enough money to run your business, makes sure you are making money, predicts trends that could impact profitability and oversees all company financial and accounting practices.


A CFO will implement the financial tools to improve your profitability, provide the expertise to improve your operational efficiency, calculate and present your key financial performance indicators to management and determine how to improve the health of your business.


In short, a CFO will tell you what you need to do to be sucessful in any market.


Your CPA Auditor and your CFO.


Many companies believe that their CPA is the same thing as a CFO.  However, your CPA cannot act as your CFO because they are ethically required to remain independent from certain functions in your business (think of what happened with Enron, WorldCom, etc...). The AICPA rules limit your CPA from telling you everything you need to know about how to improve the profitability of your business.



MBS CFO services will tell you:


  • Will you have enough money to fund your production in 60 days?

  • Is the cash in the bank really yours?

  • Do you have enough money to “survive the winter”?

  • Is your ROI (Return on Investment) high enough?

  • Is your cost per loan and profit per loan in alignment?


If you don’t know the answers to these questions, your business could be in trouble and you might not even know it.


The MBS team of experienced professionals can work for you at a fraction of the cost compared to hiring a full-time CFO. 



We will calculate the key performance indicators for your business, explain what they mean and give you answers to improve your cash-flow and profitability. 


Every month, we’ll show you how to improve your results and help you achieve your financial goals. 

Money and Profit

  • Identify Financial Weakness

  • Enhance Profitability

  • Attract Capital - Forecast Profits

  • Teach Mortgage Accounting to CPAs

  • Measure Your Performance

  • Budget to get Results  



MBS Financial Services


The goal of MBS Financial Services is to improve the bottom-line results for our clients so they achieve sustainable profitability.


According to the Small Business Administration, 90% of small businesses fail within the first 3 to 5 years. This clock restarts when a business is restructured after transitioning from broker to banker.


The two main reasons businesses fail are due to poor planning and poor financial management. Unfortunately, businesses that fail do not know they are failing until it is too late. In order to survive, all they need to do is ask for help to rectify their planning and financial management deficiencies. This is exactly the help that MBS provides for our clients allowing them to attain good planning and good financial management.


MBS will develop a thorough knowledge of your business to enable us to offer informed ideas to improve the results and help you understand the essential performance metrics of your business environment.


We will create sophisticated but easy to use management tools custom-designed for your company based on sound management principals. We will also provide support to drive results by helping with strategic plan implementation and process improvement techniques.


MBS' services are provided in an ethical and honest fashion always from the perspective of what is best for our clients.


After you work with us, you will have specific performance targets, the correct systems in place to measure results and be well on your way to achieving predictable profitability.



MBS Financial Services can help you in the following areas:



  • MBS Financial Services is a monthly financial and operational review of your business designed to calculate the key performance indicators for your business, explain what they mean and give you answers to improve your cash-flow and profitability.

  • Capitalization Strategy – MBS has access to banks, investors and venture capital firms, and we know the secrets to get you money for your business. MBS can help you create a professional presentation to increase your probability of approval and decrease your cost of debt.

  • Growth Strategy – MBS consultants have hands-on practical experience building companies from inception and managing them through expansion and maturity. We can help plan and execute growth property to help you avoid the potential pitfalls of expanding your business.

  • Accounting Services – Some clients have requested that MBS perform accounting activities for them. This is an alternative that makes more and more sense for companies wishing to focus on their core business with the goal of possibly bringing the finance and accounting functions in-house when it becomes cost-effective to do so.

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