I’M TENA (HOAG) ELLEFSON &
THIS IS THE FRIENDLY CFO STORY

For more than two decades I’ve learned the secrets of running most facets of business, courtesy of my employers. I’ve created success for businesses as small as 10 employees — and others with more than 10,000. During this time I interacted with smart people all around the organization, and found many thinking of financial and human resource topics as a foreign language.

I’m here to translate these concepts into straight-forward and understandable actions that you can use to launch, sustain, or transform your business.

 OUR FOUR STEP APPROACH FOR SUCCESS

  • STEP 1 - FACT FINDING

    Diving deep into the practices, policies, and documents that make your business unique - ensuring clear understanding of your challenges BEFORE making recommendations.

    Profit and Loss Financial Statements
  • STEP 2 - creating the WORK PLAN

    Providing a written plan for the work that needs to be done, in terms that are easy for your business to understand.

    Creating budget office support
  • STEP 3 - IMPLEMENTATION

    Delivering implementation assistance, if desired - virtually or in person.

  • STEP 4 - ENSURING SUCCESS

    Checking in with you after the project to review successes and lessons learned.