You never know when you are about to meet your next client. I live in NewYork and my home is in walking distance from my office. On Tuesday last week I stopped into my favorite coffee shop on the walk to the office and I noticed a woman sitting alone at a corner table. Her laptop was open, papers were strewn about, and she looked kind of worried. I’m pretty gregarious so decided to introduce myself. "Rough morning?" I asked. "Is it that obvious?" she said. She told me her name was Jessica and invited me to sit with her. Then she shared that she owned a small design firm and was trying to decide if it was the right time to expand. She had come to the coffee shop to try and think because she couldn’t seem to focus on planning while also dealing with the day to day at her office. "I feel like I'm drowning in spreadsheets and second-guessing every decision,” She told me. I had to laugh. You’re not going to believe this I told her but I work with business owners on this exact problem. "Have you ever considered working with a CFO?" I asked her. Jessica said no she hadn’t. "I do have an accountant and he’s great she told me besides I thought CFO’s only work for big companies. " Here’s the thing, I told her, your accountant is great for helping clarify what has already happened in your business. Like how you got to the point you’re at today. A CFO is a person who can help you map out your next moves in terms of the numbers. You are trying to figure out when and how to expand, a good CFO is a strategic partner who can help you see your business in terms of the future numbers. We chatted for a while longer and then sat up a time to meet for a more in-depth conversation about how my team could help her make her decision. Not every client ( actually no other client ) has come to me via the coffee shop but a couple key things stuck with me from that meeting. First, keep your eyes open all the time because you never know when you are going to meet the next person you can help. And second, the courageous people who go out on their own and launch small businesses work very hard and usually feel very alone. The conversation with Jessica reinforced for me that our ability to offer such high level, expert financial support is indeed a valuable service.
C-Suite IMPACT
Business Consulting and Services
New York, NY 4,198 followers
Our C-Suite companies are here to guide you through to growth, performance, and succession.
About us
C-Suite IMPACT guides you to success throughout all stages of your business lifecycle. Growth: C-Suite IMPACT is here to help you speed the rate of growth, alleviate growth pains, raise capital required to grow, close skill gaps, and address the obstacles preventing your company from maximizing its growth rate. Performance: C-Suite IMPACT provides the knowledge, support, and tools you need to identify and address your company’s core issues—not the symptoms—to implement unbiased, goal-focused strategies that increase profitability and reduce headaches. Succession: C-Suite IMPACT develops and executes exit strategies, maximizes the selling price of your company, takes care of your staff during the transition, and ensures your legacy stays on after your exit. C-Suite IMPACT for All Areas of Your Business. We offer diverse viewpoints to make a bigger IMPACT. CFOs: C-Suite CFOs develops and implements the strategies that help you reach your business’s growth, performance, and financial goals. Business Intelligence: C-Suite BI collects and analyzes data to improve processes, increase profitability, aid in growth and performance, and help you make proactive decisions. Deal Makers: C-Suite Deal Makers helps you raise capital, find a strategic partner, and maximize the selling price of your business.
- Website
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http://www.csuiteimpact.com
External link for C-Suite IMPACT
- Industry
- Business Consulting and Services
- Company size
- 2-10 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2020
- Specialties
- consulting, b2b, business intelligence, succession plans, finance and administration, coaching, planning, forecasting, management consulting, team building, sales and marketing, dashboards, and strategy
Locations
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Primary
New York, NY, US
Employees at C-Suite IMPACT
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David Wolfskehl
Creating new opportunities and expanding connections. These are what's most important to me. If you want to join or partner with our team, let's chat!
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Philip Whitman, CPA, CEPA
*TRUSTED ADVISOR to the TRUSTED ADVISORS * TOP 100 MOST INFLUENTIAL PEOPLE in ACCOUNTING * Helping CPA Firms help their Clients through our C Suite…
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Tavi Meketon, MBA, SPHR, SHRM-CP, PAFM
Strategic and Operations Executive
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Pete Caltabiano
Accelerating SME Success by Enhancing Your C-Suite
Updates
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Struggling to find comprehensive solutions for every stage of your business? Let David Wolfskehl guide you! At C-Suite IMPACT, we’ve developed an ecosystem that addresses your business’s needs at every phase of growth and transformation. Whether you're looking to acquire new talent, optimize performance, navigate mergers, or ensure a smooth transition, our family of specialized brands is here to guide you! #BusinessGrowth #StrategicPlanning #MergersAndAcquisitions #TalentManagement #CSuiteImpact
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Struggling to achieve the impactful results you’ve been aiming for? Contact David Wolfskehl today to get started! Drive meaningful outcomes with C-Suite IMPACT. Our tailored strategies and expert guidance are designed to help you overcome challenges, reach your goals, and elevate your success. Let’s work together to create a lasting impact. #BusinessGrowth #StrategicPlanning #IMPACTfulResults #CPAAdvisory #CPAFirmGrowth
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Struggling to keep up with your competitors? Contact David Wolfskehl today and start your journey toward faster, sustainable growth! Many companies in the lower middle market find themselves stuck in a growth plateau, unsure of how to push forward. Without the right strategic guidance, it’s easy to miss out on key opportunities or fall behind the competition. Don’t let your growth stall—take proactive steps to accelerate your success. #CPAFirmGrowth #StrategicAdvisory #CPAFirm #CSuiteImpact #CPAAdvisory
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Feeling like your team's morale could use a boost? Connect with David Wolfskehl to learn more about fostering a positive work environment! Recognizing and celebrating small wins with your team can make a big difference. Acknowledging even minor achievements can significantly increase morale and motivation, leading to a more engaged and productive workplace. Small gestures of appreciation can have a powerful impact on building a positive work culture. #TeamSuccess #EmployeeEngagement #PositiveWorkCulture #CPAFirmSuccess #CPALeadership
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Do you feel like life is often out of control, leading to stress and a lack of well-being? Learn from Tavi Meketon, MBA, SPHR, SHRM-CP, PAFM and gain practical strategies for a more intentional and impactful life! https://lnkd.in/gp7dCatX Join Tavi Meketon, Managing Director of Whitman Transition Advisors LLC and Vice President of Strategy and Execution for C-Suite IMPACT, as she shares her insights on how living with intent can help you gain control over your life and improve your thought patterns to reduce stress. In this session, you will be able to: 🎯 Learn strategies for clear decision-making and proactive impact. 🎯 Discover techniques to improve your thought patterns and mental well-being. 🎯 Understand how intentional living can help minimize stress and enhance control over life. 🎯 Gain practical tips for advancing personal and professional goals. Register here: https://lnkd.in/gp7dCatX #LiveWithIntent #ThrivingIn2024 #PersonalWellbeing #ProfessionalGrowth #CreatingIMPACT
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C-Suite IMPACT reposted this
Do you feel like life is often out of control, leading to stress and a lack of well-being? Learn from Tavi Meketon, MBA, SPHR, SHRM-CP, PAFM and gain practical strategies for a more intentional and impactful life! https://lnkd.in/gp7dCatX Join Tavi Meketon, Managing Director of Whitman Transition Advisors LLC and Vice President of Strategy and Execution for C-Suite IMPACT, as she shares her insights on how living with intent can help you gain control over your life and improve your thought patterns to reduce stress. In this session, you will be able to: 🎯 Learn strategies for clear decision-making and proactive impact. 🎯 Discover techniques to improve your thought patterns and mental well-being. 🎯 Understand how intentional living can help minimize stress and enhance control over life. 🎯 Gain practical tips for advancing personal and professional goals. Register here: https://lnkd.in/gp7dCatX #LiveWithIntent #ThrivingIn2024 #PersonalWellbeing #ProfessionalGrowth #CreatingIMPACT
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Ready to lead with impact? Let’s discuss how David Wolfskehl of C-Suite IMPACT can support your leadership journey! We believe in lifting others up, guiding them through challenges, and celebrating their successes as our own. True leadership is reflected in how well you empower your team to thrive. Our integrated solutions are designed to help you become the leader your team needs, fostering growth, collaboration, and long-term success. #Leadership #Empowerment #TeamSuccess #CSuiteImpact #LeadershipDevelopment
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Ready to Take Charge of Your Life? Mark your calendar for August 29th at 12 PM EST as Tavi Meketon, MBA, SPHR, SHRM-CP, PAFM of Whitman Transition Advisors LLC and C-Suite IMPACT is going to show you how in our next Thrive webinar! https://lnkd.in/gp7dCatX She’ll dive into the power of intentional living—how it can help you manage stress, make clearer decisions, and find more satisfaction in both your personal and professional life. This is one session you don’t want to miss! Register here: https://lnkd.in/gp7dCatX #ThrivingIn2024 #PersonalWellness #CreatingImpact #PersonalGrowth #LivingwithIntent #CSuiteIMPACT
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Let's learn, grow, and thrive together with David Wolfskehl! Subscribe now: youtube.com/@c-suiteimpact Join us on YouTube for exclusive insights, expert interviews, and growth strategies to elevate your leadership journey! Hit that subscribe button and ring the notification bell to stay updated with our latest videos. #ExpertAdvise #FirmAdvisory #CPAFirm #AccoutingFirmGrowth
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