CFO Services Done Right
It’s simple; we take the pressure off of you as leaders and business owners responsible for the need of a seasoned finance executive, so you can focus on what you do best. We provide the benefits and value of a CFO at a fraction of the cost and scale according to your growth needs. This is a great solution for businesses that cannot afford or employ a full-time CFO but need this expertise to help their company grow and be profitable.
CFO Essentials
From $1,500/Month
A focused advisory package for business owners who need greater financial clarity, accountability and direction.
- Monthly review of financial results and business performance
- 60–90-minute monthly CFO strategy meeting
- Identification of top financial priorities
- Actionable management recommendations
Owner-led business needing CFO guidance without extensive ongoing support. Typically, $1 million–$3 million in annual revenue
CFO Growth
From $3,000/Month
Proactive financial planning and decision support for growing businesses that need more than a review of historical results.
- Everything included in CFO Essentials
- 13-week cash-flow forecasting, budget and forecast management
- Banking and financing support
- Two CFO strategy meetings per month
- Guidance on growth, profitability and cash-flow decisions
Growing business needing forward-looking financial guidance. Managing decisions involving hiring, pricing, expansion or financing. Typically, $3 million–$10 million in annual revenue
CFO Strategic
From $5,000/Month
Customized CFO leadership for companies with greater complexity, faster growth or more demanding strategic needs.
- More frequent CFO involvement and executive collaboration
- Rolling forecasts and advanced financial modeling
- Multi-entity, departmental or divisional analysis
- Board and investor reporting
- Financing and capital strategy
- Strategic support for growth, expansion and transactions
- Customized meeting cadence and deliverables
Established or rapidly growing business requiring strategic financial leadership. Complex operations, multiple entities or significant financing needs. Typically,$10 million + in annual revenue
CFO Services Done Right
It’s simple; we take the pressure off of you and your staff, so you can stay focused, and we can get your accounting done right. This is a great solution for businesses that cannot afford or employ a full-time CFO, Controller or Accounting Manager, but need this type of expertise in their office.
