Enhance your financial decision-making with expert CFO services
Defining your Goals
Identifying the numbers crucial to your business’ success
Growth
Building a strong foundation that will scale with you
Optimization
Solving root-causes for low margins & high expenses to fix cash flow
Capital
Helping to raise funds and improve exit valuation
How it works
Stage 1: Onboarding
Stage 2: Monthly Support
Your CFO will work closely with you to gain a deep understanding of your business and processes in place. This will serve as the foundation for ongoing support and future projects.
Profit & Loss, Balance Sheet, and Cash Flow Statements
Budget vs. Actuals
Company and Industry-Specific KPI Measurements
Headcount, Payroll, & Compensation Plan
Scenario Planning (Base, Upside, Downside)
We will partner with you on agreed upon projects and financial management tasks which could include:
Monthly meeting to review your business’ financial health and provide strategic insights
Regular update of the financial model with actuals
Business decision analysis on an as-needed basis
Forecasting variance analysis
Cash management & runway optimization
Investor and Board reporting