Wealth & Worth Within

CFO Services

Looking for a CFO?

Transform your Business Finances in as little as 3 months


total investment $699

  • 2hr video call with CFO

  • + Company Overview & Industry Benchmark

  • + Comprehensive Financial Assessment

  • + Address 2-3 Main Financial Concerns

  • + Recap, Recommendations and Next Steps Documented Summary


interim or part-time cfo

There is no need to hire an expensive full-time CFO at this stage of growth when you can get a fractional CFO with all the experience and expertise. We provide part-time CFO services to support your growing company and help you achieve your financial goals so you can get back to doing what you love.

business financial consulting

We work with you to assess profitability, reduce expenses, improve margins, determine KPIs and much more. With these financial insights, you can make better decisions for your business on a day-to-day basis. We build the financial diligence to operate your business more effectively and give you peace of mind.

Business Financial fundamentals

We provide a comprehensive set of tools and resources to run your business finances smoothly. Budget, cash flow management, month-end close, tracking of Accounts Receivable/Payable, etc. We establish the financial foundation your business needs quickly and accurately.

Virtual CFO Services

  • CFO/Financial Consulting

  • Company Valuation Projects

  • “What if” Scenario Planning

  • Return on Investment (ROI) Analysis

  • Financial Dashboard/KPIs

  • Financial Processes Implementation

  • People Resource Planning

  • Implementing Decision Quality Framework

  • And many more services…

  • Monthly Financial Reports

  • Accounts Receivable/Payable Tracker

  • Setting up a Monthly Budget

  • Month-end close (Budget vs. Actuals)

  • Cash Flow Management/Forecasting

  • Profit and Loss Management/Forecasting

  • Interface with Accountant & Bookkeeper

  • Model PnL Implementation

  • Annual Financial Planning & Goal Setting

DQ Framework.JPG

Decision Quality Framework

Everybody is focused on getting to 6-figures * How much does your business needs to generate for you * Pay yourself * Expenses and ROI * Look at your numbers and keep track * 6-figures doesn't mean profitable

Make a list of what you can outsource * Find out prices for different levels of support * Gap between your rate and cost to outsource