Wealth & Worth Within

CFO Services

Looking for a CFO?

Transform your Finances from Reactive to Proactive to Planning!!!

interim or part-time cfo

There is no need for an expensive full-time CFO on payroll at this stage of growth. We provide part-time virtual CFO services to support your growing company and help your business achieve your financial goals so you can get back to doing what you love. We work as an extension of your team with all the experience and expertise for a fraction of the cost.

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 piece 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.


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


Virtual CFO 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

  • 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…

Exclusive partners

DQ Framework.JPG

Decision Quality Framework