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
Company Valuation Projects
“What if” Scenario Planning
Return on Investment (ROI) Analysis
Financial Processes Implementation
People Resource Planning
Implementing Decision Quality Framework
And many more services…
Decision Quality Framework