CFO SERVICES

Overview

We offer two types of CFO Consulting services. You decide what fits your business best and we let us do the rest. We offer ongoing service packages at two different levels. These can act as add on services to your compliance needs. There are also a la carte services that are available on an as need basis.

For more information, check out details of our services below. If you are ready to get started with services, click here to schedule a consultation with our team.

Check out our Financial Overview Checklist for more information.

ONGOING CFO PACKAGES

BASIC

UPGRADE

PREMIUM

2 hours/month CFO phone support
Monthly review/report of financial statements produced by your bookkeeper/comptroller to include:
3. Our CFO will listen to you about where you want the future state of your company to be versus where it is today.
4. We will request the necessary information/records/financial reports to begin our work delivering a solution for you.
5. We will develop a structured business plan to bridge this gap between the present and future state of your company.

6. Our CFOs will review your systems, key partners, financial obligations, contracts, agreements, etc.
7. Milestones, delivery dates, KPIs and other metrics will be developed and tracked so that you can have more control over your business and be able to monitor the progress of our successful engagement with you.
8. You will be updated on a frequent basis and advised of any changes, issues, or processes that need to be addressed.

CFO SERVICES

Services

Overview

ONGOING CFO PACKAGES

BASIC

UPGRADE

PREMIUM

A LA CARTE SERVICES

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