Service Offerings
If there are numbers involved, then I can help.
Fractional CFO
Considering a CFO but it’s too cost prohibitive? Get the help and expertise that you need for a fraction of the typical cost and tailored to your unique needs.
Pricing: Monthly retainer based on the tiers below.
Strategic Projects
Need help in a specific area? Collaborate on a strategic project such as building a rolling forecast model or crafting a compelling investor presentation.
Pricing: Based on scope and deliverables.
Advisory Services
Just need some friendly advice? Schedule up to two meetings per week for guidance and support on any financial matter.
Pricing: Initial startup fee, then low ongoing monthly fee.
Fractional CFO Service Tiers
Core Financial Management
Perfect for the business owner who needs essential financial oversight and organization. This package is ideal for startups and small businesses looking to establish a solid financial foundation and to ensure financial accuracy and compliance.
What’s included?
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Preparation of monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement).
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Assistance with annual budgeting and periodic forecasting.
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Supervision of bookkeeping activities to ensure accuracy and compliance.
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Oversight of customer invoicing and ensuring timely payments to vendors.
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Monitoring cash flow and advising on improvements.
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Coordination with tax professionals for tax planning and preparation.
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Monthly review meetings to discuss financial performance and key metrics and weekly meetings as needed.
Strategic Financial Planning
For the business owner who wants to elevate their financial strategy and optimize costs. Designed for growing businesses ready to move beyond basic financial management, this tier includes in-depth strategic planning initiatives to align financial goals with business objectives.
What’s included?
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Preparation of monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement).
-
Assistance with annual budgeting and periodic forecasting.
-
Supervision of bookkeeping activities to ensure accuracy and compliance.
-
Oversight of customer invoicing and ensuring timely payments to vendors.
-
Monitoring cash flow and advising on improvements.
-
Coordination with tax professionals for tax planning and preparation.
-
Monthly review meetings to discuss financial performance and key metrics and weekly meetings as needed.
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In-depth financial analysis and customized financial models for business planning.
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Identifying cost-saving opportunities and implementing cost control measures.
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Developing and implementing financial strategies aligned with business goals.
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Assessing financial risks and implementing mitigation strategies.
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Establishing and monitoring key performance indicators.
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Detailed planning sessions to align financial strategy with business objectives.
Comprehensive CFO Services
For the business owner seeking full-scale financial leadership and strategic advisory. This tier is suited for established businesses requiring advanced financial services including board reporting, fundraising support, M&A diligence and more.
What’s included?
-
Preparation of monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement).
-
Assistance with annual budgeting and periodic forecasting.
-
Supervision of bookkeeping activities to ensure accuracy and compliance.
-
Oversight of customer invoicing and ensuring timely payments to vendors.
-
Monitoring cash flow and advising on improvements.
-
Coordination with tax professionals for tax planning and preparation.
-
Monthly review meetings to discuss financial performance and key metrics and weekly meetings as needed.
-
In-depth financial analysis and customized financial models for business planning.
-
Identifying cost-saving opportunities and implementing cost control measures.
-
Developing and implementing financial strategies aligned with business goals.
-
Assessing financial risks and implementing mitigation strategies.
-
Establishing and monitoring key performance indicators.
-
Detailed planning sessions to align financial strategy with business objectives.
-
Preparing and presenting financial reports to the board of directors.
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Assisting with fundraising activities, including preparing pitch decks, financial projections, and investor relations.
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Support in due diligence, valuation, and integration for M&A activities.
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Advising on the design and implementation of financial systems and technologies to enhance efficiency.
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Ensuring compliance with financial regulations and standards.
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Tailored financial advisory services based on specific client needs.
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