BECAUSE YOU + YOUR BUSINESS DESERVE IT
CHOOSE YOUR CFO ServiceS PACKAGE
Get a comprehensive suite of financial services designed to meet the unique needs of your growing small business without the expense of a full-time CFO. Our fractional CFO packages are designed to grow as your business grows. With a holistic view of your business finances, you’ll feel empowered with the tools and insights you need to make smart decisions for your business.
FINANCE COACHING
$495
/MONTH
✔ Monthly 75-minute finance coaching session
✔ Unlimited Q&A throughout the month
✔ Coaching action items tracked
✔ Accountability to drive financial goals
✔ Planning for next month’s outcomes
MOST POPULAR
CFO BASIC
$1,950
/MONTH
✔ Finance Coaching Package
✔ Financial Analysis
✔ Monthly Financial Review
✔ Key Performance Indicators
✔ Transaction Review
✔ Basic Financial Forecasting
✔ Project Profitability Analysis
✔ Budgeting
CFO PLUS
$3,250
/MONTH
✔ Everything in CFO Basic, PLUS…
✔ Customized Forecasting Models
✔ Cash Flow Management
✔ Bank Relationships
✔ Initiates Strategic Projects
✔ Liaison with Tax Experts