1. CFO Services – Monthly Fixed Fee Package

Core Services:

  • Analyze monthly financial results, trends, key metrics
  • Prepare budgets & forward projections (rolling 12 months)
  • Future cashflow forecasting (rolling 3 / 12 months)
  • Scenario (“what-if”) analysis – impact on profit and cashflow
  • Industry benchmarking
  • Goal setting & action plan tracking
Part of monthly CFO Report

How We Work Together:

  • Monthly CFO strategy call (60-90 minutes) + CFO Report
  • Tactical check-in call mid month (30 minutes)
  • Ongoing consultation on major initiatives, purchases, and new hires
  • Unlimited year-round text support
  • Seamless coordination with your bookkeeper, accountant and bank
  • Optional :  We facilitate a 2-day strategic planning session – onsite

Our services are month to month.  No long-term commitment required.

PLUS our 30-day money back risk-free guarantee if we don’t deliver significant value

2. CFO Services – Project Work

(billed on a per-project basis)

Main Areas of Specialty:

  • Strategic & business planning facilitation
  • Accounting system selection & implementation
  • Financing alternatives
  • FX risk mitigation strategies
  • Process optimization & waste reduction
  • Mergers, acquisitions and exits

Project work will be defined in a statement of work along with an estimate to complete the work