Levels & Pricing
CFO Operating System
*All fees are dependent on the size of the company and services provided.
Please set up a consultation here for pricing specific to your company.
Are you frustrated with the financial management component of your business?
✓ Having trouble managing cash in your growing company
✓ Don’t have a finance background and find it difficult to interpret your financial data
✓ Don’t have time to review and measure financial performance
✓ Unsure how to grow and remain profitable
✓ Unsure how to evaluate investments in people, marketing, or technology
✓ Don’t have the funds to hire a full-time CFO
Our Level 1 Core Plan may be a perfect fit! Contact us to get started.
Are you overwhelmed with the difficulties of growing a valuable and scalable company?
✓ Confused about what you should do next to scale
✓ Struggling with a lack of consistency
✓ Too busy to develop and maintain operational tools
✓ Unsure how to create a more valuable company
✓ Inconsistent revenue
Our Level 2 Scale Plan may be a perfect fit! Contact us to get started.
Our Process
Understanding your business, team, goals, financial process, and current financial health.
We develop a financial forecast and create a company dashboard by setting key performance indicators.
We meet bi-weekly to cover:
✓ Cash Flow Management
✓ Update Financial Forecast
✓ Review KPIs
✓ Growth & Profitability Opportunities
✓ Follow-up Projects