CFO Services
Looking for a specific CFO service of ours?
Fractional CFO Plan
Fractional CFO - Elite Plan
Full Accounting Department Management
Our comprehensive Fractional CFO and financial management services empower businesses to achieve optimal financial performance, drive growth, and enhance operational efficiency. We offer a wide range of solutions, including strategic planning, budgeting and cost management, accounting and financial operations, and executive coaching. By leveraging our expertise in these areas, we help businesses with:
Plan Details:
• Planning and Forecasting services help businesses achieve greater financial accuracy, strategic alignment, and operational efficiency. By utilizing driver-based modeling techniques and providing regular updates, we deliver highly accurate and reliable financial projections. We work closely with executive teams to ensure that financial plans are directly aligned with overall business objectives. Additionally, our customized reporting templates and regular updates provide unparalleled visibility into financial performance, enabling transparency, accountability, and informed decision-making.
• Budgeting and Cost Management services help businesses optimize resource allocation, enhance financial control, and drive operational efficiency. We assist in establishing robust budgeting procedures and systems, ensuring accurate and timely financial planning. Through labor burden analysis and sensitivity analysis, we empower clients to make informed decisions regarding resource allocation. Additionally, our comprehensive performance tracking enables the identification of areas where spending is excessive or resources are underutilized, facilitating continuous improvement and cost optimization.
• Growth Strategies and Executive Coaching services empower businesses to achieve sustainable growth and develop exceptional leadership teams. We work closely with organizations to develop and implement strategic plans that align with their unique goals and market conditions. Our executive coaching programs provide tailored guidance and support to enhance leadership skills, foster a positive team culture, and drive organizational performance. By combining strategic planning with executive development, we help businesses maximize their potential and achieve long-term success.
• Accounting and Financial Operations services help businesses optimize their financial processes, enhance accuracy, and ensure compliance with accounting standards. We work to streamline accounting operations, improve efficiency, and implement best practices. Our team of experienced professionals provides specialized knowledge and guidance, addressing any financial expertise gaps. Additionally, we offer comprehensive accounting department management, including bookkeeping, accounting, and compliance functions, ensuring that your financial operations run smoothly and efficiently.
• Planning and forecasting services that deliver accurate and reliable financial projections, enabling informed decision-making.
• Financial plans that are directly aligned with your overall business objectives, maximizing your potential.
• Budgeting and cost management services to help you optimize resource allocation, enhance financial control, and drive operational efficiency.
• Growth strategies and executive coaching that empower you to achieve sustainable growth and develop exceptional leadership teams.
• Accounting and financial operations services that help you streamline your financial processes, enhance accuracy, and ensure compliance with accounting standards.
• Benefit from the specialized knowledge and guidance of our experienced team of accounting professionals.
• Our Fractional CFO services are designed to adapt to your business's changing needs, providing flexibility and scalability.
• Our services offer a cost-effective alternative to hiring a full-time CFO.
Benefits of Our Services
Consulting CFO Plans
Business Growth Strategies
Our comprehensive Business Growth Strategies service is designed to help you set and achieve ambitious goals for your business. We will work closely with you to develop a customized growth plan that is aligned with your vision and supported by sound financial planning. A twelve (12) month contract is required to allow for optimum strategy implementation.
(with S.M.A.R.T Goals)
• Develop S.M.A.R.T. goals that align with your business objectives.
• Assign responsibility for each milestone to the appropriate department or team member; smaller, actionable steps with clear deadlines.
• Monitor progress toward your goals and make adjustments as needed.
• Align your growth initiatives with your company budgets and ensure adequate resource allocation.
• Provide regular analysis to assess the impact of your growth strategies.
• Offer ongoing advice and guidance to help you overcome challenges and seize opportunities.
Consulting Details:
• Goal-setting process to provide you with a clear roadmap.
• Milestones and accountability.
• Analysis will provide you insights needed to make informed decisions.
• Ongoing advice and support.
• Focused on creating a sustainable long term growth plan for success.
Benefits of Our Services
Budget and Forecast Plans
Our fractional CFOs have decades of experience building scalable processes and systems to improve financial planning and analysis. We will not only, deliver customized reporting templates to enhance visibility into your finances, we will discuss them with you for transparency, accountability, and understanding. We will work closely with your team to develop comprehensive financial budgets and forecasts aligned with your business goals. Deliverables will include a flexible financial model created in Excel and baseline monthly forecasts for the next 1-3 years.
Silver Plan Details:
• Reviewing historical financial performance.
• Building driver-based models to forecast revenue, expenses, cash flow for a one year period.
• Establishing budgets at company level.
• Scheduling quarterly 1-hour working sessions with your executive team to ensure understanding of the analysis and alignment on actions
Gold Plan Details:
• Reviewing historical financial performance.
• Building driver-based models to forecast revenue, expenses, cash flow for up to a two year period.
• Establishing budgets at company and department level.
• Performing sensitivity analysis to stress test key assumptions (What If Analysis).
• Scheduling quarterly 1-hour working sessions with your leadership team to ensure understanding of the analysis and alignment on actions.
Platinum Plan Details:
• Reviewing historical financial performance.
• Building driver-based models to forecast revenue, expenses, cash flow for upto a three year period.
• Establishing budgets at company and department level.
• Performing sensitivity analysis to stress test key assumptions; "What If Analysis".
• Developing Labor Burden analysis company-wide to support budgeting and ensure growth strategies are maintained.
• Providing monthly updates via Loom to executives to track performance vs. budget.
• Scheduling quarterly 1-hour working sessions with your leadership team to ensure understanding of the analysis and alignment on actions.
• Budgets will be aligned with your overall business objectives.
• Custom budgets and forecasts to provide a financial clarity.
• Customized reporting templates will ensure accurate and reliable projections for more informed decisions.
• "What If" analysis will help you assess the impact of different scenarios on your financial performance.
• Labor Burden Analysis will provide insights into your labor costs to support effective budgeting and resource allocation.
• Collaborative approach with your leadership team to ensure alignment and understanding.
• Regular updates will keep you informed of your financial performance and progress toward your goals.
• Transparency and accountability will ensure that you understand our analysis and can hold your team accountable for results.
• Our fractional CFOs have decades of experience in building efficient financial and accounting systems.