CFO Solutions

OVERVIEW

A CFO-as-a-Service solution that seamlessly aligns with the needs of my company.

We have structured our CFO Services into three main packages to assist in bridging the gap within the leadership of your finance function.

These CFO service packages are designed for businesses that need strategic financial guidance without hiring a full-time CFO. They are especially useful for startups, scaling companies, and management teams that need better reporting, cash flow oversight, forecasting, and higher-level financial decision support.

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Essential CFO

8 hours

For businesses stepping into the scale-up phase (around 10 to 25 people), the Growth Package delivers precisely the right CFO support to propel your company forward. Emphasizing advanced financial reporting, detailed cash flow forecasting, and nuanced strategies for maximizing value, your new part-time CFO will ease the complexity hurdles during the early stages of growth.

Growth CFO

10-25 hours

For startups with funding, the Performance Package provides initial access to high-caliber financial expertise, propelling your company's launch. Emphasizing the development of financial infrastructure, foundational reporting, and compliance, along with early-stage cash flow management, your new finance ally will illuminate the numbers throughout your initial years.

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Scale CFO

32 hours

For successful enterprises seeking to amplify their scale, our forward-thinking CFOs empower you to unlock the true value of your business. Offering advanced financial reporting to boards and shareholders, meticulous cash flow management and forecasting, comprehensive risk oversight, sophisticated KPI reporting, and cutting-edge financial strategies, these elements converge to drive industry-leading growth, profitability, and cash flow. The introduction of a dedicated CFO for a day per week has the potential to reshape growth trajectories significantly.

What Determines my Package?

Your uniqueness extends to both you and your business, along with its distinctive growth journey. The level of CFO support you require is influenced by various factors:

company size helps determine CFO package, accurate business renewal filing support, annual report filing service, annual report filing,

Company Size

hands-on vs high-level CFO support, stay compliant with state annual report deadlines, annual report filing service

High-level vs Hands-on

company complexity affects CFO service package, annual report filing support for busy business owners, annual report filing service

Company Complexity

scope of work for outsourced CFO services

Scope of Work

business growth rate and CFO package fit

Company Growth Rate

budget considerations for CFO service packages

Budget considerations

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