Quarterly CFO Insights

Not ready for our monthly CFO services but eager to understand and improve your company’s financial trajectory? With our quarterly CFO option, business owners can sit down with one of our CFOs each quarter to review key business metrics, ask questions, and explore financial opportunities. It’s a valuable first step in leveraging CFO knowledge for better decision-making.

  • A quarterly review with a CFO assigned for the duration of your enagagement.
  • A dashboard of key metrics about your business
  • Documented observations by the CFO of risks and opportunities
  • A sounding board to ask financial questions

Our quarterly CFO services are $2K per quarter.

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What Services Do You Need?

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OPTION 1

All the basics for starting a small website or blog.

Monthly

  • Strategic financial support
  • Support organic growth/mergers & acquisitions activities
  • Support succession/sale planning
  • Support of your accounting function
  • Develop annual/monthly budget process
  • Develop short- and long-term forecast process
  • Development of management reports/KPI dashboard
  • Identify and oversee business process improvements
  • Support of turnaround activities
  • Optimization of monthly reviews of financial statements
  • Provide business updates to owners, officers, and other key persons
  • Conduct a cash flow analysis of the cash flow statements prepared by your bookkeeping firm
  • Negotiate and manage your future financing relationships
  • Oversee and coordinate with your CPA firm for year-end taxes
  • Oversee your bookkeeping firm and payroll provider (excluding regular payroll processing
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BENEFITS

Features you need for a growing business.

Quarterly Accounting

  • A two-hour financial review with a CFO
  • A dashboard of key metrics about your business
  • Documented observations by the CFO of risks and opportunities
  • A sounding board to ask financial questions
GET STARTED