The CFO
The CFO
For business owners who want clarity, strategy, and forward-looking insight.
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CFO services are for businesses ready to use their numbers to make smarter, more confident decisions. This is strategic financial support designed to help you plan ahead, manage risk, and grow intentionally.
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When you understand where your business is going financially—not just where it’s been—you gain confidence, control, and the ability to make proactive decisions instead of reactive ones.
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Starting at $6,000 per month
Clear financial insight that supports better decisions, stronger growth, and long-term stability.
Explanation of Services
Budget analysis and planning: Budgeting and budget-to-actual reporting establish a financial plan and measure performance against it throughout the year. A clear budget sets targets for revenue, expenses, and cash needs, while ongoing variance reporting highlights what’s driving results and where corrective action is needed. By having our firm build and monitor this process, you gain disciplined tracking, clear insights, and actionable recommendations—without the internal time burden—so you can make timely decisions and maintain control over profitability and cash flow.
Cash flow modeling and forecasting projects your expected cash inflows and outflows to help you anticipate liquidity needs and make proactive decisions. A reliable forecast improves visibility into timing, identifiespotential shortfalls in advance, and supports better planning for payroll, vendor payments, and growth investments. By having our firm build and maintain your cash flow forecast, you gain accurate, regularly updated insights and scenario planning—without the internal complexity—so you can manage cash with confidence and avoid surprises.
Product or service cost analysis evaluates the true cost to produce or deliver each product or service—including materials, labor, overhead, and related operating expenses—to determine accurate margins and profitability. A well-structured analysis reveals which offerings drive profit, where costs are increasing, and how pricing or process changes can improve results. By having our firm perform product cost analysis, you gain objective, data-driven insight and clear recommendations without dedicating internal time and resources—enabling better pricing decisions, improved margin control, and more profitable growth.
Process workflows, internal controls, and documentation create a disciplined operating framework for your finance function. We standardize key workflows, implement practical controls to reduce error and risk, and document procedures to ensure consistency and continuity. The result is greater efficiency, stronger accountability, and a back office that scales with your business.
Custom board and leadership reporting decks translate your financial and operational performance into a clear, decision-focused narrative for board members and stakeholders. We build concise, professional presentations that highlight key KPIs, trends, risks, and priorities—supported by reliable financials and forward-looking insights. The result is a board-ready package that improves alignment, accelerates decision-making, and strengthens confidence in leadership reporting.
Strategic financial planning aligns your pricing, hiring, expansion, and capital decisions with your financial capacity and long-term objectives. We evaluate key initiatives through data-driven modeling, assess tradeoffs and risk, and translate strategy into clear targets, timelines, and financial expectations. The result is a practical plan that supports profitable growth, protects cash flow, and enables confident decision-making.
Bank and investor support: Coordinating with your bank and investors ensures they receive clear, timely financial information and that requests are handled efficiently. We prepare and package the reports lenders and investors typically require, support covenant and reporting compliance, and help respond to questions with accurate financial context. The result is smoother communication, fewer last-minute scrambles, and stronger confidence from the people who fund your business.
Mergers and acquisition support helps you evaluate acquisitions, sales, or partnerships with clear financial analysis before you commit. We review the target’s financials, build models to estimate expected cash flow and returns, and prepare due diligence schedules and documentation for buyers, lenders, and advisors. The result is a clearer view of value and risk, fewer surprises during diligence, and a more efficient path to closing.