CFO Services
Annual Strategic Engagement
Annual Strategic Engagement
Annual Strategic Engagement
For businesses that only need yearly engagement.
- Creating corporate goals and strategic objectives
- Create Sales Forecast
- Scenario Planning
- Custom Data analysis
Monthly CFO Engagement
Annual Strategic Engagement
Annual Strategic Engagement
For monthly CFO support to grow your revenue and increase your profit margins
- Monthly Engagement sessions
- Monthly Reporting
- Monthly Financial Dashboards (including custom KPIs)
- Monthly Forecasting
- Bring your own Bookkeeper
- Creating corporate goals and strategic objectives
- Create Sales Forecast
- Scenario Planning
Custom Projects
Annual Strategic Engagement
Custom Projects
For businesses that need specialized projects
- Hard Money Lending/Private money funding
- Finance team structuring
- Custom Affordability Projects