CFO Packages Summary
Kick-Off Packages
Financial Health Check-Up
$500 - $5,500
A comprehensive analysis of the client's current financial health, including cash flow analysis, debt assessment, and profitability review.
Budget Creation and Analysis
$300 - $2,000
Development of an annual budget, including revenue forecasting and expense planning.
Financial Systems Setup
$400 - $2,500
Assistance in setting up financial systems and software, including training on usage.
Subscription Packages
Basic CFO Services:
$500 - $3,500 per month
Monthly financial reporting, budget tracking, and general financial advice.
Advanced CFO Services:
$1,500 - $5,000 per month
Includes Basic CFO Services plus strategic planning, risk management, and regular financial analysis.
Premium CFO Services
$3,000 - $8,000 per month
All features of Advanced CFO Services, plus custom projects, board meeting attendance, and investor relations support.
Project Packages
Business Plan Development
$2,000 and up
Assistance in creating a detailed business plan, including financial projections, market analysis, and strategy formulation
M&A Advisory
$5,000 and up
Guidance on mergers and acquisitions, including valuation, due diligence, and negotiation support.
Capital Raising Support
$3,000 and up
Assistance in preparing for and securing funding, whether equity or debt.
Some additional services we offer:
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Financial Planning and Forecasting:
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• Provide strategic financial planning to help small businesses set realistic goals and create a roadmap for financial success.
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• Develop forecasting models to anticipate future financial trends and plan for various scenarios.
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Cash Flow Management:
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• Offer services to optimize cash flow, ensuring that small businesses have the necessary funds to cover operational expenses and pursue growth opportunities.
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Profitability Analysis:
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• Conduct in-depth profitability analysis to identify areas of improvement and implement strategies to enhance overall business profitability.
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Cost Reduction Strategies:
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• Develop cost reduction plans to help small businesses identify and eliminate unnecessary expenses, improving overall efficiency.
Risk Management:
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• Implement risk management strategies to identify and mitigate potential financial risks, safeguarding the financial health of small businesses.
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Financial Training and Workshops:
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• Provide educational resources, training sessions, or workshops to empower small business owners and their teams with financial literacy and skills.
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Benchmarking Analysis:
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• Conduct benchmarking analyses to compare a small business's financial performance against industry standards, providing insights for improvement.
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Technology Integration:
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• Provide solutions for integrating financial technologies and software to streamline financial processes, enhance accuracy, and improve decision-making.