Comprehensive Strategic CFO Advisory Package
This program package brings together all the services and value-adds your business needs to achieve financial clarity, improve profitability, and drive sustainable growth.
Strategic CFO Advisory Services
A full Financial Health Assessment & Roadmap to understand where your business stands today.
โ Comprehensive in-depth review of your cash flow, profitability, and balance sheet.ย
โ SWOTย (Strengths, Weaknesses, Opportunities, Threats) analysis to assess key financial strengths, weaknesses, opportunities, and risks.ย
โ Immediate identification of red flags and areas requiring urgent attention.ย
โ A detailed roadmap with actionable recommendations to guide your.
Fractional CFO Services (Retainer)
โ Staying on top of your finances with our Dynamic Virtual Operations Dashboard.ย
โ Ongoing monitoring of cash flow and overall financial health to keep your business on track.ย
โ Regular (monthly or quarterly) strategy meetings to discuss financial performance and opportunities.ย
โ Access to real-time performance analysis reports to drive smarter, faster decision-making.ย
KPI Development & Financial Dashboard Setup
โ Identification of the most impactful KPIs (Key Performance Indicators) that directly influence your business success.
โ Custom-designed financial dashboards to visualize these KPIs in real time, ensuring transparency and actionable insights.
Pricing & Profitability Optimization
โ An extensive review of your cost structure and profit margins.ย
โ A deep-dive consultation into pricing strategy to ensure your models maximize revenue and profitability.ย
โ Development of refined, data-backed pricing models for products or services to boost long-term growth.
Cash Flow Forecasting & Management
โ Historical analysis of cash flow trends to identify patterns and opportunities.
โ Creation of a 12-Month Rolling Cash Flow Forecast for your business.ย
โ One-time setup of a comprehensive cash flow model to ensure youโre optimizing liquidity.
โ Proactive monitoring of cash inflow/outflow and periodic updates to forecasts.
Budgeting & Forecasting Systems Setup
โ Implementation of a structured, efficient budgeting process.
โ Setup of budget tracking tools and variance analysis to ensure accountability and adaptability.
Special Bonuses
Complimentary Profit Maximization Session
A one-hour strategy call tailored to uncover hidden profitability opportunities or quick wins for your business.
Access to Exclusive Financial Insights Report
Receive a comprehensive guide highlighting industry benchmarks, cost control tips, and financial best practices to stay ahead of your competition.
Prioritized Support
Enjoy direct and priority communication with our expert team for any questions or needs that arise during the engagement.
Your Investment in Success
Youโll gain a complete suite of financial tools, expert guidance, and ongoing strategy development to ensure your business thrives. This package is designed to deliver actionable results and the confidence you need to make the right decisions for your growing business.
