Professional discussion


- Financial Pro forma

- Financial Reporting

- Year End Tax Preparation

- Financial Modeling

- Strategic Planning

- Fund Raising

- Budgeting & Metrics

- Operations Advisory

- HR and Payroll Advisory

- Other CFO Functions

We help you to discover solutions to your problems.



We provide three different fractional CFO service plans to strengthen our customers' financial position

The three monthly plans are:

  • Starter Plan

  • Foundation Plan

  • Growth Plan

List of fractional CFO services/reviews (service provided will depend on the plan):

  • Number of set meetings per month

  • Number of set offline analysis sessions per month

  • Monthly revenue, COGs, major expenses, and labor costs

  • Monthly banks reconciliation

  • Monthly credit cards reconciliation

  • Profit & Loss YTD statement

  • Profit & Loss M2M statement

  • Quarterly or annual labor costs, Profit & Loss, Balance Sheet, forecast & budget, and one-page report card

  • Annual actual vs. budget variance

  • Annual employee and executive compensations

  • Year-end scenario planning, financial ratios, Y2Y financial statements comparison, and one-page report card

  • Investor deck

  • Cap table

  • CFO representation at investor meetings

  • Monthly fee (starting @ $500)