CFO Services
HOW IT WORKS
We provide four different fractional CFO service plans to strengthen our customers' financial position
The plans are:
Starter Plan
Foundation Plan
Growth Plan
Flat-Fee Hour Plan
List of fractional CFO services/reviews (service provided will depend on the plan):
NumCheck℠ - a fully customizable process to keep track of your critical financial numbers
NumCheck℠ - it is a unique 9-point forward-looking tool developed internally by sFoundation
PriorityMark℠ - a numbering system to help you prioritize your financial tasks and save time
PriorityMark℠ - it is a unique 5-point analytic tool developed internally by sFoundation
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 or one-time fee (starting @ $895)