Our Services

Comprehensive financial expertise tailored to your business needs. From strategic planning to operational finance, we've got you covered.

Financial planning meeting

Core Services

Our comprehensive suite of financial services to drive your business forward

Financial Strategy & Planning
Strategic financial guidance to align with your business goals
  • Business planning and forecasting
  • Strategic financial analysis
  • Growth strategy development
  • Scenario planning
  • Financial goal setting
Cash Flow Management
Optimize your cash flow to ensure business stability and growth
  • Cash flow forecasting and analysis
  • Working capital optimization
  • Cash conversion cycle improvement
  • Accounts receivable/payable management
  • Liquidity planning
Financial Reporting & Analysis
Clear, actionable financial insights to drive informed decision-making
  • Management reporting systems
  • KPI development and tracking
  • Financial statement analysis
  • Board and investor presentations
  • Performance metrics dashboards
Budgeting & Forecasting
Develop accurate budgets and forecasts to guide business decisions
  • Annual budget development
  • Rolling forecasts
  • Budget vs. actual analysis
  • Department budget coordination
  • Cost management strategies
Financial Systems & Controls
Implement robust financial systems to improve efficiency and reduce risk
  • Financial process optimization
  • Internal controls development
  • Accounting system selection and implementation
  • Financial policy development
  • Compliance management
Growth & Funding Strategy
Secure the capital needed to fuel your business growth
  • Funding needs assessment
  • Capital raising strategy
  • Investor pitch preparation
  • Due diligence support
  • M&A financial analysis

Service Packages

Flexible engagement options tailored to your business needs and growth stage

Startup Package
For early-stage businesses looking to establish financial foundations
$1,500

per month

  • Basic financial reporting
  • Cash flow management
  • Initial financial strategy
  • Monthly advisory calls
  • Basic KPI development
Growth Package
For established businesses looking to optimize and scale
$3,500

per month

  • Comprehensive financial reporting
  • Advanced cash flow optimization
  • Strategic financial planning
  • Weekly advisory calls
  • Full KPI dashboard
  • Funding strategy development
  • Board meeting preparation
Enterprise Package
For larger businesses with complex financial needs
$7,000+

per month

  • All Growth Package features
  • Multiple department budgeting
  • M&A financial analysis
  • International expansion planning
  • Complex financial modeling
  • On-site CFO days
  • Executive team integration

Need a custom solution? Contact us to discuss your specific requirements.

Request Custom Package

Frequently Asked Questions

Common questions about our fractional CFO services

Ready to Transform Your Financial Strategy?

Schedule a free consultation to discuss how our fractional CFO services can help your business grow.

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