SERVICES

Discover CFO

Not sure how much of our services you need, sample us with our Discover CFO service

Discover CFO services

Initial meeting with owners to understand business goals & requirements

2. Access to accounting system for data gathering

3. One off Financial Health check report, showing numbers and story about your business and it’s financial strategy

4. Key recommendations and financial metrics on profit & cash, that reflect your current financial strategy

We give you the tools to track these key metrics or if you prefer, you engage us to report back on a regular basis, either monthly or quarterly with our next service level

SERVICES

Maintain CFO

Your business has a size and scope that warrants more regular on-going support on financial strategy.

An on-going relationship invites us to partner with you, taking a seat at your board table

Maintain CFO services

1. Unlimited Phone & video support & agreed schedule of on-site meetings

2. Regular CFO Report showing key metrics on profit & cash, commentary on performance to budget and last year

3. Regular CFO Report with recommendations on how to increase cash & profits through key metrics & cash flow forecast

4. We get to know your operation, your people, customers & suppliers

5. Future focused on your cash & profit

Our maintain CFO service is provided either monthly or quarterly, depending on what’s best for you.

SERVICES

Growth CFO

Our services form an integral part of your management team with a regular on-site presence

We work with your team to ensure your financial strategy is serving your goals and aspirations for your business

Growth CFO Services

1. Unlimited Phone & video support & attendance at crucial management meetings

2. Regular & In-Depth CFO Report showing key metrics on profit & cash

3. commentary on performance to budget and last year across your customers & industry.

4. Three-way cash flow forecast up to 12 months in advance

5. Margin profitability dashboard per customer, industry & product type so you know what your “break even “point is

6. Annual Budget with top to bottom review of your operating expenses

7. Long term mentoring giving the leadership critical understanding of financial strategy