Strategic Financial Leadership

CFO Services

Fractional CFO services that give small businesses the financial expertise of a Fortune 500 company — at a fraction of the cost.

Why You Need It

Why Do I Need Monthly CFO Services?

A dedicated CFO provides strategic financial oversight that goes far beyond basic bookkeeping. Here's what you get:

✓Monthly financial statement review and analysis
✓Cash flow forecasting and management
✓Budget creation and variance analysis
✓KPI tracking and performance dashboards
✓Strategic business planning support
✓Banking relationship management
✓Tax strategy coordination with your CPA
✓Financial systems optimization
✓Investor and lender presentation support
✓Exit planning and business valuation guidance

CFO Packages

Choose Your CFO Package

All packages include a dedicated fractional CFO and monthly strategy sessions. Choose the level that matches your business complexity.

Starter CFO

$1,500

per month

✓Monthly Financial Statement Review
✓Cash Flow Analysis & Forecasting
✓Monthly Strategy Call (1 hour)
✓KPI Dashboard Setup
✓Budget vs. Actual Reporting
✓QuickBooks Online Oversight
✓Email & Phone Support

Most Popular

Growth CFO

$2,500

per month

✓Monthly Financial Statement Review
✓Cash Flow Analysis & Forecasting
✓Monthly Strategy Call (1 hour)
✓KPI Dashboard Setup
✓Budget vs. Actual Reporting
✓QuickBooks Online Oversight
✓Email & Phone Support
✓Quarterly Business Review
✓Banking Relationship Support
✓Tax Strategy Coordination
✓Custom Financial Reports
✓Up to 3 Strategy Calls/Month

Enterprise CFO

$4,500

per month

✓Monthly Financial Statement Review
✓Cash Flow Analysis & Forecasting
✓Monthly Strategy Call (1 hour)
✓KPI Dashboard Setup
✓Budget vs. Actual Reporting
✓QuickBooks Online Oversight
✓Email & Phone Support
✓Quarterly Business Review
✓Banking Relationship Support
✓Tax Strategy Coordination
✓Custom Financial Reports
✓Up to 3 Strategy Calls/Month
✓Weekly Check-ins Available
✓Investor/Lender Presentation Prep
✓Exit Planning Guidance
✓Team Financial Training
✓Unlimited Advisory Access

Ready to Take Control of Your Finances?

Schedule a free consultation to discuss how our CFO services can transform your business. 251-402-2366 Call Now

[/et_pb_code][/et_pb_column][/et_pb_row][/et_pb_section]