A Fractional CFO provides the experience and expertise of a CFO and you only pay for what you need, when you need!
Essentials
Starting at
$600/Monthly
- All items are monthly except where noted
- Balance Sheet & Income Statement Analysis
- Budget – Basic
- Financial & KPI Dashboard – Basic
- Strategic Check-In for Goals – 2x per year
- HR Review: Compliance, Org Chart, Benefits
- Support Calls Zoom or Phone Unlimited
Discovery & Setup
Essentials Plan
$600/One-time Fee
- Identify challenges, goals & strategy – basic
- Review Processes – identify gaps
- Systems Needs Analysis
- Identify reporting & budget needs
- Identify key milestones for 3 year plan
- Present recommended solutions
Growth
Starting at
$900/Monthly
- All items in Essentials plan Plus:
- Management Reports such as cash flow, inventory, A/R, etc.
- Budget – Advanced
- Financial & KPI Dashboard – Advanced
- Strategic Check-In for Goals – 4x per year
Discovery & Setup
Growth Plan
$900/One-time Fee
- Identify challenges, goals & strategy
- Review Processes – identify gaps
- Systems Needs Analysis
- Identify reporting & budget needs
- Identify key milestones for 3 year plan
- Present recommended solutions
Expand & Accelerate
Starting at
$1200/Monthly
- All items in Essentials & Growth plans Plus:
- Advanced/Custom reports such as gross margin analysis
- Department Level Reports
- Historical Trends
- Budget – Complex with forecasting
- Financial & Goals Dashboard – Complex
- Strategic Check-In for Goals – monthly
Discovery & Setup
Expand & Accelerate Plan
$1200/One-time fee
- Identify challenges, goals & strategy
- Review Processes – identify gaps
- Systems Needs Analysis
- Assess system/software integration
- Recommend options for software solutions
- Identify key milestones for 3 year plan
- Develop Advanced Reports
- Develop Complex Budget
- Develop Dashboard
- Present recommended solutions