Monthly CFO Partnership

Service Description

Ongoing FP&A support for owners who want a finance partner every month, without hiring a full-time CFO. Choose the level that fits your stage. ESSENTIALS – $695/month For businesses that need structure and regular reporting. • A one-page monthly summary of your P&L: what changed, and why • Budget setup and tracking (includes the 12-Month Budget & Forecast, a $450 value, in your first month) • One 30-minute strategy call per month OPERATOR – $995/month ★ Most popular For growing businesses that want to actively manage performance. • Everything in Essentials • Rolling 12-month forecast • Custom KPI dashboard • One 60-minute strategy call per month STRATEGIC PARTNER – $1,495/month For businesses scaling quickly or preparing for financing. • Everything in Operator • Best, base, and worst-case forecasts for hiring, pricing, or financing decisions • Cost and margin analysis by product, customer, or service line • Lender and investor prep as needed • Bi-weekly strategy calls and priority support EVERY PLAN INCLUDES • Onboarding: we review your books, set up your budget and reporting, and agree on your key metrics • Monthly reports delivered by the 10th, once your books are closed • Email support, with replies within 1 business day TERMS • Month-to-month. Cancel anytime before your next billing date. • Payments are non-refundable. • Works from your up-to-date books (QuickBooks, Xero, or similar). If your books are behind, cleanup is quoted separately. • Does not include bookkeeping or tax preparation. We work alongside your bookkeeper and CPA. Not sure which fits? Start with the Free Financial Health Check and we'll recommend one.