CFO Partnership Package

The most complete and comprehensive offering, this package is designed to provide you with the financial structure, oversight and leadership your business needs to take it to the next level.

Each month, you will receive:

  • A full analysis of the financial statements, ratio analysis, sales and profitability performance, delivering an in-depth financial package and commentary that provides company leadership the tools and insight with which to manage the business optimally.

  • Regular monthly meetings that will allow us to dive into the identified key areas of concern and develop strategies to address them. 

  • Consistent measurement and focus on company performance vs established goals and targets to ensure we stay on track for success.

  • Access to a Financial Leader available 7 days a week that can become an integral part of the leadership team. 

Outcome: The establishment of a monthly cadence of thorough financial analysis and review that is invaluable, helping optimize the financial health of the company and advancing the operations.  Financial peace of mind for the business owner freeing them up to focus on those areas where they are most needed and perform their best.

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