Focus: Organize, Stabilize, and Gain Financial Clarity.

Ongoing CFO Partnership (3-Month Minimum)

Option One: ~10 hours/month
Option Two: ~15 hours/month

Core Partnership Elements

Financial Reporting and Insight

Monthly financial review and cash-flow forecast

Quarterly financial summary with key-metric analysis

Development of financial KPIs and targets (revenue growth, cost savings, cash-flow optimization)

Systems, Controls & Efficiency

Oversight of accounting / ERP systems for improved efficiency and transparency

Foundational process improvement: internal controls and reporting systems

Expense and vendor review with cost-saving recommendations

Strategic Leadership & Planning

Twice-monthly strategic meetings with CEO and Leadership Team

Annual budget and rolling 12-month projection

Coordination with CPA for proactive tax planning

Adaptive problem-solving and flexibility as priorities evolve

Additional Support Options

Bookkeeping services

Operational KPI reports