Focus: Turn Data Into Strategy and Accelerate Growth

Ongoing CFO Partnership (6-Month Minimum)

Option One: ~20 hours/month
Option Two: ~30 hours/month

Core Partnership Elements

Growth Strategy & Forecasting

Weekly strategic meetings with CEO and Leadership Team

Forecasting and scenario modeling to guide growth and investment decisions

Establish and track strategic milestones in budgeting, forecasting, and capital allocation

Strategic SWOT analysis and action planning

Performance, Profitability & Cash-Flow Optimization

Margin, cost structure, and profitability analysis by product, customer, or market segment

Cash-flow optimization and working capital management guidance

Develop and monitor financial KPIs and targets (revenue growth, cost savings, cash-flow optimization)

Financial Systems, Reporting & Leadership Oversight

Transparent reporting for boards, investors, and lenders

Deliver data-driven insights to inform business plans and performance reviews

Design, implementation, and oversight of financial processes and internal controls

Coordination with CPA partners for tax planning and compliance

Growth positioning and proactive risk mitigation

Additional Support Options

Bookkeeping services

Financial Controller/Cost Accounting services

Operational KPI reports