Services
Our services are curated to the size, complexity and other unique needs of your business.
Basic
Best for: Companies seeking a sounding board to answer financial questions
Includes:
Annual review of financials and key business objectives
Annual budget support
Quarterly calls with CFO
Standard
Best for: Companies seeking to transform business performance data into meaningful insights for management
Includes:
Monthly review of financials
Monthly financial dashboard
Annual financial planning, including budget and forecast
Monthly calls with CFO
Premium
Best for: Companies seeking a finance expert to lead finance workstreams and strategic projects
Includes:
Monthly review of financials
Monthly financial dashboard
Annual financial planning, including budget and forecast
Monthly calls with CFO
Coordination of service providers
Ad hoc strategy projects
Project Based Support
Scalable assistance for a discrete finance project or question, how we can answer things like:
What’s the best way to create monthly financial statements, so I can track my finances in real time? (i.e. Quickbooks setup)
Which products or services have the best or lowest margins, so I can align my resources? (i.e. Product/service pricing review)
What’s the right inventory levels and reorder points, so I can optimize my cash? (i.e. Inventory management system and sales data review)