Virtual CFO Investment Guide

Premier CFO
Includes:
Quarterly Strategy Sessions
-
Competitor Analysis
-
Finance Areas of Concern
-
6-12 Month Planning
-
Budget to Actual Reporting
Bi-Weekly Touchpoint Call with Principal(s)
Weekly Work/Strategy Time
-
Prepare for Bi-Weekly Meetings
-
Analyze Financial Statements
-
Coordinate with Finance Staff
-
Request Inputs from Operational Staff to Complete Analysis
-
Other Activities as Needed
Referrals to Vetted Professionals
-
Legal
-
Marketing
-
Wealth/Retirement Planning
-
Revenue Optimization
-
Software/IT
-
Others as Necessary
Starting at:
/year
$48,000

Strategic CFO
Includes:
Quarterly Strategy Sessions
-
Competitor Analysis
-
Finance Areas of Concern
-
6-12 Month Planning
-
Budget to Actual Reporting
Bi-Weekly Touchpoint Call with Principal(s)
Weekly Work/Strategy Time
-
Prepare for Bi-Weekly Meetings
-
Analyze Financial Statements
-
Coordinate with Finance Staff
-
Request Inputs from Operational Staff to Complete Analysis
-
Other Activities as Needed
Referrals to Vetted Professionals
-
Legal
-
Marketing
-
Wealth/Retirement Planning
-
Revenue Optimization
-
Software/IT
-
Others as Necessary
Starting at:
/year
+ 10% of Gross Revenue Increase
$30,000

Fundamental CFO
Includes:
Bi-annual Strategy Sessions
-
Competitor Analysis
-
Finance Areas of Concern
-
6-12 Month Planning
-
Budget to Actual Reporting
Monthly Touchpoint Call with Principal(s)
Weekly Work/Strategy Time
-
Prepare for Monthly Meetings
-
Analyze Financial Statements
-
Coordinate with Finance Staff
-
Request Inputs from Operational Staff to Complete Analysis
-
Other Activities as Needed
Referrals to Vetted Professionals
-
Legal
-
Marketing
-
Wealth/Retirement Planning
-
Revenue Optimization
-
Software/IT
-
Others as Necessary
Starting at:
/year
+ 20% of Gross Revenue Increase
$18,000