Virtual CFO Investment Guide

CFO Premier Service

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

Schedule A Consult
CFO Strategic Service

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

Schedule A Consult
CFO Fundamental Service

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

​

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Starting at:

/year

+ 20% of Gross Revenue Increase

$18,000

Schedule A Consult