Virtual CFO Investment Guide

CFO Fundamental Service

Fundamental CFO

Includes:

Bi-Annual Strategy Sessions

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

Bi-Weekly Touchpoint Call with Principal(s)

Bi-Weekly Meetings with Staff and/or Stakeholders

  • Can be with Internal or External Staff or Stakeholders

  • Regularly Scheduled Meetings​

Work/Strategy Time

  • Prepare for Weekly Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Request Analysis to be Completed by Staff

  • Other Activities as Needed

Plus Referrals to Vetted Professionals

Starting at:

$22,500

+

25% of Gross Revenue Increase

CFO Strategic Service

Strategic CFO

Includes:

Quarterly Strategy Sessions

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

Weekly Touchpoint Call with Principal(s)

Weekly Meetings with Staff and/or Stakeholders

  • Can be with Internal or External Staff or Stakeholders

  • Regularly Scheduled Meetings​

Work/Strategy Time

  • Prepare for Weekly Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Request Analysis to be Completed by Staff

  • Other Activities as Needed

Plus Referrals to Vetted Professionals

Starting at:

$45,000

+

15% of Gross Revenue Increase

CFO Premier Service

Premier CFO

Includes:

Quarterly Strategy Sessions

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

Weekly Touchpoint Call with Principal(s)

Weekly Meetings with Staff and/or Stakeholders

  • Can be with Internal or External Staff or Stakeholders

  • Regularly Scheduled Meetings​

Work/Strategy Time

  • Prepare for Weekly Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Request Analysis to be Completed by Staff

  • Other Activities as Needed

Plus Referrals to Vetted Professionals

Starting at:

$90,000

OR

$75,000

if paid in full