Interim CFO Investment Guide

CFO Fundamental Service

Fundamental CFO

Includes:

*If Engagement Lasts 6 Months or More

4 HOUR Bi-annual Strategy Sessions

  • Both Meetings in Person at Client Site

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

30 MIN Weekly Touchpoint Call with Principal(s)

1 HOUR Weekly Zoom Meetings with Staff and/or Stakeholders

  • Option: Split into Half Hour Increments

  • Can be with Internal or External Staff or Stakeholders

  • Option: Regularly Scheduled Meetings or Ad hoc Meetings

    • Note: Two Days' Notice Required for Ad hoc Meetings​

2.5 HOUR Weekly Work/Strategy Time

  • Prepare for Weekly Zoom 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:

$3,000

/month

CFO Strategic Service

Strategic CFO

Includes:

*If Engagement Lasts 3 Months or More

4 HOUR Quarterly Strategy Sessions

  • All Meetings in Person at Client Site

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

60 MIN Weekly Touchpoint Call with Principal(s)

2 HOUR Weekly Zoom Meetings with Staff and/or Stakeholders

  • Option: Split into Half Hour Increments

  • Can be with Internal or External Staff or Stakeholders

  • Option: Regularly Scheduled Meetings or Ad hoc Meetings

    • Note: Two Days' Notice Required for Ad hoc Meetings​

  • 1 Hour per Week Can be Rolled Forward for Up to 30 Days​

5 HOUR Weekly Work/Strategy Time

  • Prepare for Weekly Zoom 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:

$6,000

/month

CFO Premier Service

Premier CFO

Includes:

*If Engagement Lasts 3 Months or More

6 HOUR Quarterly Strategy Sessions

  • All Meetings in Person at Client Site

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • Budget to Actual Reporting

60 MIN Weekly Touchpoint Call with Principal(s)

2 HOUR Weekly Zoom Meetings with Staff and/or Stakeholders

  • Option: Split into Half Hour Increments

  • Can be with Internal or External Staff or Stakeholders

  • Option: Regularly Scheduled Meetings or Ad hoc Meetings

    • Note: Two Days' Notice Required for Ad hoc Meetings​

  • 1 Hour per Week Can be Rolled Forward for Up to 30 Days​

9 HOUR Weekly Work/Strategy Time

  • Prepare for Weekly Zoom 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:

$9,000

/month