Small Business CFO Investment Guide

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)

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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

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Referrals to Vetted Professionals

• Legal

• Marketing

• Billing/Coding

• Wealth/Retirement Planning

• Revenue Optimization

• Software/IT

• Others as Necessary

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Starting at:

/year

+ 25% of Gross Revenue Increase

$7,200

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

• Billing/Coding

• Wealth/Retirement Planning

• Revenue Optimization

• Software/IT

• Others as Necessary

Starting at:

/year

+ 15% of Gross Revenue Increase

$10,800

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

• Billing/Coding

• Wealth/Retirement Planning

• Revenue Optimization

• Software/IT

• Others as Necessary

Starting at:

/year

$21,600