Micro CFO Investment Guide
Fundamental CFO
Includes:
2 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 MINS Bi-Weekly Touchpoint Call with Principal(s)
30 MINS 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
-
Billing/Coding
-
Wealth/Retirement Planning
-
Revenue Optimization
-
Software/IT
-
Others as Necessary
Starting at:
/year
$6,000
Strategic CFO
Includes:
3 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 Bi-Weekly Touchpoint Call with Principal(s)
60 MINS 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
-
Billing/Coding
-
Wealth/Retirement Planning
-
Revenue Optimization
-
Software/IT
-
Others as Necessary
Starting at:
/year
$12,000
Premier CFO
Includes:
3 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 Bi-Weekly Touchpoint Call with Principal(s)
105 MINS 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
-
Billing/Coding
-
Wealth/Retirement Planning
-
Revenue Optimization
-
Software/IT
-
Others as Necessary
Starting at:
/year
$18,000