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

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

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

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