Fractional CFO
Investment Guide
Fractional CFO Services
Access to a Growth-Focused Fractional CFO
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Allow YOU to Buy Back Your Time
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Listen to Your Concerns/Ideas
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Lead Your Finance Team
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Not Give One Word Answers/Grunts
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Tell you when I don't know
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Provide Proactive Recommendations
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Implement/Track/Revise Strategies
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Analyze Your Financial Statements
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Collaborate with Your Operational Teams
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Make referrals to complementary professionals
Bi-Weekly Touchpoint Call with Management
Quarterly Strategy Sessions
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Create Strategies to Buy Back Your Time
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Assist in making Proactive Decisions
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Review Financials Areas of Concern
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3, 6, and 12-Month Planning
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Budget to Actual Reporting
Why this Fractional CFO?
NO JUDGMENT
We’ve all made mistakes with our finances (even me). But, that shouldn’t stop us from moving forward to achieve our goals.
I MEET YOU WHERE YOU ARE
Whether you have an MBA from Wharton or no degree at all we’ll partner together to achieve profitable growth for your agency.
ANOTHER VOICE IN THE ROOM
We all need to surround ourselves with strategic advisors. I’m going to provide you with options and strategies to achieve your Vision and turn it into Reality.
A HOLISTIC VIEW OF YOUR FINANCES
Every decision you make impacts your finances. I’m not going to just read the numbers from your financial reports. I’m going to interpret them for you and tell you the story behind them then use them as a tool to achieve your goals.
Investment Options
Whether you’re seeking a long-term advisor or a strategic CFO service to bridge the gap, I'm ready to hit the ground running and help you achieve your digital marketing agency's financial goals.
PREMIER
CFO Partnership
Starting at:
$4,000
per month for a 12-month agreement
STRATEGIC
CFO Partnership
Starting at:
$4,000
per month for a 6-month agreement
FUNDAMENTAL
CFO Partnership
Starting at:
$4,000
per month for a 3-month agreement