NonProfit CFO Investment Guide
Fundamental CFO
Includes:
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:
$25,000
/year
Strategic CFO
Includes:
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:
$50,000
/year
Premier CFO
Includes:
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:
$80,000
/year