CFO Lite
Just the Basics
Business Strategy
Goal Setting and Tracking
P&L Statement Review
Budget and Forecast Review
Most
Popular
CFO Core
Maximize value for goals & business growth
All CFO Lite offerings plus:
Goal Planning and Tracking
Budget and Forecast Planning
Cash Flow Planning and Analysis
Balance Sheet Review
Benchmarking Services
CFO Executive
Exclusive access to CFOs, emergency support, and an annual in-person strategy and goal-setting day
All CFO Core offerings plus:
Communication with CPA, bankers, and any relevant service providers
Industry Benchmarks
Annual trip to your location for full day of business strategy and goal setting