Get a complete, digestible view of your company's financials and key metrics
Bring clarity to the Company's performance, by division
Keep a tight handle on cash flow
Insight into Your Business
Provide insightful reports to your management team, investors, and board
Closely track actual performance vs planned performance
Create and maintain a single source of truth for all financial data and key metrics
Data-Driven Decisions
Make key strategic decisions based on accurate, timely data
Eliminate the uncertainty of not having key data readily available
Be more rigorous about managing your business
What's Included
The Core Package
Accounting Support
We can take on your accounting work or work with your existing staff to make sure all important metrics are tracked appropriately.
Budgeting & Financial Modeling
We will build you a full three statement projections model. We'll then maintain your model, make changes to it as needed, and update it with monthly historicals on a rolling basis.
Financial Reporting
Every month, we provide you with a clear view of your company's financials and key metrics, including a summary of key takeaways of monthly performance vs budget.
Add-On Strategic CFO Support
Want extra support? We can help you think through your key strategic questions.
Learn More >>
Add-On M&A Advisory
Want to grow through acquisition? Want to sell the company?
Learn More >>
Add-On Ad Hoc Analysis
Divisional analysis? Profitability by customer? Acquisition evaluation? We can help.
What's Included
The Core Package
Accounting Support
We can take on your accounting work or work with your existing staff to make sure all important metrics are tracked appropriately.
Budgeting & Financial Modeling
We will build you a full three statement projections model. We'll then maintain your model, make changes to it as needed, and update it with monthly historicals on a rolling basis.
Financial Reporting
Every month, we provide you with a clear view of your company's financials and key metrics, including a summary of key takeaways of monthly performance vs budget.
Add-On
Strategic CFO Support
Want extra support? We can help you think through your key strategic questions.
Learn More >>
Add-On
M&A Advisory
Want to grow through acquisition? Want to sell the company?
Learn More >>
Add-On
Ad Hoc Analysis
Divisional analysis? Profitability by customer? Acquisition evaluation? We can help.
Pricing
1
Setup Phase
We'll clean up your financials, decide with you what the company's key metrics are, make sure they're being tracked appropriately, and build your financial model. This will be priced as an initial setup fee.
2
Maintenance Phase
Every month, we will keep your accounting books accurate and provide you with a complete, clean, and digestible view of your company's financials and key metrics. This will be billed on a monthly basis.
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Optional Add-Ons
We offer strategic CFO services, M&A advisory, and ad hoc analysis as needed. If you'd like support beyond the Core Financial Package, we can offer that at an additional hourly rate or it can be priced and structured based on the circumstances.
* Pricing is dependent on how complex your company's financials are. Contact us for an introductory call and we will provide you with a firm quote.