CFO SERVICES
CLARITY | STRATEGY | GROWTH
FINANCIAL CLARITY ASSESSMENT
Goal: Assess the past 12 months, identify cash leaks, KPIs, and opportunities for improvement
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Review of income statement, balance sheet, and cash flow statement
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Key Performance Indicator (KPI) Analysis
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Cash flow analysis: identify patterns, timing issues, and hidden drains
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Review recurring expenses and subscriptions
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Identify profit margin issues
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High-level recommendations for improvements ​​
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FINANCIAL STRATEGY PROJECT
Goal: Create a strategic plan for stability and growth
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Build a 12-month operating budget aligned with company goals
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Create a cash flow forecast showing how proposed changes affect profit and stability
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Scenario modeling: “what-if” analysis (e.g., new hires, marketing spend, price changes)
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Profit margin improvement plan: actionable steps to reduce costs or improve pricing
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Strategic recommendations for reinvestment or growth​
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MONTHLY CFO SERVICES
Goal: Ongoing financial oversight and strategic guidance for growth
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Monthly review of financial statements, budget vs actual
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KPI monitoring and reporting dashboards
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Cash flow management and guidance
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Profit margin optimization support
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Forecast updates and scenario modeling
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Strategic planning assistance helping owners make decisions tied to growth goals​
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Grow Your Vision
This is more than numbers on a spreadsheet. It’s clarity, control, and a financial plan designed to support where you’re going. We find the money leaks you didn’t know were there, clean up your margins, and build budgets and forecasts that support the life and business you want. Whether it’s a one-time financial glow-up or an ongoing CFO-bestie partnership, everything we do is designed to help you keep more of your money and turn revenue into real, sustainable profit.
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