CFO Service Packages
CFO Service Packages for Growing Businesses
Strategic Financial Leadership That Drives Results
Get the financial visibility, strategic planning, and experienced CFO guidance your business needs to make confident decisions as you grow. Our CFO service packages are designed for small businesses at different stages of growth, allowing you to choose the level of financial support that fits your needs.
Not sure which package is right for your business? We’ll help you determine the best fit during your complimentary consultation.
Every Package Includes
- Direct access to an experienced CFO/CPA
- Strategic financial guidance
- Actionable reporting and recommendations
- Support tailored to your business
Compare Our CFO Service Packages
Starter Package
Who It’s For: Ideal for businesses with less than $2MM annual revenue
Features:
- Monthly strategic review meetings (60 minutes)
- Basic financial dashboard development
- Quarterly forecast updates
- Email support for quick questions
- Gain clear visibility into cash flow and financial performance so you can make confident day-to-day decisions.
- Insights into process and controls for implementations and operations.
$1,500
Monthly
3 month minimum
Growth Package
Who It’s For: Ideal for businesses with $2MM-$4MM annual revenue
Features:
- Bi-weekly strategic review meetings (60 minutes)
- Advanced financial dashboard with custom KPIs
- Monthly forecast updates
- Unlimited email support and scheduled calls
- Product/service line profitability analysis
- Anticipate cash needs, improve profitability, and make informed hiring and investment decisions as your business scales.
$2,500
Monthly
3 month minimum
Scale Package
Who It’s For: Ideal for businesses with over $4MM annual revenue
Features:
- Weekly review of metrics and strategic review meetings (60 minutes)
- Comprehensive financial dashboard with predictive analytics
- Continuous forecast updating priority support
- In-depth margin analysis across all business segments
- Capital structure optimization
- Optimize margins, strengthen capital strategy, and support long-term growth with proactive financial leadership.
$5,000
Monthly
3 month minimum
Not Sure Which Package Is Right?
Your consultation is designed to help us understand your goals, financial challenges, and current stage of growth. We will recommend the appropriate level of support based on what your business actually needs.