|
Tailored Onboarding Process to Your Business & Industry
Includes comprehensive reporting and mapping to your business data (Data integrations: Accounting, Operations, Human Resources, Marketing)
|
|
|
|
|
CFO Financial & Management Reporting with Key Insights
24-7 Live Access to Historical and Forecasted Profit & Loss, Balance Sheet, Statement of Cash Flows, Working Capital, Financial Snapshot, and many more
|
|
|
|
|
Annual Budget Development by Key Revenue and Cost Centers
Base, Upside, and Downside Budgets by Key Revenue and Cost Centers
|
|
|
|
|
Monthly CEO/CFO Finance Meeting
Review financial results from prior period, quarter, trailing 3-month, trailing 12-month, and 12-month outlook
|
|
|
|
|
Weekly Review and Updates to 13-Week Cash Flow Forecast
Review and discuss key inflows and outflows, Discuss key working capital decisions
|
|
|
|
|
Annual Go-To-Market Strategy Development & Execution Plan
Mission, Vision, Purpose, Buyer Personas, Ideal Customer Profile, Pricing Strategies, Unique Selling Proposition, SWOT Analysis, Market Position Exercises, Organizational Design, and much more
|
|
|
|
|
Weekly CEO/CFO Same Page Meeting
Review interim progress to monthly and quarterly goals, Discuss action items
|
|
|
|
|
Exit Planning / M&A / Capital Raising / Financing / Investor Relations
Comprehensive CFO support through all types of transactions
|
|
|
|
|
Advanced CFO Management
Executive Compensation Plans, Phantom Stock Option Plans, Sales Commission Plans, Equity Planning, Cap Table Management and Modeling, Tech-Stack Evaluations
|
|
|
|
|
Quarterly CEO/CFO or Leadership Team Growth Planning Executive Session
All-day quarterly planning to set key objectives to achieve annual plan
|
|
|
|
|
Priority, On-Demand CFO & VP of Finance Access
Daily CFO expertise and insights to drive key business decision making
|
|
|
|
|
Monthly Subscription Fees
|
$4K |
$8K |
$12.5K |