CFO & Advisory Services
IN THE WORLD OF BUSINESS,
increased PROFITABILITY
AND CASH FLOW ARE
your path to
FINANCIAL FREEDOM.
the difference between a frustrating partnership and a fruitful one are in the small, everyday details.
An integrated approach to your business finances with a team that truly cares about you.
Each of our monthly clients gets a dedicated team of finance professionals, including a CFO, senior accountant, tax advisor, and client success manager. Gone are the days of being a middle-man between your bookkeeper and tax accountant or working with a CPA that doesn’t understand your business, goals, or vision. You’ll have multiple eyes on your finances and taxes, and we’ll be the expert so you don’t have to be.
You work really hard, and yet some days, there doesn’t seem to be much to show for it.
In fact, we believe that it is possible to run a successful, profitable business and build wealth without ongoing stress around “financial conversations.”
But in order to do that, you need a clear picture of where you stand, to understand your short-term needs, and a long-term vision. You need a strategic plan that elevates your business today and builds wealth for years to come.
The metrics and data already exist. It’s the clarity that’s buried in confusion, avoidance or an overly complex financial system.
THE FRAMEWORK BEHIND THE NUMBERS
We don’t just track numbers—we use our proven framework to help you grow profitably, protect your profits, plan with confidence, and build lasting wealth.
OUR SERVICE TIERS
The Cash Flow CEO Intensive
What’s Included in our 60-Day Intensive
Strategic Financial Assessment
You’ve already proven you can build a thriving business. Strong revenue, consistent sales, and a growing team show that your model works. In Phase One, we capture what’s driving that success and identify how to amplify it into an expansion plan and long-term wealth.
Profit Drivers & Business Model Reset
With your baseline established, we’ll help you define your true financial goals, model out different business strategy shifts and scenarios, and identify the KPIs and milestones that matter. This phase ensures your future decisions for expansion, pricing, marketing, hiring, and capital move you closer to personal wealth and enterprise value, not further from it.
Financial System & Reporting Audit
Our team will review your financial systems, from invoicing to banking to payroll, to recommend improvements to your cash cycle and protect your profits. We’ll also recommend changes to your financial reporting structure so you can more easily understand and leverage your financial reports.
Roadmap to 7-Figure Expansion
We connect your business performance and growth plan directly to your personal wealth goals to identify exactly what you need to use your growth to build your first or next seven figures in personal wealth from your business. You’ll leave with a complete financial roadmap — a clear path for how your business expansion will fund 7-figure personal wealth and long-term freedom.
CFO Strategy Sessions
The intensive includes two private strategy sessions with one of our CFOs to review your assessment, map out your goals, model out different growth scenarios, and create the exact roadmap that connects today’s profit to tomorrow’s 7-figure wealth.
Customized Roadmap Document
We’ll document our assessment findings, your roadmap, business model recommendations, and financial system recommendations in a document that you can share with your leadership team and that we will reference if you transition to ongoing CFO or Profit Suite support.
Financial Foundation Reset {Optional}
If your books aren’t up to date or accurate, we’ll begin with a short clean-up phase where our accounting team will get your YTD transactions coded and reconciled. This ensures the data we use in your intensive is complete and reliable.
Private CFO & Advisory
What’s Included in our Private CFO & Advisory Service
Private Advisory Support
Your dedicated CFO will help you create a strategy to optimize cash flow and wealth creation from your business. We’ll map out your exit strategy, business and financial goals, and do a deep dive quarterly to track your progress and update your goals.
Financial Planning & Forecasting
Our team will create an annual budget to show you how you can hit your goals in the upcoming year, and will update your forecast through the year to track progress. We’ll also update your cash forecast monthly or weekly to help manage cash flow.
Financial Reporting & Oversight
We oversee your accounting function and deliver customized financial reporting, keeping a clear pulse on the business every week or month. Our team reviews and adjusts the financials to ensure accuracy, with insights by offer, location, or business line so you can make smarter, faster decisions.
Tax Strategy & Optimization
Feel like you’re behind the 8-ball with your taxes? We’ll incorporate taxes into your business & wealth strategy to help you pay less in taxes (legally) and keep you on top of payments throughout the year so you can maximize cash flow.
Back Pocket Finance Team
You’ll have 1:1 touchpoints with your team, including monthly calls and email with your CFO to brainstorm and strategize, quarterly deep dive strategy calls, and a private communication channel in case things come up between calls.
+ Optional Add-Ons
Monthly or Weekly Bookkeeping
Our in-house team will take care of your bookkeeping so you don’t have to worry about managing another team member. We’ll integrate and automate your accounting system where we can, and make sure your financials are timely and tax-ready.
Tax Preparation and Compliance
Our team will handle income tax compliance, including filing your business and personal income tax returns each year. We can also file sales tax, property tax, or other businesses taxes, if applicable.
Payroll Support
Our internal team will support you by calculating and running payroll, onboarding and offboarding employees in your payroll system, and monitoring your payroll filings.
The Profit Suite
What’s Included in The Profit Suite
Private Advisory Support
You’ll have biannual 1:1 strategy sessions with a dedicated CFO to set goals, review progress, and dive deep into how you can increase profits, plus a live Strategy Hub document that maps out your model for sustainable growth, profits, and owner pay.
Monthly Financial Reporting
Our team will review your financials each month and deliver a management reporting package so you can keeping a clear pulse on the business each month. Our team adjusts the financials to ensure accuracy, with insights by offer, location, or business line so you can make smarter, faster decisions.
Quarterly Financial Reviews
Each quarter, our team will share an overview of your most recent business financial performance, highlighting trends, risks, and action steps to keep you on track to your goals throughout the year.
+ Optional Add-Ons
Monthly Bookkeeping
Our in-house team will take care of your bookkeeping so you don’t have to worry about managing another team member. We’ll integrate and automate your accounting system where we can, and make sure your financials are timely and tax-ready.
Payroll Support
Our internal team will support you by calculating and running payroll, onboarding and offboarding employees in your payroll system, and monitoring your payroll filings.
Tax Prep, Planning, and Strategy
Our team will file your business and personal income tax returns each year. Feel like you’re behind the 8-ball? We’ll help you strategize on how to pay less in taxes (legally) and keep you on top of payments throughout the year to maximize cash flow.
Investment
Cash Flow CEO Intensive: $7,500 or two payments of $3,750; financial statement cleanup starts at $2,500 for up to 25 hours of accounting support.
Private CFO & Advisory: $3,000 to $6,000 and up per month for CFO advisory support + applicable fees for accounting, tax, and payroll add-ons; one-month onboarding fee applies, but is waived with our 60-Day Intensive.
The Profit Suite: $1,500 to $2,500 and up per month for advisory support + applicable fees for bookkeeping, tax and payroll add-ons; one-month onboarding fee applies, but is waived with our 60-Day Intensive.
Most clients invest $3,500-$6,000 per month for Private CFO & Advisory support or $2,000-$2,500 per month for The Profit Suite, depending on size and complexity of their business and the level of support and reporting needed.
No long-term contracts (although our average client stays for more than 3 years)
Monthly and weekly payment options available