expanded cfo Plan
The Expanded CFO Plan builds upon the Core CFO Plan by offering deeper financial insights and more comprehensive strategic support. Ideal for businesses looking to take their financial management to the next level, this plan includes everything in the Core CFO Plan, plus annual budgeting, variance analysis, and custom KPIs tailored to your goals.
Key features
Everything in the Core CFO Plan
Annual Budget Development: Detailed budget creation aligned with your business goals.
Actual vs. Budget Variance Analysis: Track your performance against the budget to identify gaps and opportunities.
Custom KPIs: Develop key performance indicators tied directly to your business objectives to monitor progress and adjust strategies accordingly.
ongoing features
Monthly CFO Call (60 minutes): In-depth discussions focused on your financial strategy and performance.
Bi-Weekly Check-In Calls (15-30 minutes): Regular touchpoints to ensure everything is on track and address any concerns.
Unlimited Email or Slack Support: Get quick answers and continuous financial guidance.
Ad-Hoc Phone Support: Available for urgent issues or inquiries.
Why Choose the
expanded
CFO Plan?
The Expanded CFO Plan offers a more comprehensive approach to your financial management, including detailed budgeting and personalized KPIs. It’s designed for business owners who want a deeper level of strategic financial guidance to help grow and scale their business effectively, without the need for a full-time CFO.