Core cfo Plan
The Core CFO Plan provides businesses with essential financial management services on a monthly or quarterly basis. Tailored to meet your unique needs, this plan helps you stay on top of your financial performance with clear reporting, strategic guidance, and ongoing support, all designed to empower you to make confident financial decisions.
Key features
Financial Reporting & Analysis: Regularly updated reports to track the health of your business and highlight opportunities for improvement.
Balance Sheet, Profit & Loss, Cash Flow: Essential financial statements that give you insight into your financial position.
12-Month Rolling P&L Forecast: Proactive planning to help you stay on top of expected income and expenses.
Goal Setting & Performance Tracking: Measure progress against your financial goals and adjust strategies as needed.
ongoing features
Monthly CFO Call (60 minutes): In-depth discussions about your financial performance and strategy.
Bi-Weekly Check-In Calls (15-30 minutes): Regular touchpoints to ensure you’re on track and identify any immediate financial concerns.
Unlimited Email or Slack Support: Quick answers and advice whenever you need it.
Ad-Hoc Phone Support: Available for any urgent financial issues or questions that arise.
The Core CFO Plan is designed to give you clarity and insight into your finances while providing ongoing support to help you make informed financial decisions. With monthly or quarterly guidance, you’ll receive high-level financial expertise tailored to your business needs—without the overhead of a full-time CFO. Take control of your financial future, optimize performance, and ensure your business is on the path to success.
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