Core Monthly CFO
Your Day-to-Day Finance Engine
Our core monthly CFO services provide the foundation your business needs to operate with financial clarity. From detailed cash flow forecasting to accurate monthly reporting and KPI dashboards, we help you stay ahead—proactively, not reactively.
Highlights:
13-week cash flow forecasts
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Custom KPI dashboards
Budget tracking & variance analysis
Scalable Finance for Growing Teams
We function as your fractional CFO—bringing strategic oversight to your numbers without the cost of a full-time hire. Whether you're a startup or an established business, our systems scale with your growth and goals.
Flexible Monthly Packages That Scale With You
Whether you need foundational financial control or deeper strategic insights, our tiered CFO packages are built to match your stage of growth.
CFO Essentials
$
4,000
Monthly
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Monthly cash flow management
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Budget tracking & variance reports
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Monthly financial statements
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Light KPI dashboard
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1 monthly strategy call
Investor Ready
$
6,000+
Monthly
-
Everything in Growth Partner
-
Full financial model buildout (3–5 year forecast)
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Investor pitch support & deck review
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Data room setup & preparation
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Board & stakeholder reporting
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Weekly CFO check-ins (as needed)
Growth Partner
$
5,000
Monthly
-
Everything in CFO Essentials
-
Custom KPI dashboards & performance insights
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Rolling forecasts & scenario planning
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Departmental budgeting
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Bookkeeping oversight
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2 monthly strategy sessions