Who actually needs CFO Services?

Businesses that are looking to think and act in a more strategic manner. At some point in your business, you want to start thinking about the long-term objectives and figure out what are the best ways to achieve those objectives in a profitable way, well that is what you use CFO Services for. 

Monthly CFO Services

  • Monthly practice area profitability analysis

  • Employee compensation and employee ROI analysis

  • Monthly marketing spend ROI financial analysis

  • Financial forecast creation and quarterly updates

  • Monthly team productivity analysis and reporting

  • Client and case value analytics

 Weekly CFO Services

  • Weekly practice area profitability analysis

  • Employee compensation and employee ROI analysis

  • Weekly marketing spend ROI financial analysis

  • Financial forecast creation and quarterly updates

  • Weekly team productivity analysis and reporting

  • Client and case value analytics

Pre-Launch Financial Strategy Session

  • 90 minute review call with our financial experts

  • Pre-launch profitability assessment 

  • Pricing strategy review

  • Fixed, Variable cost analysis

  • Business model recommendations

CFO STRATEGY CALL

  • Two hour 1on1 call with a finance specialist to answer specific questions about your business

  • Customized business case model for your business strategy.

Basic Budget & Forecast Creation

  • Creation of pro-forma Balance Sheet, P&L

  • Alignment of budgeting template and your actual accounting chart of accounts 

  • Creation of budget vs actual template

Custom Financial Modeling & Tool Creation

  • Customized multi-driver forecast model that includes an Income Statement, Balance Sheet, and Profit and Loss

  • Dynamic modeling templates 

  • Employee compensation & ROI planning tools 

  • Creation of a custom cashflow forecast model

Ad Hoc Strategic CFO Projects

  • Creation of  investor pitch decks

  • Financing due diligence support

  • Due diligence reviews for M&A activity

  • Pricing strategy modeling and financial reviews 

  • Creation of custom financial models to include a P&L, balance sheet & cash flow statement

  • Custom automated financial Dashboard Reporting

Bookkeeping+ Monthly CFO Services

  • Bookkeeping+ Monthly Reporting Package - $1,500/month value

  • CFO Services - $2,500/month value

Bookkeeping+ Weekly CFO Services

  • Bookkeeping+ Weekly Reporting Package - $1,500/month value

  • CFO Services - $3,500/month value

Free Resources

Show Podcast Covers.png
BTL Logo.png
Show Podcast Covers.png