Strategic Support Beyond the Numbers

Most small business owners know they need bookkeeping, but CFO support takes your finances a step further. While bookkeeping keeps track of the past, CFO services focus on the future — helping you make confident, strategic decisions to grow your business.

Protect Your Profits

Optimize Cash Flow

Tools and strategies to free up money for growth and peace of mind.

Plan Ahead with Confidence

Clear cash and Profit & Loss budgets so you always know where your business is headed.

Price and cost analysis to keep margins healthy and sustainable.

No more second-guessing big moves — you’ll have the clarity and confidence to grow, invest, or scale while staying aligned with your goals and values.

Strategic Guidance for Confident Decision-Making

2. Choose from our a la-carte options

Pricing varies based on the level of support and the complexity of your business.

1. Cash Budgeting & Cash Flow Optimization Advice

• Feature: Creating a budget for your cash flow and implementing tools to avoid cash shortfalls

• Value: Know exactly how much money you’ll have on hand so you can plan ahead, avoid surprises, and sleep better at night.

2. Profit & Loss Budgeting

• Feature: Forecasting revenues and expenses.

• Value: Make informed decisions about hiring, investing, or cutting costs by clearly seeing how your choices will impact profitability.

3. Price & Cost Analysis

• Feature: Review of your pricing and cost structure.

• Value: Set prices with confidence, understand the true cost of your services/products, and protect your margins so your business remains profitable.

Who is this for?
These a la carte services are ideal for newer or more stable businesses that may not be ready for the Premium Bookkeeping package but still want strategic financial insights to improve their bottom line and make decisions with confidence.

1. Add CFO services to your monthly premium bookkeeping package

   Customized for You
   Every business has unique needs. We’ll tailor CFO services to match your goals, with pricing customized for your situation.

   From $1,000/month

Example of a premium bookkeeping package:

• Monthly preparation & review of your books

• Monthly financial reports: Profit & Loss, Cash Flow, and Balance Sheet

• Strategic monthly bookkeeping calls

• Cash & Profit/Loss budgeting

• Cash flow optimization tools & advice

• Strategic guidance for confident decision-making

**Additional ad-hoc analysis, like price and cost reviews, can be added on a la carte.**

Who is this for?

Best for growing businesses seeking ongoing strategic financial support throughout the year .

Two ways two work with us:

The Difference You’ll Experience

With our CFO services, you’re not left figuring things out alone. You’ll gain a proactive financial partner who helps you navigate challenges, spot opportunities, and grow with confidence.

Because at the end of the day, you’re the boss — we’re the guide.

Have any questions?

If you have any questions about the therapies, feel free to contact us.