Executive-Level Financial Guidance
Without the Executive Salary.
Get strategic CFO services, financial planning, and growth advisory for a fraction of the cost of a full-time CFO.
Growing Businesses Need
Strategic Financial Leadership.
The Challenge: You've grown past basic bookkeeping but can't justify a $200K+ CFO salary. You need:
Strategic financial planning, not just historical reports.
Cash flow forecasting to avoid surprises.
KPI tracking to measure what matters.
Expert guidance on growth decisions.
Someone to translate numbers into strategy.
The Solution: Fractional CFO services that give you high-level financial leadership at a fraction of the cost.
Comprehensive
CFO Services.
Strategic Planning & Analysis.
Annual business planning and budgeting.
3-5 year financial projections.
Scenario modeling and "what-if" analysis.
Growth strategy development.
Market analysis and competitive positioning.
Business model optimization.
Pricing strategy analysis.
Cash Flow Management.
13-week cash flow forecasting.
Working capital optimization.
Cash flow improvement strategies.
Accounts receivable management.
Vendor payment optimization.
Banking relationship management.
Line of credit management.
Financial Reporting & KPI's.
Executive dashboard creation.
KPI selection and tracking.
Monthly management reports.
Variance analysis (budget vs. actual).
Departmental P&L reporting.
Project/product profitability analysis.
Custom reporting for stakeholders.
Advisory & Consulting.
Monthly or bi-weekly strategy meetings.
Business performance reviews.
Decision support and analysis.
Risk assessment and mitigation.
Process improvement recommendations.
Team financial training.
Board presentation preparation.
Growth & Funding Support.
Funding strategy and preparation.
Investor pitch deck financial support.
Bank loan application preparation.
Financial due diligence support.
Business valuation guidance.
Acquisition target analysis.
Exit planning and preparation.
Advanced Financial Services.
Profitability analysis by customer/product/service.
Break-even analysis.
Capital expenditure analysis and ROI.
Inventory optimization (for product businesses).
Unit economics analysis.
Customer lifetime value (LTV) calculations.
Customer acquisition cost (CAC) analysis.
Perfect For
Growing Businesses ($500K-$10M revenue).
You've outgrown basic bookkeeping and need strategic financial leadership to scale.
Businesses Seeking Funding.
Prepare for bank loans, investor funding, or acquisition with strong financials and projections.
Profitable But Uncertain Companies.
You're making money but don't understand your true profitability or where to focus next.
Companies with Complex Financials.
Multiple locations, entities, products, or revenue streams that need sophisticated analysis.
Why FIG.
Strategic Decision Making.
Make decisions based on data and projections, not gut feelings. Know the financial impact before you act.
Improved Profitability.
Identify profit leaks, optimize pricing, cut waste, and focus resources on what drives the most profit.
Confident Growth.
Scale with confidence knowing your cash flow can support growth and you have a strategic roadmap.
Investor & Lender Ready.
Present sophisticated financials that impress banks, investors, and potential buyers.
Peace of Mind.
Sleep better knowing an experienced CFO is monitoring your financial health and guiding your strategy.
Fraction of the Cost.
Get CFO-level expertise for 10-20% of a full-time CFO salary ($200K-$300K+).
What's the Difference Between a Bookkeeper and a CFO?
Bookkeeper:
Records historical transactions.
Prepares financial statements.
Ensures accuracy.
Looks backward.
CFO:
Analyzes financial data
Creates forecasts and budgets
Provides strategic guidance
Looks forward
You Need Both: Bookkeeping tracks where you've been. CFO services guide where you're going. We provide both.
how
it works.
Step 1: Discovery Session (Week 1) We meet to understand your business, goals, challenges, and current financial state.
Step 2: Financial Assessment (Weeks 2-3) We analyze your financials, identify opportunities and risks, and develop recommendations.
Step 3: Strategy Development (Week 4) We create your custom CFO service plan including KPIs, reporting cadence, and strategic priorities.
Step 4: Ongoing Partnership (Monthly/Bi-Weekly) Regular strategy meetings, continuous financial monitoring, and proactive guidance.
Getting Started Is Simple.
What's the difference between a bookkeeper and a CFO?
Bookkeepers record history (transactions, reports). CFOs create strategy (forecasting, planning, analysis). Both are essential.
Can I get CFO services if I already have a bookkeeper?
Absolutely! We work with your existing bookkeeper or provide both services.
How often will we meet?
Typically monthly or bi-weekly depending on your needs and package level.
What if I need help between meetings?
You have direct access via email and phone for urgent matters.
Is this like hiring a full-time CFO?
You get the strategic expertise of a CFO at a fraction of the cost, without the salary, benefits, or long-term commitment.
How quickly will I see results?
Most clients see immediate value from cash flow insights and strategic guidance within 30-60 days.
Do I need a certain revenue level?
We typically work with businesses doing $500K+ in annual revenue, but we evaluate each situation individually.
related services
Bookkeeping Services.
CFO services require accurate bookkeeping. We provide both.
Tax Planning.
Strategic tax planning complements CFO advisory perfectly.
Business Valuation.
Understand what your business is worth.
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