Service Plan
Silver
- Monthly Management Report with Key Insights and Guidance
- Cash Flow Management and Planning
- Process Optimization for Scalable Growth and Cost Savings
- Quarterly 1 on 1 Coaching Call
Gold
- Monthly Management Report with Key Insights and Guidance
- Cash Flow Management and Planning
- Process Optimization for Scalable Growth and Cost Savings
- Monthly 1 on 1 Coaching Call
- Forecasting and Scenario Planning
- Quarterly CFO Management Report Presentation
Platinum
- Monthly Management Report with Key Insights and Guidance
- Cash Flow Management and Planning
- Process Optimization for Scalable Growth and Cost Savings
- Monthly 1 on 1 Coaching Call
- Forecasting and Scenario Planning
- Monthly CFO Management Report Presentation
- Quarterly Business and Owner Tax Strategy Session
- Quarterly Growth Planning Executive Session
- On-Demand Access to CFO
- M&A Transaction Support
- Fundraising and Financing Support
- Exit Planning
- Additional Out of Scope Projects - Price TBD