Visionary Solution #1 - Foundational CFO Support

Typically for businesses generating $250K–$1M in annual revenue

This engagement is designed for business owners who are ready to move beyond basic bookkeeping and gain true clarity around their finances. At this stage, the focus is on building trust in the numbers, stabilizing cash flow, and creating financial structure that supports the next phase of growth.

  • Core Financial Oversight & Operations

    • Monthly bookkeeping oversight and coordination

    • Monthly account reconciliations

    • Accounts receivable (A/R) and accounts payable (A/P) management

    • Secure personal client portal

    Financial Reporting & Visibility

    • Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

    • Custom financial dashboards

    • KPI tracking aligned to your business goals

    Cash Flow & Planning

    • Cash flow forecasting and cash management strategy

    • Annual budgeting and ongoing budget tracking

    • Budget vs. actual variance analysis

    CFO-Level Insight & Guidance

    • Monthly CFO financial review with insights and recommendations

    • Margin and expense trend analysis

    • Identification of financial risks, cash leaks, and inefficiencies

    • Tax planning coordination with your CPA

    The Outcome

    • Clear, reliable financials you can trust

    • Improved cash flow visibility and predictability

    • Confident day-to-day decision-making

    • Reduced financial stress and overwhelm

Visionary Solution #2 - Strategic CFO Support

Typically for businesses generating $1M–$5M+ in annual revenue

As your business grows, financial decisions become more complex — and more consequential. This engagement is designed for established businesses that require forward-looking financial strategy, deeper modeling, and ongoing decision support to scale profitably and intentionally.

  • Everything in Visionary Solution #1, plus:

    Advanced Forecasting & Modeling

    • Long-range financial forecasting (12–36 months)

    • Scenario modeling (best case, worst case, expected case)

    • Cash runway and growth sustainability planning

    Profitability & Pricing Strategy

    • Pricing analysis and optimization

    • Product, service, or department-level profitability analysis

    • Contribution margin and unit economics review

    Growth & Capacity Planning

    • Hiring and compensation financial modeling

    • Growth capacity planning (people, systems, and cash)

    • Capital allocation and reinvestment strategy

    Strategic CFO Partnership

    • Quarterly strategic financial planning sessions

    • Decision support for major initiatives (hiring, expansion, investments)

    • Investor- and lender-ready financials

    The Outcome

    • Data-backed growth decisions

    • Improved profitability and margin control

    • A clear financial roadmap for scaling

    • Confidence in when — and how — to grow

Visionary Solution #3 - The Inner Circle CFO

Limited to three clients at a time-on-call, real-time financial partnership

This engagement is for the business owner who has outgrown the monthly cadence. At this level, decisions don't wait for a scheduled call — they happen in real time, and you need a CFO who's reachable the moment it matters. The Inner Circle CFO is the closest you can get to having me as your in-house CFO, without the in-house overhead.

  • Everything in Visionary Solution #2, plus:

    Direct, On-Call Access

    • Same-day response via direct message, always

    • No scheduled-call bottleneck — reach me when you need me

    • Priority scheduling across all deliverables and requests Unlimited Strategic Support

    • Unlimited strategy check-ins, with no monthly cap

    • Real-time decision support before major commitments (leases, hires, debt, contracts)

    • First access to me for decisions outside standard scope Proactive Financial Oversight

    • Ongoing, proactive monitoring of cash flow and key metrics

    • Early flagging of financial risks before they become problems

    • Continuous attention to your numbers between formal reporting periods Elevated Strategic Partnership

    • Quarterly deep-strategy planning session (extended beyond standard quarterly reviews)

    • Direct involvement in high-stakes business decisions

    • A true financial partner, not just a financial report The Outcome

    • Confidence to make high-stakes decisions in real time

    • A CFO who is genuinely reachable when it counts

    • Continuous financial oversight, not just monthly snapshots

    • The security of knowing someone is always watching your numbers with you

Learn more about Fractional CFO Services by filling out the form below.