There's more to wearing the CFO hat than looking at financials and staying on top of the budget. There are projects and ongoing monitoring that should be happening. Our CFO function serves to help you identify your financial KPIs, projects, and goals. Then we think like a CFO and prioritize them so we can focus on the next steps that count.
Monthly Ongoing:
Identify your financial KPIs (key performance indicators)
Implement the systems that will present your KPIs visually for ongoing management
Custom KPI reporting dashboard & alerts
Identify financial projects and goals
Understanding your money story and your options for future planning
Weekly or bi-weekly CFO meetings
Investment: $3,500/month
Additional project-based CFO services:
Analyzing profits by practice areas and matter types
Converting from hourly to flat-rate billing
Creating an airtight account receivable system
Building a simple accounts payable SOP
Analyzing team structure and performance to scale
Building a numbers-driven marketing analysis
Analyze your revenue and expense formulas to plan for growth
Creating ROI tracking on marketing dollars
Create a comprehensive KPI dashboard
Investment: Assessed Individually