Leverage expert CFO guidance for strategic planning and cash flow mangement 

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Empower Your Financial Future

Frequently Asked Questions

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How quickly can you build forecasts and budgets?

CFOE can create forecast in 1 - 4 weeks with minimal time required from you.

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What is the process for working with a CFO at CFOE?

You'll have monthly reviews of your financials, where your CFO provides insights and guidance on forecasts and KPIs.

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What sets CFOE apart from traditional CFO services?

Our expereince CFOs offer personalized support, ensuring inisghts are tailored to your business goals and fostering confidence in decision - making.

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Is there a setup fee for the service?

Yes, a one-time setup fee for $1,500 applies to start services.

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What does the monthly review process involve?

The monthly review process is tailored to provide a general overview of forecasts versus actuals while also focusing on specific goals, such as KPI indicators and interpreting insights. Each meeting ensures that your financial strategy aligns with both overarching objectives and detailed performance metrics.

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What packages do you offer?

CFOE has mutiple packages, including Insights, Growth, and Strategy, catering to different business needs.

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Do you offer performance tracking?

Yes, they provide live KPI tracking and custom dashboards to monitor financial health and business performance.

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How do you ensure transparency in financial reporting?

CFOE uses real-time dashboards to provide clarity and visibility into financial data and metrics.

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Can I integrate CFOE with my existing accounting software?

Yes, CFOE easily integrates with platforms like QuickBooks Online for seamless data management.

Project Focus

Quick, fast, targeted outcomes.

Pro Forma Financial Statements

  • Profit & Loss
  • Cash Flow
  • Balance Sheet
  • Breakeven
  • Investor Report
  • Assumptions Document

Starting at

$ 3,125

Pricing Analysis

  • Cost Structure Analysis
  • Market Pricing Strategy
  • Profit Model
  • Recommendations Report

Starting at

$ 2,500

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