Leverage expert CFO guidance for strategic planning and cash flow mangement
* Choose Annual and save!
Empower Your Financial Future
Insights
starting at- Financial Planning and Analysis (FP&A)
- Capital Structure Advice
- Cash Flow Management
- Accounting Setup
- Compliance and Regulator Guidance
- Business Model Validation
Growth
starting at- Advance FP&A
- Performance Metrics
- Financial Reporting
- Cost Management
- Investment Analysis
- Strategic Planning
Strategies
starting at- Optimization of Financial Processing
- Risk Management
- Mergers & Acquisition
- Long - term Financial Strategy
- Tax Strategy and Compliance
- Succession Plannning
Frequently Asked Questions
How quickly can you build forecasts and budgets?
CFOE can create forecast in 1 - 4 weeks with minimal time required from you.
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.
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.
Is there a setup fee for the service?
Yes, a one-time setup fee for $1,500 applies to start services.
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.
What packages do you offer?
CFOE has mutiple packages, including Insights, Growth, and Strategy, catering to different business needs.
Do you offer performance tracking?
Yes, they provide live KPI tracking and custom dashboards to monitor financial health and business performance.
How do you ensure transparency in financial reporting?
CFOE uses real-time dashboards to provide clarity and visibility into financial data and metrics.
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
CFO Insights
Budgets and Projections
SUMMARY A budget outlines expected revenues and expenses over a specific period, guiding short-term financial management and ensuring operational stability. Financial projections estimate future financial performance, helping plan for long-term growth and secure...
Advice from Successful Entrepreneurs
SUMMARY Successful entrepreneurs offer valuable financial lessons such as the importance of resilience, exemplified by Jack Ma's persistence despite repeated failures. Understanding market and user needs, as highlighted by Sandi MacPherson's experience, is crucial for...
Understanding Business Co-Ops
SUMMARY An ideal image to describe a business cooperative would depict a diverse group of individuals working together collaboratively. This could include people sitting around a table engaged in a discussion, working together on a project, or participating in a...
