Leverage expert CFO guidance for strategic planning and cash flow mangement
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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
Pricing for Profit: the Dollar Store
SUMMARY A business owner using Amazon's fulfillment services blamed increased fees for his company's bankruptcy, highlighting that entrepreneurship is not for the faint-hearted. Leveraging Amazon's vast logistics and customer reach can be beneficial but requires...
Navigating a Partner’s Exit
SUMMARY When a partner exits a company, careful planning and consideration are crucial for a smooth transition. Key factors include a clear buyout agreement, accurate valuation of the partner's interest, and assessing the financial impact on the company. Legal and...
Financial Reviews: CFO, CEO, or Director
SUMMARY Conducting thorough financial reviews before onboarding or after the departure of a CEO, CFO, or Director is essential for maintaining financial integrity and ensuring a smooth leadership transition. These reviews help identify discrepancies, ensure compliance...
