Leverage expert CFO guidance for strategic planning and cash flow mangement
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Empower Your Financial Future
Compliance Starter
starting at- Monthly bookkeeping + reporting
- Compliance checks (tax deadlines, filings)
Growth Core
starting at- Everything in Starter
- KPI dashboard (cash runway, burn rate, profitability metrics)
- Quarterly strategy session
CFO Enrollment Elite
starting at- Everything in Core
- Capital readiness (investor decks, bank DSCR analysis, audit-prep)
- Monthly CFO strategy calls
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
How to Use a Pre Audit Assessment as a Growth Opportunity
SUMMARY: A pre-audit assessment is more than just a compliance measure—it’s a strategic tool for business growth. By identifying inefficiencies and opportunities, companies can enhance their financial health and streamline operations. In the dynamic landscape of...
Hidden Costs of Poor Audit Preparation
The Hidden Costs of Poor Audit Preparation: How a Pre-Audit Assessment Can Save You Money SUMMARY: Improper audit readiness can lead to costly fines, penalties, and delays. A pre-audit assessment identifies compliance gaps early, saving your business time, money, and...
How to Streamline the Audit Process and Avoid Common Pitfalls
How to Stay Ahead of Changing Regulations SUMMARY: A well-managed audit can significantly reduce stress and streamline operations. By preparing ahead, organizing documentation, and maintaining clear communication, businesses can avoid common pitfalls and ensure a...
