Foundational CFO Services for Growing Businesses

Our approach is built on understanding before advising. All engagements begin with our Financial Compass Analysis to ensure we fully understand your business before making recommendations. This foundational step allows us to provide targeted strategies that directly address your unique financial challenges and opportunities.

Our Financial Compass Services Include:

• Cash Flow Forecasting & Management
• Profitability Analysis by Service/Product
• Budget Development & Monitoring
• Key Performance Indicator (KPI) Tracking
• Strategic Decision Support
• Financial Goal Setting & Roadmapping

• Generate $100K-$2M in annual revenue
• Have outgrown basic bookkeeping services
• Are focused on sustainable growth and scaling
• Need financial guidance without the full-time CFO cost
• Want to make data-driven business decisions
• Seek to improve profitability and performance
• Require forward-looking financial strategy

         Step 1:  Financial Compass Analysis 

• Review current financial situation
• Identify growth opportunities
• Assess business metrics

         Step 2: Strategy Development 

• Create custom financial dashboard
• Establish key performance indicators
• Design implementation timeline

         Step 3:  Implementation & Support 

• Regular performance reviews
• Quarterly financial updates
• Ongoing strategic guidance

• Secure & Confidential 
  • Bank-level encryption
  • Secure client portal
  • Strict privacy standards

• Professional Expertise 
  • Experienced small business financial professionals
  • Strategic business approach
  • Clear, actionable communication

• Client-Focused Service 
  • Judgment-free guidance
  • Prompt responses
  • Year-round support

• Initial Financial Compass Analysis: Starting at $1,200 
  • Includes comprehensive assessment of your current financial position
  • Identifies key opportunities and challenges
  • Provides actionable recommendations

• KPI Dashboard Development: $750 
  • Custom financial metrics tailored to your business
  • Visual representation of key performance indicators
  • Automated tracking and reporting

• Ongoing Support Options: 
  • Monthly Service: $500-$1,000/month (based on business complexity)
  • Quarterly Review Sessions: $450 per session
  • Annual Financial Strategic Planning: $1,800

Value-Add Package: Bundle Initial Analysis + KPI Dashboard + Quarterly Reviews for 12 months: $3,190.00 (15% savings).

Note: Our Financial Compass services bridge the gap between bookkeeping and full CFO services, providing the strategic guidance you need at this stage of your business growth.