Your Part-Time CFO, Your Full-Time Advantage
Financial Strategy
Planning & Forecasting
- Monthly financial reporting (P&L, balance sheet, cash flow statements)
- Financial dashboard creation and maintenance
- KPI dashboard & tracking (custom metrics built around your business)
- Job cost entries and project profitability tracking
- Pricing & margin analysis (find leaks and untapped revenue opportunities)
- Strategic advisory calls
(regular check-ins aligned to your goals)
Planning & Forecasting
Planning & Forecasting
- Cash flow forecasting(rolling 12-month projections)
- Scenario & sensitivity planning(best, base, and worst-case models)
- Hiring & investment modeling (financial impact before you commit)
- Budget vs. actual reporting (monthly variance analysis)
Growth & Capital
Growth & Capital
- Banking & lender support (loan applications, credit line negotiations)
- Investor readiness (pitch deck financials, due diligence prep)
- Business performance reviews (quarterly deep-dive reporting)
- Cost reduction strategies (identify and eliminate unnecessary spend)