For new businesses with less than $1M in sales who need to get a handle on their books, establish sound financial practices, and want access to expert advice and guidance.

includes:

• Dedicated, certified bookkeeper
• Xero accounting software subscription
• Bookkeeping with accrual method accounting
• Tax-ready financials
• P&L, balance sheet, and cash flow statements
• Historical trend analysis
• Standard Financial Metrics
• Value enhancement recommendations

For established businesses with at least $1M in sales that want to scale and optimize their financial performance.

includes:

• Annual budgeting
• Rolling forecasting, including cash flow forecasting
• Scenario analyses
• Standard Financial KPIs
• Dynamic customizable budget and forecast drivers
• Budget and forecast vs actuals variance analysis and insights
• Strategic financial advisory & decision-making support

For established businesses with at least $1M in sales that are considering raising money or selling in the next few years and want to get their financials optimized and ready for a sale or capital raise, and/or want help going through a sale process.

includes:

• Everything in CFO Growth
• Preliminary business valuation analysis
• Strategic business positioning presentation
• [Add-on] Potential Buyer/Investor List Research
• [Add-on] Earnings Inspection and Red Flag Warnings
• [Add-on] Sale Process Execution
• [Add-on] Due Diligence Management & Support