Fractional CFO

What’s included


Monthly Analysis

  • Review Profit and Loss Statements and Balance Sheet

  • Identify revenue drivers, profit drivers and cash flow drivers

  • Discuss monthly budget to actual variances

Budgeting & Forecasting

  • Set up an annual budget

  • Develop a cash flow forecasting model

  • Create short and long term goals with a plan to achieve them

Monthly Scorecard

  • Receive monthly metrics and KPIs in an easy to read report

  • Develop monthly objectives

  • Review next steps to accomplish the objectives

Previous
Previous

Accounting