Foundational financial clarity for growing businesses.

CFO Essential is designed for owners who want reliable financial oversight, clearer visibility into performance, and proactive cash flow management. You’ll gain structured budgeting, quarterly financial and KPI reviews, covenant tracking, and a monthly cash flow forecast—giving you confidence in your numbers and better control over day-to-day decisions.

Best for: Companies with $1M+ in revenue that need a strong financial foundation and consistent guidance without a full-time CFO.

Deeper insight, stronger profitability, and hands-on support.

CFO Plus builds on the essentials with more frequent financial reviews, bi-weekly forecasting, and profitability analysis to help uncover margin opportunities. You’ll also receive support with vendor negotiations, financing, and cost restructuring—turning your financial data into concrete actions that improve cash flow and margins.

Best for: Companies with $5M+ in revenue and are ready to optimize performance and actively improve profitability.

Executive-level CFO leadership to scale, restructure, or transform.

CFO Strategic provides full-spectrum CFO leadership, including weekly forecasting, financial and operational KPI management, cost and break-even restructuring, and hands-on guidance for M&A, turnarounds, and major strategic initiatives. You also gain finance team leadership and coaching to build a high-performing internal function.

Best for: Companies with $10M+ in revenue and are navigating growth, complexity, or major change.