Strategic CFO Package
Offering a robust line of products to meet your personal and business needs
Select a product
Where are you going?
I already have a $3M business, how do I go up from here?
What other opportunities do I have to maximize my profits?
I am thinking of retiring in the next 5 years, what do I do with my business?
How do I get my associate's to “buy-in” to the vision of my business
Can I open a second location? How can I expand?
Ideal for business with $3m - $8M in revenue
- A strategic road map for your enterprise
- Financial assessment of pricing, products & COGS
- Cash management
- Improvement of company efficiencies
- Team engagement
- Risk assessments
- Exit strategies & wealth protection
- Monthly reviews and leadership calls
**A monthly all-inclusive package starting at $3,500. No more hourly rates that you cannot control.
Strategic Planning & Review
- Building a roadmap to an $8MILLON enterprise
- SWOT & Competitor Analysis with our leadership experts
- Overall business review with specific strategies and step by step checklists to help grow your business to the next breakpoint
- Tax strategies & saving opportunities
Financial Assessment & Profit Maximization
- Review of financial reports prepared by your internal accounting team
- Evaluation of pricing strategies per product & its COGS
- Assessment & creation of KPIs for your business and industry specific
- Categorizing expenses to meet compliances
Cash Management & Risk Assessments
- Accounts Receivables review and collection procedures
- Accounts Payable policies and assessments
- Monthly budgeting and forecasting guidance
- Debt management
- Internal controls & audits
Growth & Efficiencies
- People, Product & Process – maximizing success
- Best practices for hiring & team member retention
- Associate accountability tools & incentive plans or bonus structures
- General business consulting
- Weekly Zoom Q&A meetings with all monthly clients
- Monthly one-on-one meetings with business owners & our leadership team
- Access to 12 modules of building financial wealth