Planning & Monitoring Services

At CFO Business Advisors, we understand the financial issues facing small and mid-size businesses. You need the same financial expertise as larger organizations, but cannot afford a full-time CFO. We'll put you on a path toward success by understanding your strategic objectives, creating a plan that meets those objectives, measuring results monthly and helping you to adjust your business toward your success!

Our services include:

Plan
Initial discusssions and plan preparation. Understanding and aligning your Strategic Objective with your Business Plan. We will create a complete business plan for you including:

• Two years of historical monthly financials
• Current year monthly financials
• Two years of monthly forecasted financials
• Three additional years of annual forecasted financials
• Financial scenarios to see how different variables effect your firm’s valuation

Monitor
Monitor update of your financial plan for actual results.

Correct
Monthly discussion of your results, comparison to plan, discussion of and implementation of adjustments. Ongoing support during the month as issues arise. Improved profitability and business valuation! You’ll always have an updated plan for fund-raising or business sale opportunities!

$1,500 per month (First month free) Add to Cart
$1,250 per month (First month free with a 12 month contract) Add to Cart