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Plans for all needs

Strategy, forecasting and reporting -- big, medium, small

  • PERFORMANCE PLUS

    3,600$
    Every month
    YOUR FRACTIONAL CFO
     14 day free trial
    • Everything in PERFORMANCE, plus:
    • Up to 7 forecast scenarios
    • Unlimited meetings for review and strategy
    • CFO support - guidance on key business decisions
    • CPA support - ad hoc 1:1 guidance with our CPA
    • Objectives and Key Results (OKRs)
    • Access to LivePlan software ($500 value)

  • PERFORMANCE

    2,100$
    Every month
    INCREASE YOUR PROFIT
     
    • Everything in Growth, plus:
    • Profit & Loss, Cash Flow, AND Balance Sheet FORECAST - 3 yr
    • Up to 3 forecast scenarios
    • Monthly reports and recast
    • 2 performance review meetings /mo
    • Guidance on key business decisions
    • Access to LivePlan ($500 value)
    • Upgrade plan for unlimited meetings, CFO and CPA support

  • GROWTH

    1,200$
    Every month
    +$1,800 set up fee
    PREDICT YOUR CASH
     
    • Everything in Insights, plus:
    • Cash flow and Profit & Loss FORECAST - 2 yr
    • Monthly report in PDF format
    • 1 review meeting /mo + recast
    • Guidance on sales goals and spending
    • Key Performance Indicators (KPIs)
    • $1,500 set up fee
    • Upgrade plan for more scenarios, strategy, and OKRs

  • INSIGHTS

    500$
    Every month
    +$1,000 set up fee
    KNOW YOUR NUMBERS
     14 day free trial
    • Review Profit & Loss and Cash Flow*
    • Compare to prior periods*
    • Industry comparison Benchmarks*
    • Insights on performance*
    • Interface with bookkeeper for accounting*
    • Prepared monthly report with analysis*
    • *must use Quickbooks Online, Freshbooks or Xero

  • FORECAST STARTER

    1,200$
    Every 3 months
    Baseline forecast + quarterly performance review
     
    • Baseline forecast: P&L, Cash Flow, Balance Sheet
    • Unlimited meetings during first month to establish baseline
    • PDF version of plan for lenders or stakeholders
    • Quarterly performance review reports and meetings
    • Access to LivePlan software

  • Analysis

    6,000$
     
    Financial due diligence for acquisition
     
    • Up to 3 years of key financials reviewed
    • Quality of Earnings Report
    • 2-year financial forecast: P&L, Cash Flow, Balance Sheet
    • 5-year pro forma (3 years prior + 2 year forecast)
    • Ad hoc planning advice: tax, entity, profitability

  • Analysis Lite

    3,300$
     
    Financial review and report for acquisition
    Valid for 2 months
    • Up to 3 years of key financials reviewed
    • Quality of Earnings Report
    • Ad hoc advice for tax or entity
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