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Service PlansOur Plan GUARANTEE - "We Deliver." If we do not provide you with meaningful results, recommendations or ways to improve your business, we will return your fee. Our Introductory PlanPick one of the service offerings below that best suits your need for an introductory fixed price.
Call now: 1-415-289-5050 Our Monthly PlanThis Plan is designed for business owners who need an oversight review of the company's business and financial activities. This review could conceivably cover a wide range of areas depending on your particular situation or needs. Examples of some of the more common areas are; a review of financial statements (Balance Sheet, Income Statement and Statement of Cash Flows), a review of accounting transactions or methods, budgeting or forecasting processes, business systems, business issues and strategies, a risk management review. This Plan is ideal for using it as your monthly consultation with your part-time CFO. The time can be utilized in a discretionary manner to cover a multitude of possible business concerns and issues within our core competencies. This Plan provides anywhere between 4 and 8 hours of consultation (depending on the size and complexity of the business) with a senior financial management consultant and can be used in any time increment during a 30 day period. Call now: 1-415-289-5050 Our Quarterly PlanThis Plan is designed for clients who need a more comprehensive quarterly review of financials, accounting transactions and/or methods, budgeting and forecasting processes, business systems, analyzing particular business issues and strategies. This Plan is ideal for starting those much needed (and often postponed) projects, such as analysis of financial performance, break-even and ratio analysis, trend analysis, preparation of annual budget or sales and gross profit forecasts, developing improvements to the existing management and financial reporting system, begin implementing performance measurements techniques as a way to manage the business. This Plan provides between 7 and 14 hours of consultation (depending on the size and complexity of the business) with a senior financial management consultant and can be used in any time increment during a 90 day period. Our Other ServicesConsider our other services, available on an "as needed" basis: developing performance measurement capabilities, building your business dashboard, developing business strategies, assisting with mergers and acquisitions, systems implementation, negotiating contracts, lease and credit lines, help with private placements, budgeting, forecasting, hiring finance staff, etc. Let's start with a simple, results-oriented relationship and help you build your business to its real potential. Please keep these two things in mind when considering CFO Plus:
Call now: 1-415-289-5050 |
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