Fractional CFO Services for fast-growing Agencies
We help ambitious entrepreneurs unlock new levels of growth, take home more profits, and streamline their financial operations.
You can't put off your finances forever...
Revenue is a vanity metric… if your profits aren’t growing with your revenue, something is broken.
Things will only get harder as you grow… more people, more clients, more costs: more headache.
Your accountant will help you keep al your past numbers clean, but what you need is forward-looking support.
If you don't have accurate and timely information about your financial performance… you are operating blind.
You are leaving millions on the table during an exit if your finances are a mess.
Profitability & Peace of Mind
We offer a full range of financial services targeted to your agency's specific situation and goals.
Always with the goal to increase your profitability & reduce any anxiety.
Level 1: Process & Profitability Audit
What you'll get:
Banker-level financial health check
Overview of ways to add more revenue
Overview of identified cost savings & risks
Review of current financial processes & tools
Report with actionable next steps to take
Level 2: Bullet-Proof Finances
Clear actions to solve your challenges:
Complete bookkeeping setup
Complete CFO-Level Finance Dashboard
Implementation of cost-saving initiatives
Creation of investor-proof financial model
Financial planning for hiring or growth
Level 3: Ongoing CFO Support
Putting you back in the drivers seat:
Weekly calls with your CFO
Weekly cash forecasting & planning
Complete CFO-Level Finance Dashboard
Accurate and timely budgets for growth
Professionalizes your entire business
Our solutions
Bookkeeping
$500 p/m
Complete setup
Monthly Financials
Private Slack Channel
Quarterly Review Calls
Full-CFO Service
Custom
Cash Modelling
Live Dashboards
Weekly Support Calls
KPI Setting & Tracking
Budgets and Forecasts
System & Software Setup
"Mini-CFO" Service
$1,500 p/m
Financial Planning
Budgets & Dashboards
Monthly CFO Call
Custom KPIs & Metrics
Risk & profitability tips
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