What a CFO partner does
Bookkeeping tells you what happened. CFO work uses that information to decide what happens next: what to charge, when to hire, whether to buy the next truck or piece of equipment, and how much cash to keep in reserve for the slow season.
What’s included in Strategic CFO Partnership
- Everything in Profit & Cash Flow, including monthly bookkeeping and job reporting
- Annual budget and ongoing budget-to-actual review
- Rolling financial forecast
- Agreed business KPI dashboard
- Pricing, hiring, and major-purchase analysis
- Two strategy meetings per month
- Defined action priorities and follow-up
When you need more
For businesses that need weekly leadership meetings, coordination with internal staff or implementation of financial processes, Custom CFO & Operations Support is scoped individually.
Common questions
Do you offer advisory-only CFO support?
If you already have a bookkeeper, ask about an advisory-only engagement. These are scoped and quoted individually.
Does a CFO package include payroll and bill payment?
No. Payroll, bill payment, invoicing and collections are separate operational services that can be added to a custom proposal.