Services & Pricing / CFO Advisory
03 · STRATEGY
CFO Advisory
STARTING AT $2,000 /month
Best for owners whose books are already in good shape and who want a strategic partner to turn the numbers into decisions.
WHAT'S INCLUDED
Monthly profit and cash flow tracking
Cash flow forecasting
KPI dashboards
Performance analysis and scoring
Monthly advisory meeting
Written action plan
Final monthly fee depends on transaction volume, number of active jobs and payroll size. We'll confirm a fixed price after your right-fit call.
HOW IT HELPS
Good books tell you what happened; CFO Advisory tells you what to do next.
Each month we track profit and cash, score your performance against your goals and meet with you to agree on a short, written action plan.
A good fit if…
Your books are current and reliable
You want help with pricing, cash and growth decisions
You'd like a regular sounding board
We work in QuickBooks Online, connected to JobTread if you use it.
YOUR MONTH WITH US
What happens each month.
STEP 1
Track
We track profit and cash each month and update your cash flow forecast.
STEP 2
Analyse
We score your performance against your goals and flag what's changed on your KPI dashboard.
STEP 3
Meet & act
We meet with you, talk through the numbers and agree on a short, written action plan.
COMMON QUESTIONS
Questions about CFO Advisory.
FIT
Do my books need to be current?
PACKAGES
How is this different from Fractional CFO?
MEETINGS
What happens in the monthly meeting?
Yes. CFO Advisory works best when your books are current and reliable. If they’re not, we can start with bookkeeping or a one-time clean-up.
CFO Advisory is strategy only: forecasts, KPIs and a monthly action plan. Fractional Controller / CFO also runs your day-to-day accounting.
We walk through your profit, cash and KPIs, talk about what’s changed and agree on a short, written action plan for the month ahead.