top of page

Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.

Make smarter financial decisions with CFO Services

CFO Anytime KPI Dashboards

A Few Companies We've Helped Grow

Spicy Hot Games
Professional Services Bookkeeping and Tax
Coffee Company Professional Services Bookkeeping and Tax
Cafe Professional Services Bookkeeping and Tax

our CFO track record

We’ve helped 15+ customers...

RAISE

$400m

IN CAPITAL

FREE UP AS MUCH AS

$100k

IN LIQUIDITY

How it works

Our Services

Your CFO will become a catalyst for growth at every stage of your business

STAGE 1: ONBOARDING

Financial & Operating Model Build

Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.

CUSTOMIZED MODEL INCLUDES:

  • Profit & Loss, Balance Sheet, and Cash Flow Statements

  • Budget vs Actuals

  • Industry-Specific KPI Dashboard

  • Headcount & Compensation Plan

  • Scenario Planning (Base, Bull, Bear Case)

STAGE 2: STEADY STATE

Monthly Engagement

Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.

  • Monthly meeting to review the company’s financial health & strategic insights

  • Monthly update of the financial model with actuals

  • Monthly Budget vs Actuals analysis

  • Ad-hoc scenario planning to understand the impact of business decisions

Starting at $1,750 /mo billed annually

For a detailed look at pricing, visit our pricing page.

INDUSTRY EXPERTISE

We've seen it all

Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.

  • Technology - (SaaS, AI, Marketplace, Biotech Education, Etc.)

  • Professional Services (Legal, Consulting, Media & Entertainment, Real Estate, Etc.)

  • Financial Services (Fintech, Etc.)

  • Consumer Goods & Retail (E-Commerce & Wholesale)

  • Healthcare (Health Tech, SaaS, PC/MSO, Services, Etc.) 

Get the peace of mind that comes from partnering with our experienced CFO and CPA teams.

See What CFO Anytime Can Do For You

bottom of page