As a CFO I’ve spent my career scaling and growing companies. I use a variety of tools and techniques to create a custom financial strategy for your business.
analyze your current numbers
create a strategy to get you where you want to go
implement that strategy
and evaluate your progress and determine next steps.
We handle your finances so you can focus on running your core business!
We’ll upgrade your tech stack to supercharge your productivity!
Get data-backed insights into your future, and grow your business with confidence!
Our CFO Services Include:
Cash Flow Forecasting
Profitability is one thing, but you can be profitable and still be out of cash. We help you project weekly and monthly cash flow forecasts so you never run out of money. Wondering when to hire someone and how much you can afford to pay them? Curious about taking on a new line of credit? This is where we find those answers.
Budgets & Projections
While we don't have a crystal ball, we do love a good spreadsheet. We can create projections for a specific initiative, project or customer so you can make sure you are pricing profitably and know what opportunities are a hell yes and hell no.
Financial Reporting
What good is great bookkeeping if the P&L is full of "Uncategorized Expenses?" We align the categories and accounts to your preferences so you can turn the data into decisions quickly. Need all customer acquisition costs grouped together to measure ROI and pay commissions? Need to see income and costs broken out by business line? No problem. We also have some pretty cool CFO dashboards to help you get on-demand insights.
Metrics & KPIs
Together we define your personal and business goals (financial and non-financial) and how to integrate them into your business operations. We help you define the key performance indicators (KPIs) to track and how to hold your team (and yourself) accountable to making them happen.
Deep Dives
Got a burning question on inventory management, cost reduction, pricing models or employee compensation plans? Using your data and metrics, we can do a deep dive into a specific area to help you make informed decisions in real time. We also have access to industry reporting and statistics to benchmark your data against others in your industry.
CFO Meetings
We meet twice per month for 30 minutes and once per quarter for an hour. Check-in calls are a time to keep us updated on current priorities and challenges so we can identify where to help. Quarterly planning calls include a review of key financial data against KPIs and goals. In between calls, we are available in your own slack channel with your team and ours so nothing gets missed.
CHIEF FINANCIAL OFFICER PACKAGES
Whether your business has grown exceedingly fast, or is struggling to stay afloat, we can always pinpoint the financial steps that have been affected, directly & indirectly. By identifying those areas and improving them, we make sure you’re making the most money you can
We support you by offering our CFO consulting services for a fixed fee. You know exactly what you're paying for, no surprise bills. Our incentives are always aligned with your growth.
CFO Strategy Session
Forecasting & Projections
CFO Dashboard
Scenario Modeling
Business Model Design
KPI Design
Sync Calls & Action Plans
Slack Access
911 Emergency Meetings
Consolidated Reporting (multi-entity)
Industry Comparisons
CFO Lite
Quarterly
$2,500/qtr
CFO Core
Monthly
$3,500/mo
CFO On Demand
Hourly
$300/hr
Copyright © 2024 PASCO CFO CONSULTING. All rights reserved.