The key to success is to build your foundation strong enough that no matter what storms come, it will not fall.

Foundational CFO Services are ideal for small to medium-sized businesses and startups seeking essential financial guidance to establish a solid foundation for their operations. Whether you're a budding entrepreneur launching your first venture or an established business looking to strengthen your financial management practices, our foundational CFO services provide invaluable support. With our expertise in financial operations leadership, budgeting, and reporting, we help businesses navigate their initial stages of growth, ensuring sound financial practices are in place from the outset. Partner with us to lay the groundwork for long-term financial success and sustainable growth.

Service Level: Entry-Level 

Time Commitment: 1-2 days per week

Communication & Meeting Cadence: We maintain regular communication with your team to ensure transparency and alignment on financial matters. This includes weekly virtual check-ins to discuss progress, address any concerns, and provide updates on key financial metrics. Additionally, we schedule monthly in-person strategy meetings to review financial performance, discuss strategic initiatives, and adjust plans as needed. With our proactive approach to communication, you can stay informed and confident in your financial management processes. 

Scope of Services: Entry-Level CFO Services are tailored for businesses seeking fundamental financial guidance to lay a strong foundation for their operations. With a commitment of 1-2 days per week, our dedicated team provides essential support across key areas of financial management.

Financial Operations Leadership & Team Management: Our Entry-Level CFO Services include oversight of daily accounting functions, ensuring that your financial records are accurate and up to date. We manage cash flow effectively, optimizing liquidity while minimizing financial risks. Additionally, we handle payroll processing, ensuring timely and accurate payments to employees.

Financial Planning and Strategy: We collaborate with you to develop an annual budget that aligns with your business objectives and financial goals. Our team conducts cash flow projections to anticipate future financial needs and identify potential areas for improvement. Basic financial analysis is performed to provide insights into your business's financial performance and inform strategic decision-making.

Financial & Management Reporting and Analysis: Preparation of monthly financial reports is essential for tracking your business's financial health and performance. Our Entry-Level CFO Services include the creation of these reports, ensuring compliance with accounting standards and providing valuable insights into your business's financial position. Additionally, we offer basic management reporting and analysis to help you understand key financial metrics and trends.