Get an estimate to have a Virtual CFO working in your business

Initially we create basic business plan with a focus on opportunities, KPIs, financials and create clear 90 days goals and actions. We catch up quarterly and monitor your progress against your goals, hold you accountable and outline the next critical tasks to make sure the business is moving in the right direction.

First, we Take a deep dive into all aspects of your business and get a solid business plan together. From there we have another session to create a process to keep score of your business (aka measure your success). We throw a financial forecasting session in the mix and then have quarterly catch ups to keep you on track.

First, we take a deep dive into all aspects of your business and get a solid business plan together. From there we have another session to create a process to keep score of your business (aka measure your success and KPIs). We also throw financial forecasting and tax planning sessions in the mix. You have access to BOM whenever you need us. We catch up monthly to make sure you’re on track to hit your goals.

In this session we’ll focus ‘on’ the business. We’ll review your past performance and clarify your future direction. You will come out with a one page Business Plan, which will act as a guide for you (and your team) to successfully implement your desired changes.