Our Services

Services We Provide

Financial Analysis

An in-depth financial analysis is the necessary starting point for working with The CFO Service. Analyzing where you are helps us know how far you can go! The valuation of this analysis varies depending on your business size, bookkeeping accuracy, and complexity of operations. Pricing can range from $500 to $2,000 for a single financial analysis per specific business entity.


Creating an updated forecast every month is included in the basic consulting package offered by The CFO Service. Forecasts are a key component of our services as they allow us to easily spot patterns and trends in your business activity. We can then work to adapt your monthly action plan as needed to get and keep your business on track towards your goals!


The CFO Service can assist you with creating a realistic annual budget for your business based on your defined goals. A budget is important as it serves as a financial guideline throughout the year. The cost for an annual budget depends mainly upon its complexity. The forecasting process runs much more smoothly when an established budget is involved.

Cash Flow Management

Maintaining consistent, positive cash flow should be the #1 priority of any business as, without cash, failure is inevitable. The CFO Service can forecast your cash flow on a quarterly, monthly, or even weekly basis, depending on the specific needs of your business. The cost for this service varies depending on the frequency and complexity of the cash flow forecast.

Strategic Business Planning

The CFO Service will help you strategize on how to achieve the long-term goals you have for your business. Establishing your goals is the first step towards achieving them. If you don't know where you're going, how will you know when you get there? If you need help clearly defining those 1-, 3-, and 5-year business goals, don't worry. We do that too!

Accountability Partner

Working with The CFO Service, you'll have an accountability partner for your business. Together, we'll keep an eye on your financial trends, brainstorm ideas for continued growth and success, and ensure that you stay on track towards your business and personal goals. Seeing you succeed and flourish is our ultimate validation!

Interested in how The CFO Service can support your business growth and success? Schedule a meeting with us!