This is for practices aiming for expansion, multi location growth, or major revenue jumps. You get full CFO-level oversight: forecasting, budgeting, scenario planning, growth strategy, operational refinement, and ongoing leadership support.
Your white glove, done for you finance department. Wall Street level financial development.
Everything in CFO Tier
Weekly strategy meetings
Deep operational involvement
Hiring + compensation modeling
Vendor contract reviews
Full annual FP&A build
Multi location expansion planning
Hands on implementation support
Monthly board-style reporting
M&A and Valuation prep
Vendor pricing negotiations
Priority response
Custom dashboards + KPIs
Investor readiness (if relevant)
This is for practices aiming for expansion, multi location growth, or major revenue jumps. You get full CFO-level oversight: forecasting, budgeting, scenario planning, growth strategy, operational refinement, and ongoing leadership support.
Your white glove, done for you finance department. Wall Street level financial development.
Everything in CFO Tier
Weekly strategy meetings
Deep operational involvement
Hiring + compensation modeling
Vendor contract reviews
Full annual FP&A build
Multi location expansion planning
Hands on implementation support
Monthly board-style reporting
M&A and Valuation prep
Vendor pricing negotiations
Priority response
Custom dashboards + KPIs
Investor readiness (if relevant)