Monthly CFO
Keep the owner in front of the numbers.
$3,800 a month
- Monthly report and review meeting
- 13-week cash forecast
- Annual budget
- Phone and email access
Straightforward engagement
Senior finance support, with pricing you can see.
The first 90 days are fixed. After that, work with us month to month with 30 days’ notice.
CFO plus Controller
Bring the close and the forward plan together.
$6,900 a month
- Everything in Monthly CFO
- Month-end close oversight by our controller
- Lender reporting and KPI dashboard
- Quarterly board or partner meeting
One-time projects
For a decision with a defined finish line.
Bank or SBA loan package
$6,000 to $12,000Pricing and margin study
$4,500 to $9,000Second-location or acquisition model
$7,500 to $15,000The first 30 days
Start with the facts, then build the forward plan.
- We read 24 months of your books.
- We meet your bookkeeper and banker.
- We build the budget with you.
A useful first conversation
Bring the question that is keeping you up at night.
Thirty minutes with Teodora, by phone or video. If it is a fit, you will have a written proposal within three business days.
Book a discovery call