Strategic Financial Leadership Without the Cost of a Full-Time CFO
Everything included in the Executive Steward Advisory Package, plus:
✓ Monthly financial strategy sessions
✓ Business performance evaluation
✓ Goal setting and financial planning support
✓ Review of opportunities for increased profitability
✓ Strategic recommendations based on financial trends
Advanced Financial Reporting & Analysis
✓ Customized financial dashboards
✓ Key Performance Indicator (KPI) tracking
✓ Revenue and expense trend analysis
✓ Profit margin analysis
✓ Cash flow forecasting
✓ Financial health assessments
Business Growth Support
✓ Assistance evaluating growth opportunities
✓ Pricing and profitability discussions
✓ Expense management strategies
✓ Financial planning for hiring or expansion
✓ Decision-making support using real financial data
Accounting System Optimization
✓ Advanced QuickBooks Online consulting
✓ Workflow improvement recommendations
✓ Process automation opportunities
✓ Review of accounting procedures and internal controls
✓ Ongoing optimization of financial systems
Executive-Level Financial Partnership
✓ Priority communication
✓ Proactive financial recommendations
✓ Quarterly business review meetings
✓ Financial questions answered throughout the month
✓ A trusted advisor who understands your business goals
Ideal For:
✓ Established small businesses
✓ Companies experiencing growth
✓ Businesses with multiple revenue streams
✓ Owners who want financial clarity before making major decisions
✓ Entrepreneurs who need a financial partner but are not ready for a full-time CFO
Strategic Financial Leadership Without the Cost of a Full-Time CFO
Everything included in the Executive Steward Advisory Package, plus:
✓ Monthly financial strategy sessions
✓ Business performance evaluation
✓ Goal setting and financial planning support
✓ Review of opportunities for increased profitability
✓ Strategic recommendations based on financial trends
Advanced Financial Reporting & Analysis
✓ Customized financial dashboards
✓ Key Performance Indicator (KPI) tracking
✓ Revenue and expense trend analysis
✓ Profit margin analysis
✓ Cash flow forecasting
✓ Financial health assessments
Business Growth Support
✓ Assistance evaluating growth opportunities
✓ Pricing and profitability discussions
✓ Expense management strategies
✓ Financial planning for hiring or expansion
✓ Decision-making support using real financial data
Accounting System Optimization
✓ Advanced QuickBooks Online consulting
✓ Workflow improvement recommendations
✓ Process automation opportunities
✓ Review of accounting procedures and internal controls
✓ Ongoing optimization of financial systems
Executive-Level Financial Partnership
✓ Priority communication
✓ Proactive financial recommendations
✓ Quarterly business review meetings
✓ Financial questions answered throughout the month
✓ A trusted advisor who understands your business goals
Ideal For:
✓ Established small businesses
✓ Companies experiencing growth
✓ Businesses with multiple revenue streams
✓ Owners who want financial clarity before making major decisions
✓ Entrepreneurs who need a financial partner but are not ready for a full-time CFO
