Partners CFO

We help you save time and money with the following:

Essentials

Growth

Strategic

Financial Review
Monthly Reports with Analysis
Financial Dashboard
Cash Flow Forecast
Budgets
Goal Setting
1 x 60 min Meeting / Month
Unlimited e-mail Support
Oversee Existing Bookkeepers / Accounting Team
Company KPI Dashboard
Additional 1 x 30 min Meeting / Month
Balance Sheet Forecasts
Detailed Projections / Pro Forma
Scenario Planning

Bespoke Services

Financial Modeling
Start-up Advisor
Board Meeting Presentation
Pitch Deck Preparation
Fundraising Preparation
Due Diligence Preperation
Special Projects

We want to learn about your business

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