Fractional CFO Services
"Business Financial Planning"
Service Description
Oversee, manage, or consult on all things financial. Allows you to keep a pulse on what is happening in your business. Tracking cash flow and financial planning and analyzing the company's financial strengths and weaknesses and proposing strategic directions. For this service I can do the following on retainer for as needed support, a per-project CFO who can take on your occasional major tasks: - Fractional CFO (Work for your organization part-time fulfilling all of your data needs from budgeting, projections, creating metrics to measure performance/financial health of your business, reporting, cash flow forecast, customer level profitability, etc....) - KPI/Owners' Dashboard Development - Tax Planning - Sales plans - Cash flow forecasts (Weekly or Monthly) - Operating Plans/Budget - Cost Reduction Strategies - Raising Capital and Business Credit Development
Cancellation Policy
Contact us 24 hours before the scheduled session and we can see if you can be put into another available spot or get a summary of content that was covered for session you missed.
Contact Details
+19727704441
info@thelegacyoptimizer.com
