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Available Online

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

To cancel or reschedule please contact us 24 hours before your scheduled appointment.


Contact Details

972-770-4441

info@thelegacyoptimizer.com


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