How It Works
Here’s how we work together
Assess
First things first: we get clear on your numbers, pain points and goals.
Build
I create a financial strategy tailored to your growth trajectory and tax situation.
Your business grows on solid footing, and you pay as little tax as possible while doing it.
Optimize
We review results together as frequently as needed to make sure you’re comfortable with everything we do.
We anticipate what can happen and make sure you’re prepared for it financially and strategically—all while you stay in control.
CFO Services
The Foundation
We’ll give the business a foundation with a financial model that lets you see exactly where you are numbers-wise. The model will be the starting point for a potential longer-term engagement.
- Profit & Loss Statement, Balance Sheet, Cash Flow Statement
- Budgeted vs Actual Spending
- KPI Dashboard
- Headcount and Compensation Plans
- Scenario Plans (for when things go better or worse than we expect)
Basic
The we-can’t-live-without-it day-to-day finance work:
- Monthly touchpoint to review financial health and status
- Update financial model with actual numbers and new projections—we adapt to and prepare for change
- Monthly budget variances—we figure out why things went differently than planned
- Ad hoc scenario planning
Next Level
Everything included in the Basic package plus:
- Bi-weekly touchpoints
- Tailored strategy & operations projects—so you have a full picture of what will happen to your numbers if a project happens or doesn’t happen
- Ad-hoc projects (e.g., cash management optimization, investor & board reporting materials, equity investor story)
Shorter Term Services
Not ready to commit?
Try Matt out on a daily or weekly basis and see if the fit is right.