CFO Package

Outsourced CFO

Bringing in an outsourced chief financial officer (CFO) is essential to the success of many businesses. As the individual responsible for managing the financial actions of your company, a CFO can offer you invaluable insights and deliverables to help your business thrive. At Profit Matters, we offer customized, all-inclusive CFO packages so that you can get all of the financial help you need from a single, highly qualified individual.

Why Hire a CFO?

Most small businesses fail within their first five years. Often, this is due to poorly managed cash flow and/or a lack of professional financial planning. Hiring a CFO ensures that you have someone on your side with broad experience and financial expertise that can help you with any financial challenges your company might face, as well as everyday financial management.

It also gives you more time to focus on running your business, rather than bookkeeping, accounting, and other financial duties that you may not be well equipped to handle. Additionally, a CFO can ensure the improved quality and timeliness of your financial information and offer sound advice to help you improve, analyze, and interpret your financial data in the future.


What Does Your CFO Package Include?

Our comprehensive CFO package includes access to a CFO to oversee the financial operation of your business. Your CFO will be responsible for:

  • Entering or matching transactions in the bank feed
  • Receipt management/tracking/coding
  • Reconciling all bank, credit card, and loan accounts
  • Emailing monthly financial statements
  • Accounts payable, accounts receivable, payroll, sales tax
  • Developing a solid financial plan
  • Building a monthly budget and comparing actuals to estimates
  • Implementing cost-saving strategies and negotiating pricing with vendors
  • Overseeing the accounting and tax process
  • Tax planning and preparation
  • Reporting and measuring financial performance
  • Dashboard and KPI review
  • Cash flow analysis and management
  • Assistance with capital raise and debt covenants

Our CFO package also includes a certified public accountant (CPA) as a single point of contact to oversee your team and review your work, as well as access to our Teamwork Projects software for ongoing collaboration and management. We also offer à la carte options, add-ons, and customized monthly plans. Unlike other outsourced CFO services, you can upgrade, downgrade, or cancel at any time.

 

Get Started

If you’re looking to elevate your financial strategy, overcome challenges, accelerate business growth, and maximize profits, then the all-inclusive CFO package from Profit Matters can help. To get started and discuss pricing options, schedule a strategy session with one of our consultants today.