Description:

• Budgeting and forecasting helps businesses move from reacting to planning.

• This service is designed for owners who want a clearer financial roadmap, stronger visibility into expected results, and better control over spending, hiring, and growth decisions.

Price Range:

• $750+ for a standalone budget or forecast project

• Included within monthly CFO engagements starting around $2,000+ per month

What We Do:

• Build annual budgets

• Prepare rolling forecasts

• Update projections based on actual performance

• Identify revenue and expense assumptions

• Model payroll, hiring, and overhead changes

• Help management compare actual results to plan

• Adjust forecasts as conditions change

• Turn financial data into practical planning tools

Description:

• Cash flow planning helps businesses understand when cash is coming in, when it is going out, and where pressure points may develop.

• This service is especially valuable for companies experiencing growth, uneven collections, debt obligations, or seasonal swings.

• Cash management is a standard element of outsourced CFO offerings.

Price Range:

• $500+ as a focused project

• Included within ongoing advisory retainers of $2,000+ per month depending on scope

What We Do:

• Build short-term and medium-term cash flow forecasts

• Monitor expected inflows and outflows

• Identify potential cash shortages before they happen

• Review receivable and payable timing

• Help plan around tax payments, debt service, and major expenses

• Support working capital planning

• Recommend ways to improve cash visibility and stability

Description:

• KPI and dashboard reporting gives ownership and leadership clearer visibility into the numbers that actually drive the business.

• This service turns raw financial data into reporting that is easier to monitor, understand, and act on.

• Atlanta and national firms routinely position dynamic dashboards and KPI development as part of outsourced CFO support.

Price Range:

• $750+ for dashboard design and initial setup

  Ongoing reporting support commonly folded into monthly CFO retainers

What We Do:

• Identify the most useful KPIs for the business

• Design management dashboards

• Build monthly reporting packages

• Track trends in revenue, margin, overhead, and cash flow

• Highlight operational and financial performance drivers

• Customize reports for owners, executives, or department leaders

• Improve visibility into business performance

Description:

• Profitability and margin analysis helps business owners understand what is truly generating profit and where earnings may be leaking.

• This service is useful for businesses that want better insight into product lines, service offerings, customer groups, or departments.

• Profitability analysis is a common part of growth-stage CFO work because outsourced CFO services are typically framed around using numbers to actively navigate the business rather than just record results.

Price Range:

• $500+ depending on complexity and reporting depth

What We Do:

• Analyze gross profit and operating margins

• Review profitability by service, product, customer, or location

• Identify higher-margin and lower-margin activity

• Evaluate direct and indirect cost trends

• Highlight areas where profitability is being diluted

• Support decision-making around resource allocation and focus

Description:

• Strategic planning support gives leadership a financial lens for major business decisions.

• This service is designed for owners who need help turning goals into a financial plan and making sure strategy is supported by realistic numbers and operating capacity.

• Aligning finance with strategy and supporting growth-focused decisions.

Price Range:

• $1,000+ for strategy-focused projects
  or included in ongoing CFO retainers

What We Do:

• Translate growth goals into financial plans

• Evaluate the financial feasibility of strategic initiatives

• Support annual and multi-year planning

• Help prioritize initiatives based on financial impact

• Provide leadership with financial perspective on key decisions

• Align planning with reporting, budget, and cash flow realities

Description:

• This service helps businesses prepare clearer, more decision-ready reporting for outside stakeholders.

• Commonly include board communications, board reporting, lender reporting, and investor-ready financial visibility within our core service offering.

Price Range:

• $1,000+ for initial reporting package development

  Recurring support often included in monthly advisory retainers

What We Do:

• Prepare board or lender reporting packages

• Organize financials for external stakeholders

• Summarize business performance in a clearer format

• Build reporting around KPIs, cash flow, and forecast data

• Support presentation-ready reporting for meetings

• Help leadership communicate results more effectively

Description:

• This service provides ongoing financial insight for important business decisions.

• Meant for owners and leadership teams who want an experienced advisor involved in the decisions that shape profitability, cash flow, risk, and growth.

• Senior-level guidance without the cost of a full-time executive.

Price Range:

• $2,000+ per month for ongoing fractional CFO support

  Higher-complexity engagements typically exceed that range

• Hourly work commonly falls around $200+ per hour when priced outside a monthly retainer

What We Do:

• Serve as an on-call financial thought partner

• Support ownership and leadership with major decisions

• Provide financial analysis behind operational choices

• Help interpret results and emerging trends

• Offer ongoing guidance between formal reporting cycles

• Bring structure and financial discipline to decision-making