How our Outsourced CFO services work

Make better financial decisions with our In-Person or Virtual services

See What Our Clients Are Saying

Step 1: Let's Talk

We’ll have a 30 minute phone or video call to discuss your situation and answer any general questions you have.

Step 2: Assessment

We’ll sign an NDA and request some financial documents to assess where you’re at & what our engagement would look like.


Cost: $750

Step 3: Meeting

We’ll do a video call to walk you through the assessment findings and our recommended course of action.

Step 4: Engagement Letter

We’ll execute a basic Engagement Letter describing the initial priorities as well as the details of our working relationship.

Step 5: Kick-Off Meeting

A video meeting with our team and your team to get introduced, review the Engagement Letter priorities and address any logistical, technical and scheduling questions.

Step 6: Roll Up Sleeves, Get to Work!

We begin working through the Engagement Letter priorities on a regular cadence.

How We Work Together

Set up, Clean Up & Organize

We’ll start by tackling the ‘low hanging fruit’:

How We Work Together

Ongoing CFO Support

Next, we’ll transition to “Ongoing CFO Support”: