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CFO Advisory Services - Discover Call
CFO Advisory Services - Discover Call
Regular price
$29.99
Regular price
Sale price
$29.99
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This $29.99 deposit reserves your 30-minute CFO Advisory discovery call. Kevin will contact you within 24-48 hours to discuss your business needs and custom pricing.
✅ Your $29.99 is fully credited toward your first month of CFO Advisory services if you move forward — so the call costs you nothing.
What's Included
- Monthly financial statement review and variance analysis
- Cash flow forecasting and planning
- Budget vs. actual reporting with actionable insights
- KPI dashboard setup and monthly performance tracking
- Pricing and profitability strategy for your products or services
- Strategic financial planning to support growth, funding, and long-term success
- Investor and lender presentation support when needed
- Direct access to a certified financial consultant with 9+ years of FP&A experience
Who This Is For
- Small and mid-size business owners who need executive-level financial guidance without hiring a full-time CFO
- Entrepreneurs who are growing fast but don't fully understand their numbers
- Business owners preparing for funding, a loan, or investor conversations
- Anyone who wants a financial expert in their corner every single month — not just for a one-time session
How It Works
- Schedule your onboarding call to discuss your business size, goals, and financial needs
- Kevin reviews your financials and builds a customized monthly reporting framework
- Monthly sessions cover performance review, forecasting, and strategic planning
- You receive a written summary and action plan after every session
💡 Most business owners don't realize how much money they're leaving on the table until they have a CFO-level eye on their numbers. This service pays for itself.
