Advanced CFO Day

Service Description

Includes: Full audit of financials & KPIs (12 months) 12-month detailed forecast Expansion roadmap (multi-location, scaling staff, funding readiness) Investor/Lender package prep (SBA, bank, investor pitch deck financials) Detailed cost & profit margin analysis Personalized owner pay & wealth-building plan CFO Growth Roadmap + Investor/Funding Package 2 follow-up calls (60 min each) Best for businesses $750K–$2M+ preparing for expansion or funding