Monthly CFO Review
A senior CFO reviewing your numbers and decisions every month.
Monthly CFO leadership on top of the platform: a review of results, variance commentary, a quarterly reforecast, follow-up on every KPI flag, and debt raises when you need capital.
Best for: Growing brands that need CFO judgment but not someone running finance day to day.
What's included
- FP&A Platform and KPI Monitor included
- Monthly review meeting and written variance commentary
- Quarterly reforecast
- Follow-up on KPI flags between meetings
- Lender- and investor-ready reporting
- Debt raises included: lender outreach, materials and negotiation
- Responses within an hour; project turnaround within 24 hours
Scope that flexes with you
Scope flexes up and down. Add a debt raise, pause the monthly review in a quiet quarter, or step down from full management once your systems are running. Change tiers any month without re-onboarding: your data and platform stay the same.
Questions
Is a debt raise extra?
No. Debt raises are included in Monthly CFO Review and Full Financial Management. We don’t take success fees on equity raises.
Can I move up to full management later?
Yes, any month. The platform, data and history carry over.
Other ways to work together
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