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CFO-as-a-Service
CFO-as-a-Service is a flexible way to get the Finance Expertise on demand, without hiring a full-time executive. In this model, an experienced finance leader provides strategic support to your business on a part-time or project basis.
Key components of our CFO-as-a-services include:
Financial Clarity
We turn your numbers into plain-English insights so you understand how your business is really doing — and what to do next.
Forecasting & Budgeting
Plan ahead with confidence. We help you build smart budgets and forecasts so you’re always financially prepared.
Strategic Decision Support
Thinking of expanding, hiring, or launching something new? We model the numbers and give you advice before you take the leap.
Cash Flow Management
Stay on top of your cash. We track and project your cash flow to avoid shortfalls and help you manage growth smoothly.
In essence, CFO-as-a-Service gives you the best of both worlds: high-level financial guidance and strategic insight, without the full-time cost or commitment. Our accounting services take care of your numbers. Our CFO-as-a-Service gives you the financial strategy and oversight to stay on track for growth.
Key components of our CFO-as-a-services include:
Financial Clarity
We turn your numbers into plain-English insights so you understand how your business is really doing — and what to do next.
Forecasting & Budgeting
Plan ahead with confidence. We help you build smart budgets and forecasts so you’re always financially prepared.
Strategic Decision Support
Thinking of expanding, hiring, or launching something new? We model the numbers and give you advice before you take the leap.
Cash Flow Management
Stay on top of your cash. We track and project your cash flow to avoid shortfalls and help you manage growth smoothly.
In essence, CFO-as-a-Service gives you the best of both worlds: high-level financial guidance and strategic insight, without the full-time cost or commitment. Our accounting services take care of your numbers. Our CFO-as-a-Service gives you the financial strategy and oversight to stay on track for growth.
Build for forward looking founders
PRICING
LITE
From
$700
/month
Financial Clarity
- Quarterly management report
- Semi annual physical presentation
- Budget vs actual
Forecast & Budgeting
- Annual budgeting
- Semi annual forecast
- Key assumptions & metrics
Strategic Decision Support
- 2 hours advisory & support
- External stakeholder representation (on request)
Cashflow Management
- Annual cashflow forecast
- Annual (1X physical) financial review
STARTER
From
$1,500
/month
Financial Clarity
- Quarterly management report
- Quarterly physical presentation
- Budget vs actual
Forecast & Budgeting
- Annual budgeting
- Quarter forecast
- Forecast model
- Quarterly forecast update
- Key assumptions & metrics
Strategic Decision Support
- 4 hours advisory & support
- Annual 1 on 1 with business owner
- External stakeholder representation (on request)
Cashflow Management
- Semi annual cashflow forecast
- Banker / Funding representation (on request)
GROWTH
From
$3,500
/month
Financial Clarity
- Monthly management report
- Monthly physical presentation
- Budget vs actual + actual vs previous year
Forecast & Budgeting
- Semi annual budgeting
- Monthly forecast
- Forecast model (dynamic scenarios)
- Monthly forecast update
- Key assumptions & metrics & track with actual
Strategic Decision Support
- 6 hours advisory & support
- Quarterly 1 on 1 with business owner
- External stakeholder representation (on request)
Cashflow Management
- Monthly cashflow forecast
- Banker / Funding representation (on request)
- Detail cashflow projection
PLATINUM
From
$5,000
/month
Financial Clarity
- Monthly management report
- Monthly physical presentation
- Budget vs Actual + Actual vs previous year
Forecast & Budgeting
- Semi annual budgeting
- Monthly forecast
- Forecast model (dynamic scenarios)
- Monthly forecast update
- Key assumptions & metrics & track with actual
Strategic Decision Support
- 8 hours advisory & support
- Monthly 1 on 1 with business owner
- External stakeholder representation (on request)
- External stakeholder representation (on request)
Cashflow Management
- Monthly cashflow forecast
- Banker / Funding representation (on request)
- Detail cashflow projection
Exact price to be determined based on your business size, complexity, and specific needs.
Build for forward looking founders
PRICING
LITE
From
$700
 /month
Financial Clarity
- Quarterly management report
- Semi annual physical presentation
- Budget vs actual
Forecast & Budgeting
- Annual budgeting
- Semi annual forecast
- Key assumptions & metrics
Strategic Decision Support
- 2 hours advisory & support
- External stakeholder representation (on request)
Cashflow Management
- Annual cashflow forecast
- Annual (1X physical) financial review
STARTER
From
$1,500
/month
Financial Clarity
- Quarterly management report
- Quarterly physical presentation
- Budget vs actual
Forecast & Budgeting
- Annual budgeting
- Quarter forecast
- Forecast model
- Quarterly forecast update
- Key assumptions & metrics
Strategic Decision Support
- 4 hours advisory & support
- Annual 1 on 1 with business owner
- External stakeholder representation (on request)
Cashflow Management
- Semi annual cashflow forecast
- Banker / Funding representation (on request)
GROWTH
From
$3,500
/month
Financial Clarity
- Monthly management report
- Monthly physical presentation
- Budget vs actual + actual vs previous year
Forecast & Budgeting
- Semi annual budgeting
- Monthly forecast
- Forecast model (dynamic scenarios)
- Monthly forecast update
- Key assumptions & metrics & track with actual
Strategic Decision Support
- 6 hours advisory & support
- Quarterly 1 on 1 with business owner
- External stakeholder representation (on request)
Cashflow Management
- Monthly cashflow forecast
- Banker / Funding representation (on request)
- Detail cashflow projection
PLATINUM
From
$5,000
/month
Financial Clarity
- Monthly management report
- Monthly physical presentation
- Budget vs Actual + Actual vs previous year
Forecast & Budgeting
- Semi annual budgeting
- Monthly forecast
- Forecast model (dynamic scenarios)
- Monthly forecast update
- Key assumptions & metrics & track with actual
Strategic Decision Support
- 8 hours advisory & support
- Monthly 1 on 1 with business owner
- External stakeholder representation (on request)
- External stakeholder representation (on request)
Cashflow Management
- Monthly cashflow forecast
- Banker / Funding representation (on request)
- Detail cashflow projection
Exact price to be determined based on your business size, complexity, and specific needs.
What Make us Different
How can CFO-as-a-Service help my company?
Your On-Demand Finance Powerhouse
- Access a full finance department without extra headcount
- Strengthen processes and reporting
- Get senior-level financial oversight usually reserved for larger firms
Total Clarity, Zero Guesswork
- Know where your money is going
- Spot risks and plan ahead with confidence
- Say goodbye to financial blind spots
A Stronger, Smarter Business
- Gain solid financial footing and better cashflow
- Enjoy cleaner operations and growth-ready strategies
- Bridge the gap between struggling and scaling
FAQ
How is a CFO-as-a-Service different from an accountant or bookkeeper?
What kinds of businesses benefit most from CFO-as-a-Service?
Do I need CFO services if my business is still small?
Can I keep my current bookkeeper or accountant?
What should I expect in the first 1–3 months?
Your CFO will get to know your business, clean up any gaps, and set up tools like dashboards or forecasts. You’ll start seeing clearer insights and actionable advice within the first few weeks. Most of our clients walk away with actionable financial insights after just one meeting.