Service 04 — Premium Fractional CFO
Executive-level financial leadership without a full-time CFO.
Strategic financial leadership, forecasting, decision support, and business planning to help companies scale profitably.
What's included
Scope of Engagement
01
Strategic Financial Planning
- Annual planning
- Quarterly planning
- Growth strategy development
02
Financial Forecasting
- Revenue forecasting
- Cash forecasting
- Scenario planning
03
Executive Reporting
- CFO Dashboard
- KPI Tracking
- Board-level reporting
04
Decision Support
- Hiring analysis
- Pricing analysis
- Expansion planning
- Acquisition analysis
- Capital planning
05
Tax & Wealth Coordination
- Tax strategy oversight
- CPA coordination
- Wealth advisor coordination
Premium service levels
Tier 01
Profit Jumpstart™
For emerging CEOs needing structure.
Tier 02
Growth CEO™
For scaling businesses requiring financial leadership.
Tier 03
Legacy CFO™
For established companies focused on wealth creation and legacy building.
Best for
Businesses generating $500K–$5M+ annually.
Ready for clarity on your numbers?
Book a Profit and Tax Clarity Call and we'll map out how this service fits your business.
Book a Profit and Tax Clarity CallTake the next step
Ready to build a financially healthy legacy?
Schedule a discovery call to discuss your tax strategy or CFO needs.
Book a Consultation
Inside the engagement
A seat at your leadership table.
Every CFO partnership begins with clarity — your numbers, your goals, your runway. From there we build the rhythm of forecasting, decision support, and executive reporting that scales with you.