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Monthly and Weekly Consulting

This service elevates your financial management beyond basic accounting, integrating all the foundational guidance from the ACE Program and includes:

Custom Financial Model: A tailored model that provides a clear picture of your financial past, present, and future and includes:

  • Monthly Historical Financials

  • Monthly Profit and Loss, Balance Sheet, and Cash Flow statements

  • Forecasted Monthly Financials

  • Modeling of Company-Specific Key Financial Drivers

  • Key Performance Indicators (KPIs) and Metrics to track your progress.

Active Collaboration: realCFO works closely with your internal and external teams to continuously enhance your accounting processes.

Responsive Support: Get ongoing assistance via email and phone calls between scheduled meetings.

Weekly Consulting clients also receive custom decision-making tools, such as:

  • Make or Buy Analysis: Evaluate critical business decisions with a clear financial lens.

  • Lead to Cash Conversion Analysis: Optimize your sales pipeline for maximum cash conversion.

  • Return on Investment (ROI) Analysis: Assess the profitability of investments in marketing, software, and equipment.

  • And many others: realCFO will help determine and develop any analysis needed to help with your business.

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