Monthly & Weekly Consulting

Who it's for

Owners whose books are already clean and who now need a finance partner to look forward, not just report what already happened. You want a forecast you trust, KPIs that mean something for your business, and a sounding board for the decisions in front of you.

Custom Financial Model

A tailored model that provides a clear picture of your financial past, present, and future. 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 with bookkeepers, CPAs, ops leads, whoever touches the numbers.

Responsive Support

Get ongoing assistance via email and phone calls between scheduled meetings. The questions don't have to wait for the next session.

Weekly clients also receive custom decision-making tools

• 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.

Includes everything in ACE

Foundational accounting guidance is built into the consulting engagement: Align, Control, Evaluate. See the ACE Program →