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CFO Financial Advisory Services: Unlock Financial Mastery and Strategic Growth

At Simple Financials, our CFO Financial Advisory Services provide tailored financial solutions designed to give you deeper insight into your business’s financial health. Whether you’re preparing for growth, restructuring, or planning an exit, our services offer the clarity and strategy you need to make informed decisions that drive success.

Why Choose Our CFO Financial Advisory Services?

Most business owners don’t know which metrics truly drive growth or how to track them effectively. Do you know your customer acquisition cost? Are you aware of how your margins have changed over time? Is your business leveraging debt efficiently to grow? Our CFO services help answer these critical questions, and more, while providing you with actionable strategies.

We offer:

  • Insight-Driven Financial Analytics: We provide in-depth, customized reporting that cuts through the noise to focus on what matters most.
  • High-Impact Financial Strategy Sessions: These sessions offer strategic deep dives into your financials, helping you turn insights into actions that drive efficiency and growth.

Insight-Driven Financial Analytics

Imagine having complete clarity about your business’s financial health, with key metrics laid out in a way that highlights trends, issues, and opportunities. Our analytics go beyond just numbers—they give you a true understanding of your financial landscape.

Key Deliverables Include:

  • Profit & Loss (P&L) Performance Analysis with historical comparables.
  • Expense & Cost of Goods Sold (COGS) Trends based on “parent account” percentages.
  • Cash Movement and Conversion Analysis for better cash flow management.
  • Key Performance Indicator (KPI) Trend Tracking to help you stay on top of your business’s performance.
  • Weekly Financial Scorecards for ongoing financial tracking.
  • Cash Flow, P&L, and Balance Sheet Forecasting for comprehensive financial planning.
  • Actionable Financial Insights from our CFO team that give you a deeper understanding of your business’s key metrics.

High-Impact Financial Strategy Sessions

Our financial strategy sessions are where we work closely with you to address the specific challenges and opportunities your business faces. These deep dives ensure that we collaboratively create strategies designed to improve efficiency, optimize financial performance, and drive growth.

During these sessions, we focus on:

  • Understanding Historical Finances: We address any specific questions or concerns regarding your financial trends.
  • Actionable Strategy Creation: We work through financial exercises that target key areas of improvement and growth.
  • Scenario Planning: We map out “what if” scenarios to ensure you understand how changes in your business will impact your financials.

Strategic Exercises Include:

  • Accounting Process Optimization & Bookkeeping Accuracy Reviews
  • Strategies for Ideal Compensation, Gross Margins, and Net Income
  • Cash Cycle and Collections Optimization
  • Profitability Mapping of Clients, Services, and Products
  • Scenario Planning and Financial Modeling

How Simple Financials is Different

We understand that every business has unique needs, so we offer flexible packages to suit different stages of growth and financial complexity.

Bronze Package – Starting at $260 to $450/month

Ideal for business owners seeking financial accountability and stability without aggressive growth plans. This package offers clear financial insights and occasional guidance.

  • Insight-Driven Analytics: Monthly financial reports including P&L, expense analysis, and KPI trends.
  • High-Impact Strategy Sessions: Quarterly 30-minute financial coaching sessions to review performance and target key financial priorities.

Silver Package – Starting at $800 to $1,800/month

Perfect for businesses looking to scale and needing more regular support in fine-tuning financial operations and understanding cash flow.

  • Insight-Driven Analytics: Weekly financial scorecards and monthly reports with detailed cash movement and COGS analysis.
  • High-Impact Strategy Sessions: Monthly 30-minute sessions and quarterly 60-minute strategy meetings for deeper scenario planning and financial exercises.

Gold Package – Starting at $2,600 to $4,500/month

Designed for businesses undergoing aggressive scaling and requiring robust financial controls, oversight, and hands-on coaching.

  • Insight-Driven Analytics: Weekly scorecards, detailed cash flow forecasting, client/product profitability analysis, and industry benchmarks.
  • High-Impact Strategy Sessions: Weekly 30-minute sessions, monthly 60-minute and 90-minute quarterly strategy deep dives to keep your financial strategy on track.

Platinum Package – Starting at $5,000+/month

This package is designed for businesses going through high-stakes transitions such as acquisitions, buyouts, or restructuring, and provides executive-level financial expertise and hands-on guidance.

  • Executive Support for High-Stakes Transitions: Tailored financial strategies for key transitions such as partner buyouts, acquisitions, and business restructuring.
  • Hands-On Strategy Sessions: Weekly sessions and on-demand consultations ensure you have the support you need throughout the process.

Success Stories

Case Study: Vacation Rental Property Management Company

A property management company specializing in short-term rentals faced financial disarray and stagnation. We identified and corrected over $1.3M in discrepancies, implemented proper trust accounting practices, and set up tracking for departmental profitability. These changes stabilized the company’s financials, allowing them to resume growth.

Case Study: Global eCommerce Company

A global eCommerce company was on the verge of bankruptcy. We reconciled hundreds of errors in their financial records, restored over $300,000 in missing liabilities, and optimized their debt structure, turning their financial outlook around and positioning them for sustainable growth.

Ready to take control of your company’s financial future? Our CFO Financial Advisory Services are here to provide clarity, insights, and strategies tailored to your business. Contact us today for a free consultation and see how we can help you master your financials and achieve your growth goals.