For smaller companies, a monthly hour-long CFO call giving high-level advice. We will not build your cash-flow or forecasting model. We will review what you have done and give you advice on next steps.

This is our flagship service. We will connect to your accounting system and create a cash-flow forecast and strategic forecast that you can use to run your business and meet with.investors. Specifically,

• A one-hour CFO call where we deliver the above reports and advise on actions you should take.

• A half-hour mid-month check-in call

• Slack messages for quick questions.

Please note that messages will only be answered during business hours.

Fixed-fee project-based work on any aspect of your business. We are an official partner with Causal and have guided clients in FP & A using Causal.