Growth Fractional CFO & Financial Strategy Package

For Companies Scaling Quickly or Facing Operational Complexity

The Growth CFO Package is designed for businesses that are expanding, hiring, adding locations, or experiencing operational strain. The company is growing—but the internal systems haven’t caught up yet.

This package builds the financial and operational structure needed to scale safely, profitably, and sustainably.

⭐ What’s Included (Expanded and Detailed)

✔ Weekly CFO strategy sessions

Growth requires momentum. We meet weekly to:

• Review KPIs

• Troubleshoot bottlenecks

• Align leadership

• Make strategic decisions quickly

This keeps the company moving forward instead of reacting to fires.

✔ 13-week cash flow forecasting

This tool is used by elite CFOs, private equity firms, and high-growth companies. It shows:

• Exact cash needs

• Revenue timing

• Payroll impact

• Vendor timing

• Safety margins

No more surprise shortages.

✔ Pricing & margin analysis overhaul

We determine:

• True cost to deliver

• Ideal pricing structure

• Margin deficiencies

• Where money is leaking

This often increases profit immediately.

✔ Department-level profitability modeling

We determine which parts of your business make money and which drain it.
This guides:

• Hiring

• Staffing

• Service offering decisions

• Strategic restructuring

✔ KPI dashboards & leadership scorecards

We install reporting that shows:

• Revenue trends

• Employee productivity

• Margin stability

• Waste indicators

• Customer concentration

• Efficiency metrics

Your leadership team becomes data-driven.

✔ Vendor contract evaluation

We review your agreements for:

• Overpaying

• Hidden fees

• Renewal risks

• Poor terms

Better contracts create instant savings.

✔ EOS Lite implementation

We install the foundational tools:

• Accountability chart

• Rocks

• L10 meetings

• Scorecards

• Leadership clarity

Teams become aligned, consistent, and predictable.

✔ Leadership coaching (Maxwell-based)

We elevate your leaders through:

• Clarity training

• Conflict resolution

• Communication upgrades

• Ownership mindset

A company grows only as strong as its leaders.