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CFO Engagement
The ActionCFO Process

Your ActionCFO Advisor customizes our proprietary Financial Visibility and Control System for your business.  Each month, you receive personal guidance via:

  • Key financial analysis
  • ActionCFO Reports
  • Financial Advisory Review Meetings
The CFO Engagement is delivered for a flat monthly fee.

This aligns our objectives with your objectives. With hourly billing, many business owners rightly question, “Is the advisor just creating work for himself?” or, “Is the advisor as productive as he should be?” A flat monthly fee provides appropriate accountability for each party to efficiently deliver the promised results.

The CFO Engagement includes Advisor Availability.

Our advisors are available to talk through issues with the business owner or CEO at any time with no hourly fees racking up. It’s all included in the flat monthly fee.

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Before You Hire a CFO
Read this book for insights and lessons to help you make the right decisions for your business.