Service Package
CFO Services
Best for businesses with $2 million+ in annual revenue, 10+ employees, a stable customer base, and healthy cash flow.
Need a strategic financial partner? We’ve got you covered.
Stage 1: Financial Health Check
Gain financial momentum with in-depth analysis of your business’s financial health
- Strategic meetings with your leadership team
- Analysis of current and prior year financial performance
- Financial risk assessment
- Key performance indicators (KPIs) for measuring the health of your business
- Executive dashboard depicting financial results
- Comprehensive financial report and customized action plan
Stage 2: Outsourced CFO Services
Ongoing strategic financial advisory services to maximize profit and shorten your to-do list
- Everything in the Planning, Reporting, and Analysis service package
- Custom financial models and guidance for making optimal financial decisions
- Cash management and debt reduction strategies
- Profitability analysis of customers, products, services, and lines of business
- Product/service pricing strategy
“I brought Rosemary in to help my business when it was in a financial crisis. She immediately helped me right my ship by pinpointing vendors that were charging too much or failing to deliver. Rosemary evaluated my company’s financial situation, found issues that could lead to future problems, and created a plan to generate greater profit with less effort. Now my company is forward-thinking, and I know my finances are in good hands with Momentum CFO.”
– Perry Sexton, President, Encinitas Family Care
