Choose the service that matches your needs
Monthly CFO Advisory
For owners who need regular help with forecasts, cash flow, financial targets, monthly reporting, and planning.
The first financial assessment is free. Cole will explain what ongoing work would include before you decide whether to continue.
Acquisition Diligence
For buyers who want an independent review of reported profit, add-backs, cash flow, working capital, and other financial risks.
Flat-fee scopes start at $1,500. Final scope and price depend on the size of the business, the records available, and the level of review needed.
Sell-Ready Financials
For owners who want to review, clean up, reconcile, and organize their financial records before a sale process begins.
Preparation scopes start at $1,500. The amount of work depends on the condition and complexity of the records.
Not sure what scope you need?
Tell Cole what you are working on and what records you have. He will recommend a reasonable scope or tell you if the work is outside Backline CFO’s services.