A forward-looking view of the business
Bookkeeping and tax work are important, but they mostly document past activity. Monthly CFO Advisory uses that information to build and maintain a practical view of expected revenue, expenses, cash flow, and financial priorities.
What you get
Free Financial Assessment
Cole reviews your current financial statements and key business information at no cost. He will explain what he sees and whether ongoing CFO advisory appears useful.
Custom Forecast
A financial forecast based on the information available for your business. Forecasts are estimates and will change as actual results and assumptions change.
Monthly Scoreboard
A concise monthly summary comparing actual results with the forecast and agreed financial targets.
Monthly Follow-Up Items
Specific financial follow-up items based on the monthly review.
Direct CFO Advisor Access
Work directly with a CFO Advisor who is also a CPA and business owner—not a rotating team.
When this service is useful
Monthly CFO Advisory is intended for owners who want regular help understanding performance, planning cash needs, and maintaining a financial forecast. It does not replace bookkeeping, tax preparation, legal advice, or investment advice. Cole can work alongside your existing bookkeeper and tax CPA.
How it works
Introductory call
Discuss the business, the financial help you are looking for, and the records currently available.
Financial Assessment
Cole reviews the current financial statements and relevant business information at no cost.
Scope and setup
If you decide to continue, Cole confirms the monthly scope, fee, information needed, and initial financial targets.
Monthly review
Review actual results, update the forecast, discuss material changes, and agree on financial follow-up items.
Ask about Monthly CFO Advisory
The initial Financial Assessment is free. Cole will explain whether he believes ongoing advisory would be useful before asking you to commit.