Strategic Package
Gold
$5000.00
Fractional CFO-level guidance for scaling companies or organizations with investors/boards.
Includes Growth, plus:
Multi-year financial strategy & scenario modeling
Capital planning & financing support (bank, SBA, investor relations)
Internal control & risk management review
Board & stakeholder reporting packages
M&A / due diligence support (as needed)
Monthly CFO strategy session with leadership
Starting at $5000 monthly
10% discount for U.S. active and former duty military, first responders, medical professionals, and educators with valid credentials.