ready to take your business to the next level,
BUT …
you don’t have a solid understanding of your business financials?
You’re Unsure what realistic + sustainable growth
looks like for your business?
YOU’VE GOT QUESTIONS, AND YOU’D LOVE TO HAVE A FINANCIAL EXPERT BY your SIDe?!
grow confidently with CFO CONSULTING SERVICES
IN-DEPTH FINANCIAL ANALYSIS
CUSTOMIZED STRATEGY,
1-ON-1 CONSULTING,
CUSTOM TOOLS + RESOURCES
Together we’ll do the work that will set your
business up for long-term financial success!
Choose the service that’s right for you
CFO
Financial Assessment
THIS SERVICE INCLUDES:
12 Month Financial Analysis
In-depth financial analysis that shows how your business has performing, and identification of key areas of opportunity for financial improvement
and growth.
90-minute Review + Strategy Session
Sarah will review your Financial Analysis with you, provide insights + recommendations, and detail the 3 key strategies for improving the financial sustainability + profitability of your business.
Financial Report Recommendations
Get detailed recommendations for you or your bookkeeper to implement and improve your Financial Reports so they truly serve you and allow you to make informed decisions for your business.
Optional Service
Profit First Assessment + Rollout Plan
—
flat fee
$475
Standard
CFO Consulting Services
for business owners seeking strategic guidance + monthly financial check-ins
THIS SERVICE INCLUDES:
12 Month Financial Analysis
Goal Setting Session
12 Month Profit Plan Creation
Customized KPI Report
Financial Report Recommendations
Monthly Financial Check-in + Strategy Sessions
Access to custom tools + resources
Free invitation to quarterly educational webinars
Membership in the client-only Profitable Food Business Community for daily support
Optional Service
Profit First Assessment + Guided Implementation
—
$375 / month
customized
CFO Consulting Services
for business owners seeking hands-on support from a
part-time cfo
CORE SERVICES INCLUDE:
12 Month Financial Analysis
Goal Setting Session
12 Month Profit Plan
Customized KPI Report.
Financial Report Improvement
Bi-weekly Status Meetings
Monthly Financial Strategy Sessions
Recipe Costing + Pricing Strategy
Customized Tools + Resources
Financial Workflow Implementation
Financial Systems Integration (ERP, etc.)
…and more
Optional Service
Profit First Assessment + Guided Implementation
—
$875 / month
CFO CONSULTING SERVICES ARE PERFECT FOR
FOOD BUSINESS OWNERS who want a partner
in reaching their BIG GOALS
You’re ready to start paying yourself the salary you deserve
want a clear path to growth + profitability
to reinvest in your business + your team
improve workflows + efficiencies to make more sales
attract funding or maybe sell your business!
No matter what your big business + financial goals are, we support you in making them a reality!
CFO COnsulting services
Success story
sarah helped us see the big picture and make better decisions
We were constantly putting out the day to day fires and knew we needed to think bigger picture, but we didn’t know where to begin. Most of the time, we made decisions based on gut feeling hoping
they turned out well.
When we looked at our receipts, spreadsheets, and P&L statements we didn’t really know what the numbers meant and how we could use them to our advantage. Trying to figure out how it applied to helping us move forward seemed insurmountable.
Then we found Sarah! She gave us the baby steps we needed to slowly gather all the information she needed to create a bigger picture for us AND explain it to us in a clear way.
We were able to look at our numbers as facts and see where we were making money and where we were spreading it. This allowed us to make better decisions around who to hire, how much to pay, if we should purchase new equipment, and how much we could even pay ourselves.
Gabriel + Kim, Co-Owners
Foggy Mountain Pasta : Alexandria, VA
I’m serious about building a better food system, one profitable good food business at a time.
YOU DON’T HAVE TO GO IT ALONE + FIGURE IT ALL OUT BY YOURSELF.
YOU ALSO DON’T HAVE TO PAY A TON OF MONEY TO GET HELP.
CFO CONSULTING SERVICES OFFER A 12-MONTHS OF PARTNERSHIP AND SUPPORT TO GET YOU BIG RESULTS THROUGH INCREMENTAL CHANGES +
HANDS-ON HELP FROM AN EXPERT - ME!
I’M YOUR PARTNER THROUGH IT ALL. WORKING WITH YOU + FOR YOU TO CREATE CHANGE, THEN CHECKING IN MONTHLY FOR FINANCIAL REVIEWS, STRATEGY SESSIONS + CONSULTS TO HELP YOU STAY ON TRACK.
interested in CFO Consulting services?
Take the first step!
submit your contact info + some info about your company.
then We’ll get to know each other in an initial consultation.
We’ll discuss your business, your goals, and talk about the services in more detail.
If we both decide we want to work together, we’ll get started!
Don’t delay!