Fractional CFO services

Everything in Clarity Engine, plus ongoing CFO support every month.

About 3 minutes. You get a 0 to 100 score and the three things to fix first.

WHAT THIS COVERS

Ongoing CFO support, every month

Monthly CFO adds a regular review of cash, profitability and KPIs, with a leadership call to turn the numbers into decisions.

What's included

  • Everything in Clarity Engine
  • Monthly cash flow snapshot and variance review
  • Profitability and margin review
  • Monthly KPI summary and leadership call

Starts at $7,500/mo. Final price depends on the size and condition of your books and is confirmed after your Clarity Check score. Catch-up and clean-up work is quoted separately.

WHO THIS FITS

Is Monthly CFO the right level?

Monthly CFO fits small and growing businesses and nonprofits that want a regular review of cash, profitability and KPIs, and a leadership call each month. Start with the Clarity Check and your score shows where you stand.

HOW THE CLARITY CHECK WORKS

Three steps, about three minutes

1

Answer the questions

Tell us about your books and reporting. No software access needed.

2

Get your score

You get a 0 to 100 score and the three things to fix first.

3

Choose what's next

If you want help, you can meet with Sophia to talk through your score.

FREQUENTLY ASKED QUESTIONS

Questions about Monthly CFO

Short answers before you start.

Do I need Clarity Engine first?

Monthly CFO includes everything in Clarity Engine, which includes Clean Books. Your Clarity Check score shows where to start.

What happens on the monthly leadership call?

We go through the cash flow snapshot, the profitability and margin review, and the KPI summary, and agree on what to act on next.

How is the price set?

Monthly CFO starts at $7,500/mo. The final price depends on the size and condition of your books and is confirmed after your Clarity Check score.

What is not included?

Tax preparation, payroll, and audit or attest work are not included.

YOUR NEXT STEP

See where your books and reporting stand

About 3 minutes. You get a 0 to 100 score and the three things to fix first.

Clarity CFO Advisory

Clarity CFO Advisory LLC
Florida

Results vary; nothing on this site is a guarantee of any outcome. Not included: tax preparation, payroll, audit or attest work.