CFO Advisory

Tailored Financials

Business has to be objectives driven. Teams need actionable and insightful financials that tell the story behind the numbers. Our team is built around serving up financial awareness. We understand things from a sales, marketing and operational perspective and we can make your financials objectives-driven for ultimate visibility on performance.

Best of Breed & Integrated

The Holy Grail for customer experience and high performance teams is the best off-the-shelf apps with tight integration. Unified customer and order visibility are key. Relevant and actionable data keep objectives on track. Our team understands the tools and technology that have helped companies grow the right way.

On-Demand Experts

Whether dealing with data needs, technology vendors, acquisition opps., investment bankers, VCs, R&D Credits, high-performance sales teams, and benefit plans, our team has seen the good and bad. Best practices never change and are adapting monthly. Use our team as a quick sounding board or an experienced advisor.

Ease-in, Jump Start, or Team Member

Options that fit emerging companies that drive financial maturity and results.

Objectives

Light

Standard

Heavy

Discovery Call

Startup:

Prime:

Mature:

Financial Operations Assessment

Startup:

Prime:

Mature:

Financial Maturity Model

Startup:

Prime:

Mature:

Quarterly Business Meeting

Startup:

Prime:

Mature:

Monthly Business Meeting

Startup:

Prime:

Mature:

Cash Flow Modeling

Startup:

Prime:

Mature:

Budget Development

Startup:

Prime:

Mature:

Board Meeting Support

Startup:

Prime:

Mature:

Insights and Action Steps

Startup:

Prime:

Mature:

Schedule A Call

Chief Financial Officer on Demand

CFO Light

Year 1 and wanting to get setup right. This is our lean approach that will deliver the critical fundamentals and mitigate land mines.

Quarterly or monthly call on critical milestones and best practices
Semi-Annual and Year-End Financial Review

Need slightly more? Lets talk.

Schedule A Call

Chief Financial Officer on Demand

CFO Standard

High traction, engine growing - time for metrics, infrastructure, and CFO oversight

Metrics advice and financial statement configuration
Monthly financial review and milestone analysis
Semi-annual information systems review and best practices
Have us participate as part of your team and manage your financial staff for next level maturity

Let's sit down and do some discovery.

Your business is in a unique place and our on-demand CFO team will take a custom approach and develop a maturity plan. We will objectively advise you on what you need, when you need it and how it should be delivered for the best fit and value.

Schedule A Call

Chief Financial Officer on Demand

CFO Heavy

Need to build and migrate to an in-house team, but need interim CFO help? Thinking about more capital from sophisticated investors? We breakdown and put the right resources to work on well-defined sprints to bring financial awareness and stewardship to your organization.

This is a fully custom service, hands-on, ownership approach with weekly milestones, deliveries, and daily communications.
We often do this on an interim basis and if the role is permanently needed we will help define your needs, source, and hire the right professional for permanent value.

We understand these situations and we get it.

Schedule A Call

Standard Package

CFO services for medium sized businesses.

Depending on the package you choose and your overall goals, we can complete the checkup in 2-3 days. In some cases, it can take several weeks for larger organizations.

Point here
This is another key point
Remember this too.

No problem. We would prefer to meet with Link Example, get to know them and understand their role. We work with a lot of organizations that have a team on staff.

Light Package

CFO services for small business.

Depending on the package you choose and your overall goals, we can complete the checkup in 2-3 days. In some cases, it can take several weeks for larger organizations.

No problem. We would prefer to meet with them, get to know them and understand their role. We work with a lot of organizations that have a team on staff.

Heavy Package

CFO services for large businesses.

Depending on the package you choose and your overall goals, we can complete the checkup in 2-3 days. In some cases, it can take several weeks for larger organizations.

No problem. We would prefer to meet with them, get to know them and understand their role. We work with a lot of organizations that have a team on staff.

Accounting HQ

Compliance HQ

Launch HQ

Consulting

Learn More

Guides

Accounting HQ

Compliance HQ

Launch HQ

Consulting

Learn More

Guides

Hyper Impact

Tailored Financials

Best of Breed & Integrated

On-Demand Experts

Ease-in, Jump Start, or Team Member

Chief Financial Officer on Demand

CFO Light

Year 1 and wanting to get setup right. This is our lean approach that will deliver the critical fundamentals and mitigate land mines.

Need slightly more? Lets talk.

Chief Financial Officer on Demand

CFO Standard

High traction, engine growing - time for metrics, infrastructure, and CFO oversight

Let's sit down and do some discovery.

Chief Financial Officer on Demand

CFO Heavy

Need to build and migrate to an in-house team, but need interim CFO help? Thinking about more capital from sophisticated investors? We breakdown and put the right resources to work on well-defined sprints to bring financial awareness and stewardship to your organization.

We understand these situations and we get it.

Standard Package

CFO services for medium sized businesses.

Light Package

CFO services for small business.

Heavy Package

CFO services for large businesses.

This is just one way LUCA’s insight can help your business. See them all.

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