Since I started Scalable CFO, there have been countless SMBs that needed something slightly trimmed down from a full-on fractional CFO. And over the past three years, my team and I have come to see the demand for this more simplified offering for the gaping hole in the market that it is.

That’s why we’re launching Scalable FP&A.

What Is Scalable FP&A?

If you decide to work with us, here’s what you can expect from Scalable FP&A.

We’ll begin by meeting with leadership and Ops to assess your business’s opportunities and weaknesses. From there, we’ll craft your Operating Budget for the year.

Ongoing, you can expect to receive an updated 13-week Cash Flow model each week, customized month-end reports, variance reporting, and KPI tracking.

In addition, we’ll analyze your cash conversion trends and implement best practices moving forward. We’ll also review your financials and dashboards every month with your team as well as answer any miscellaneous requests you may have in the interim.

The Partnership Structure

Once you’re onboarded, meetings will be held monthly to discuss the business’s financial performance, cash flow, and strategic goals.

Between meetings, my team and I are available via email or Slack to answer any questions as they come up.

We charge $2,100/month for this service in addition to a one-time implementation fee of $1,000.

So if you’re looking for more visibility into your finances and to get expert guidance on reaching your strategic goals, we’d love to meet with you. Just shoot me an email or DM to connect.

Hungry for More?

1. Follow me on Twitter and LinkedIn for daily content to take your business to the next level.

2. Shoot me an email with your questions or requests for what you’d like me to write about next.

‘Til Next Time,

Connor