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Call Us: (503) 994-6571

Call Us: (503) 994-6571

Foundation of Finances

Guidance in unlocking the power of the financial statements

Discover the power of understanding your financial statements on a regular basis.  Our tailored CFO support services are designed to empower you to focus on and undestand the financial health of and drive growth for your business.

Comprehensive Reporting

Gain clarity with detailed financial reports that provide a complete overview of your business’s performance.

Cash Flow Monitoring

Stay ahead with regular reviews of future cash flows to help support ongoing operations.

KEY FEATURES

CFO Essentials Package

Our CFO Essentials Package provide key financial insights and strategic guidance to help businesses thrive. With a focus on detailed financial reporting and cash flow monitoring, clients gain the insights needed to make informed decisions and drive growth.  A great place to start building a strong financial understanding of your business.

Comprehensive Financial Reporting

Receive detailed monthly reports including income statements, balance sheets, and cash flow statements to understand your financial health.

Budget vs. Actual Analysis

Compare your budgeted figures with actual performance to identify variances and make necessary adjustments.

Key Financial Ratios Analysis

Evaluate critical financial ratios to assess your business’s operational efficiency and financial stability.

CFO ESSENTIALS

Deliverables and Terms

Deliverables

Finstravi will prepare a CFO Report for your company each month.  This consists of:

  • Income Statement (Profit and Loss)
  • Balance Sheet
  • Statement of Cash Flows
  • Simple Cash Flow Forecast
  • Agreed upon Financial KPIs
  • Budget v Actual, if a budget exists
  • Basic analysis on condition and trends

This is discussed in a 1-2 hour session with your and/or your management team each month.

Other Terms

Cost is $950 per month.

Prices are based on a 12-month contract.

Fully cancellable, without penalty, after 3 months.

Remote-based service.

Additional deliverables may be requested by customer- which may affect the monthly price.