Partnership for the win
High-Impact Financial Planning and Insights
At Finstravi, we know that achieving sustained growth requires more than financial oversight—it demands a strategic partner who understands your vision and works alongside you to achieve it. Our Strategic CFO Partner package offers premium, hands-on expertise to guide your business at every stage, delivering the leadership and insights necessary to thrive in today’s competitive landscape.
Comprehensive Reporting
Gain clarity with detailed financial reports that provide a complete overview of your business’s performance.
Visionary Financial Leadership
Almost like having a CFO down the hall; a key strategic ally working alongside you to realize your vision.
KEY FEATURES
Strategic CFO Partner Package
As a Strategic CFO Partner, we go beyond traditional services to become an integral part of your team. From board-level presentations to key stakeholder engagement, we are actively involved in your company’s ongoing success, offering a dynamic partnership you can rely on.
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.
Strategic Financial Guidance
Identify opportunities for revenue enhancement, cost optimization, and capital allocation, ensuring that every dollar spent drives measurable results.
Data-Driven Decisions
Real-time financial insights and data-driven analysis, to aid in making confident, informed decisions. Aid in evaluating risks and rewards, prioritizing investments, and aligning financial strategies with the company’s goals.
Risk Management
Implementation of controls, compliance measures, and risk mitigation strategies to safeguard the company’s financial health- especially during expansion.
GROWTH ACCELERATOR
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
- Custom Cash Flow Forecast
- Agreed upon Financial & Operational KPIs
- Budget Creation
- Budget v Actual
- Deep analysis on condition and trends
This is discussed in a 1-2 hour session with your and/or your management team each month.
This package also includes availability for weekly meetings, to discuss topics such as:
- Policy Creation
- Controls
- Growth Planning
The CFO would also be significantly involved in the annual and ongoing budget. And would be available for attendance in quarterly board meetings, if requested.
Other Terms
Cost is $4,950 per month.
Prices are based on a 12-month contract.
Fully cancellable, without penalty, after 3 months.
Remote-based service; travel for in-person meetings will be billed to the customer.
Package price based on 10-15 hours of face-to-face meetings (remote or in-person) per month, customer is not charged for travel time.
Additional deliverables may be requested by customer- which may affect the monthly price.