CFO FOR WOMEN
Annual Fractional CFO (Retainer)
Service Description
The Annual CFO Plan is a two-year engagement plan. This service works directly with senior leadership to help identify growth obstacles, fine-tune your current financial infrastructure and improve your bottom line. During the engagement, we focus on the following: Financial Infrastructure Overview: An assessment of your current financial infrastructure (people, processes, and systems). Business Performance: A business performance analysis to understand your current profitability and determine bottom-line improvement opportunities. Cash Flow Analysis: An analysis of your cash flow, cost management, fiscal budget, and forecast. Pricing: A review of your pricing and revenue management. This service includes: Annual strategic plan. Oversight and management of financial reporting and activities (accounting back office, payroll services and financial statements. Business performance analysis to ensure profitability. Capital management and debt structuring. Creation of annual budget, cost management, and pricing analysis. Oversight of compliance with tax regulations with the tax reporting team. Phone and email support during normal business hours. 100 hours of service support. This service is best for: Established business in operations for at least 2+ years, Revenue between $500,000 to $10,000,000 annually, Must have a small team of at least 3.
Cancellation Policy
At CFO For Women, we value your time and our consultants' time. To ensure that we provide the best service and accommodate all our clients, we have implemented the following booking and cancellation policy: 1. Appointment Booking & Confirmation All consultations must be scheduled through our online booking system. A confirmation email will be sent upon successful booking, along with details of the scheduled consultation. 2. Cancellation Policy We understand that schedules can change. To avoid being charged a fee, please cancel or reschedule your consultation at least 24 hours in advance. Cancellations made less than 24 hours before the appointment are subject to a $350 no-call no-show fee. 3. No-Call No-Show Fee If you fail to attend your scheduled consultation without notifying us at least 24 hours in advance, you will incur a $350 fee. This fee is non-refundable and will be charged to the credit card used to book the consultation. 4. Repeated No-Call No-Shows If you miss two consultations without proper cancellation (no-call no-show), you will be permanently removed from our booking system. Once removed, you will no longer be able to schedule consultations with us. 5. Exceptions We understand that emergencies and extenuating circumstances can arise. If you experience a situation that prevents you from canceling or attending your consultation, please contact us as soon as possible. We will review each situation on a case-by-case basis. 6. Contact Information If you need to cancel or reschedule, please contact us via info@cfoforwomen or through the booking system. We appreciate your understanding and cooperation in helping us maintain an efficient and professional service for all clients. Thanks, CFO For Women Management Team www.cfoforwomen.com
Contact Details
285 West Wieuca Road Northeast #4138, Atlanta, GA, USA
4044296824
info@cfoforwomen.com