The CFO Briefing

Service Description

You don't need another accountant. You need someone to tell you what to do next. The CFO Briefing is a single, focused hour with a fractional CFO, built for professional services owners who are past "keep the books" and ready for "here's your next move." You leave with a written plan, not a to-do list of homework. The problem this solves Your bookkeeper can tell you what happened last month. Your CPA can tell you what you owe the IRS. Neither one is going to tell you whether you should raise your rates, whether that third hire pays for itself, or why your revenue keeps climbing while your bank balance doesn't. That gap is where most $2M–$7M firms quietly leak money, not from one big mistake, but from a dozen decisions made without the numbers to back them up. The CFO Briefing closes that gap in one hour. This is for you if: You're generating $2M–$7M in revenue and have a team of at least three You're in professional services: agency, consultancy, law firm, healthcare practice, or similar You've outgrown "just send it to the accountant" but aren't ready for a full-time CFO You have a specific decision on the table (pricing, hiring, a new offer, cash flow) and want a financial strategist's read on it before you commit You want a plan you can act on this week, not a report to file away This isn't for you if you're looking for bookkeeping, tax prep, or a general "get to know your numbers" session. If you're not sure The CFO Briefing is the right starting point, reach out through our contact form and we'll point you the right way. What happens 1. Before: Prep A short intake form and (if applicable) a look at your current financials, sent ahead so we walk in already knowing your business instead of spending your hour asking basic questions. 2. During: The Session: 60 minutes, one-on-one, focused entirely on the decision or challenge you brought. This is a working session, not a lecture. We're building the answer together in real time. 3. After: Your Plan Within [2 business days], you receive a written summary: the key findings, the recommendation, and the specific next steps to implement, so the value doesn't evaporate the moment the call ends. What you walk away with A clear answer on the specific decision. A pricing model that reflects your actual margins, not a guess. The three numbers you should be tracking monthly and aren't. A written action plan, not a verbal recap. Connect with us online: www.cfoforwomen.com