AutoCFO Add-On Services

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Budget Facilitation

Set-Up Consultation
$ 2,500 One Time
  • Review of your historical financials
  • Budget facilitation meeting with a budget specialist
  • Follow-up call to review final budget
Purchase Budget Facilitation
For businesses that don't have an internal CFO and want professional guidance setting up their budget for the first time or improving their budget.

Financial Review

With Business Analyst
$ 1,200 Per Month
  • Monthly 1 hour review with our Business Analyst
  • Discuss financial performance, Key metrics, suggest areas of cash improvement or concern
  • If a budget is in place, discussion of budget versus actual results
  • Expert will also help define and explain terms, metrics and their importance
Purchase Financial Review
For businesses who want to work with a Business Analyst who is already an AutoCFO expert to gain additional financial insights from a live financial analyst.

Note: The above services are available to AutoCFO users.

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Services package

Budget Facilitation + Monthly Financial Review
$ 2,500 + 1,200/mo
  • Review of your historical financials
  • Budget facilitation meeting with a budget specialist
  • Follow-up call to review final budget
  • Monthly 1 hour review with our Financial Planning & Analysis (FP&A) Specialist
  • Discuss financial performance, Key metrics, suggest areas of cash improvement or concern
  • If a budget is in place, discussion of budget versus actual results
  • Expert will also help define and explain terms, metrics and their importance
Purchase Services Packages
For businesses that don't have an internal CFO and want professional guidance setting up their budget and who want to work with a Fractional CFO who is already an AutoCFO expert to gain additional financial insights.