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CFO SERVICES


Looking for senior level finance advisors, but not ready to make a full-time hire?  Let's work together!  I love giving my clients the expertise and support of a full-time CFO, at a fraction of the cost.  Depending on the volume and complexity of work, here are some of the ways we can work together:

  • External CFO monthly retainer (1-2 days/week) - includes full ownership of the financial reporting, tax, insurance, strategic planning, board governance, and cash management functions

  • External CFO financial review (1 day/month) - includes a monthly meeting to review your financials with you, and help you identify solutions and opportunities

  • Board Meeting Moderator (1 day/month) - we'll set an agenda and clear goals for your executive team to discuss, with the benefit of having an impartial third party to navigate the often challenging dynamics of strategic meetings.

  • Strategic Planning Intensive - I'll lead your team through a series of workshops and brainstorming to evaluate your current strategic positioning, industry trends and opportunities, exit strategies, and your best path forward for sustainable advantage and profit.

  • Special Projects - Financial reporting, Budgets, Financial modeling, Mergers and acquisitions, Post-merger integration, Fundraising, Pitch decks, New business launch and set-up, Growth infrastructure

LET'S WORK TOGETHER!

illuminatecfo@gmail.com