CFO Guidance

Transform Your Business with Expert CFO Guidance

Explore our four-tier CFO packages tailored to your business stage—from foundational advisory to comprehensive exit planning.

Book Your Free CFO Consultation
Four-Tier CFO Package Overview

CFO Services Pricing & Features Comparison

Basic CFO Advisory ($499/month)
For Startups & Small Businesses

  • Best For :
    • ✔ Entrepreneurs & small businesses needing financial oversight
  • Business Stage :
    • 🚀 Early-stage startups
  • Financial Complexity :
    • 🔹 Simple financial reporting
    • 🔹 Basic cash flow management
  • Financial Performance Review :
    • ✔ Monthly review
  • Cash Flow Analysis :
    • ✔ Basic cash flow tracking
  • Budgeting & Variance Analysis :
    • ✖ Not included
  • CFO Consultation Sessions :
    • ✔ 1-hour session per month
  • Risk Management Consultation :
    • ✖ Not included
  • Investor & Board Reporting :
    • ✖ Not included
  • Financial Reporting Dashboard :
    • ✔ Basic reports only
  • Automation & AI-Driven Insights :
    • ✖ Not included
  • Growth Strategy Development :
    • ✖ Not included
  • Operational Efficiency Audits :
    • ✖ Not included
  • M&A Due Diligence & Valuation :
    • ✖ Not included
  • Exit Strategy Development :
    • ✖ Not included
  • Post-Sale Transition Support :
    • ✖ Not included
  • Digital CFO Dashboard Upgrade :
    • ✖ Available as an add-on
  • On-Demand Financial Workshops :
    • ✖ Not included
  • Extended CFO Support Hours :
    • ✖ Not included
Book a Free CFO Strategy
Strategic CFO Partnership ($1,499/month)
For Growing Companies
  • Best For :
    • ✔ Businesses scaling operations & needing strategic financial planning
  • Business Stage :
    • 📈 Growth-focused businesses
  • Financial Complexity :
    • 🔹 Advanced forecasting
    • 🔹 Budgeting & risk analysis
  • Financial Performance Review :
    • ✔ Bi-weekly review
  • Cash Flow Analysis :
    • ✔ Detailed cash flow optimization
  • Budgeting & Variance Analysis :
    • ✔ Monthly budget tracking & variance analysis
  • CFO Consultation Sessions :
    • ✔ 2 strategy calls per month
  • Risk Management Consultation :
    • ✔ Early risk identification
  • Investor & Board Reporting :
    • ✖ Not included
  • Financial Reporting Dashboard :
    • ✔ Real-time dashboard access
  • Automation & AI-Driven Insights :
    • ✔ Real-time dashboard access
  • Growth Strategy Development :
    • ✔ Budgeting & forecasting
  • Operational Efficiency Audits :
    • ✔ Financial process optimization
  • M&A Due Diligence & Valuation :
    • ✖ Not included
  • Exit Strategy Development :
    • ✖ Not included
  • Post-Sale Transition Support :
    • ✖ Not included
  • Digital CFO Dashboard Upgrade :
    • ✔ Included
  • On-Demand Financial Workshops :
    • ✔ Available upon request
  • Extended CFO Support Hours :
    • ✔ Priority email support
Book a Free CFO Strategy
Accelerated Growth CFO($3,999/month)
For Scaling Businesses
  • Best For :
    • ✔ Companies requiring advanced financial strategy & growth consulting
  • Business Stage :
    • 🏢 Established mid-sized companies
  • Financial Complexity :
    • 🔹 Scenario-based financial modeling
    • 🔹 Operational efficiency planning
  • Financial Performance Review :
    • ✔ Weekly review
  • Cash Flow Analysis :
    • ✔ Advanced forecasting & scenario planning
  • Budgeting & Variance Analysis :
    • ✔ Scenario-based financial planning
  • CFO Consultation Sessions :
    • ✔ Unlimited strategic meetings
  • Risk Management Consultation :
    • ✔ Comprehensive financial risk mitigation
  • Investor & Board Reporting :
    • ✔ Guidance for funding & growth
  • Financial Reporting Dashboard :
    • ✔ Advanced dashboard with automation
  • Automation & AI-Driven Insights :
    • ✔ Integrated tech for financial efficiency
  • Growth Strategy Development :
    • ✔ Scenario-based financial modeling
  • Operational Efficiency Audits :
    • ✔ Full operational audit & cost reduction strategies
  • M&A Due Diligence & Valuation :
    • ✖ Not included
  • Exit Strategy Development :
    • ✖ Not included
  • Post-Sale Transition Support :
    • ✖ Not included
  • Digital CFO Dashboard Upgrade :
    • ✔ Fully customizable
  • On-Demand Financial Workshops :
    • ✔ Industry-specific financial workshops
  • Extended CFO Support Hours :
    • ✔ Priority phone & email support
Book a Free CFO Strategy
Exit & Transformation CFO($5,999/month)
For Exit-Focused Businesses
  • Best For :
    • ✔ Enterprises seeking full CFO-level partnership and oversight
  • Business Stage :
    • 💰 Businesses preparing for exit or transformation
  • Financial Complexity :
    • 🔹 M&A financial strategy
    • 🔹 Exit planning with valuation insights
  • Financial Performance Review :
    • ✔ Weekly exit-focused review
  • Cash Flow Analysis :
    • ✔ Integrated exit cash flow strategy
  • Budgeting & Variance Analysis :
    • ✔ Comprehensive restructuring budget
  • CFO Consultation Sessions :
    • ✔ High-priority CFO support
  • Risk Management Consultation :
    • ✔ M&A & exit risk management
  • Investor & Board Reporting :
    • ✔ Full investor reporting & exit strategies
  • Financial Reporting Dashboard :
    • ✔ Fully customized exit-focused dashboard
  • Automation & AI-Driven Insights :
    • ✔ AI-powered M&A analytics & modeling
  • Growth Strategy Development :
    • ✔ Growth positioning for M&A
  • Operational Efficiency Audits :
    • ✔ End-to-end restructuring
  • M&A Due Diligence & Valuation :
    • ✔ Comprehensive M&A strategy & valuation
  • Exit Strategy Development :
    • ✔ End-to-end exit planning roadmap
  • Post-Sale Transition Support :
    • ✔ Guidance for post-sale financial integration
  • Digital CFO Dashboard Upgrade :
    • ✔ Exit-focused real-time dashboard
  • On-Demand Financial Workshops :
    • ✔ M&A & exit planning workshops
  • Extended CFO Support Hours :
    • ✔ High-priority dedicated CFO access
Book a Free CFO Strategy
Fractional CFO Services | Unlock Financial Success

Transform Your Business with Expert CFO Guidance

At 786 Venture CPA , we offer specialized Fractional CFO Services designed to help businesses at every stage — whether you’re a startup needing financial clarity, a scaling business optimizing growth, or an established company preparing for exit.

One Client Per
Industry Policy

No internal competition, just focused, strategic guidance

Custom CFO
Solutions

Tailored financial leadership that aligns with your business goals.

Real-Time Insights
& Automation

Advanced financial tools to drive efficiency and profitability.

📅 Book Your Free CFO Consultation Today!
Our Unique Edge

Why Choose 786 CPA?

Exclusive Focus on Your Industry

No conflict of interest, full dedication to your business.

Proactive Financial Leadership

More than numbers—we help you grow, scale, and exit successfully.

Cutting-Edge Technology & Insights

AI-driven forecasting and financial analytics.

Trusted by Growing Businesses

Proven success in multiple industries.

Schedule a Consultation
Our CFO Process

How It Works

Step 1: Free Consultation

We analyze your financial needs.

Step 2: Custom CFO Package Selection

Choose the right support for your business.

Step 3: Implementation & Continuous Monitoring

Work with your dedicated CFO on growth, efficiency, and profitability.

Book Your Free Consultation
Real Results, Real Impact

Client Success Story

Our EBITDA grew by 22% in just six months, thanks to 786 VCPA’s expert CFO guidance.

Sayem is highly knowledgeable, professional and well communicated. You can tell that client satisfaction is of top priority within the business and I’d highly recommend to any business or individual needing accounting related services from a Chartered Professional Accountant (CPA).

 

– Tommy Norgaard

Sayem is absolutely wonderful to deal with! He and his team have made themselves available to answer any of our questions and have been quick to respond. Cannot recommend highly enough!

 

– Andrew

Sayem is an exceptional CPA and a great person to work with. Sayem handled the books for my startup from just about inception to well into 8 figures. Sayem is detail oriented, patient, and knowledgeable. He takes the time to understand client needs before jumping into offering a solution. I would highly recommend Sayem for anyone looking to hire a smart, and competent accountant.

 

– Roshan Thomas

Sayem is a solid professional with strong leadership and interpersonal skills with a passion for delivering personal and thorough service to his clientele. He is extremely knowledgeable and such a kind human being! Defiantly reach out to Sayem for your Accounting needs!

 

– Jolynn Kolinski

Find Answers Instantly

Frequently Asked Questions

❓ How do I know which CFO package is right for my business?
Our team will assess your business needs and recommend the ideal package during a Free Consultation.
❓What industries do you specialize in?
We work with one client per industry in a geographic area, ensuring exclusive financial insights and no conflicts of interest.
❓ How do you integrate financial technology?
We utilize real-time dashboards, AI-driven forecasting, and automation tools for better decision-making.
❓ Can I switch between CFO packages as my business grows?
Yes! You can upgrade as your financial needs evolve.
❓ What happens during exit planning?
We provide M&A due diligence, valuation insights, and a step-by-step exit roadmap to maximize business sale value.
Contact Us For More Details
Contact Us Today!

Schedule a Free CFO Consultation

It’s time to meet your company’s potential
Schedule a Free Consultation