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.
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
Strategic CFO Partnership ($1,499/month)
For Growing Companies
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
Accelerated Growth CFO($3,999/month)
For Scaling Businesses
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
Exit & Transformation CFO($5,999/month)
For Exit-Focused Businesses
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
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.
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.
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.
Real Results, Real Impact
Client Success Story
Our EBITDA grew by 22% in just six months, thanks to 786 VCPA’s expert CFO guidance.
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 Today!
Schedule a Free CFO Consultation
It’s time to meet your company’s potential