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Make Changes Today that Affect Profitability Tomorrow.®

Get the professional perspective you need to solve your exact challenge:
Flat sales • Shrinking profitability • Pricing & gross margin issues • Rapid growth • Succession planning • Funding complexities

CFO Simplified solves the problems AND the worries

At CFO Simplified, we believe in transparency, clarity, and making informed decisions.

Because of these values, we put our pricing right here on the website. Why don’t all outsourced companies put pricing on their website? We wondered that too, so we asked and, without fail, their answer was, “well, it’s complicated.”

Every company is different, every engagement ebbs and flows.

Some of our clients fit 100% in one of the areas outlined below. Usually, there is overlap. A company needs ongoing services and some additional options, a company wants Cash Flow Management but their Deep Dive suggests that a Profitability and Sales Channel analysis would benefit them.
The purpose of putting pricing on the website is so you can understand what your options are and make an honest assessment of whether you are committed to your companies financial health and the future profitability of your business.


Project-Specific Pricing

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The Deep Dive Strategic Analysis:

The Deep Dive Strategic Analysis takes a comprehensive look at your operation to identify the good, the bad, and the ugly in one concise report that results in remediation recommendations. We identify the issues that have been inhibiting your growth and profitability and provide you with the solutions to improve going forward. Deep Dive Strategic Analyses range in price from $5,000 for companies with a more simple structure (often those with under $25M in revenue, to $10,000 for those with more complex structures, often, those with over $25M in revenue.

Time to complete: 8 – 20 hours – Total cost: $5,000 – $10,000

Cash Flow Management

Broadly, the Cash Flow Management engagement would address your company’s short-term and long-term cash issues.

  • Define the purchasing process.
  • Control inventory purchases.
  • Develop a work plan to identify and remove excess and unnecessary inventory.
  • Work through discretionary spending.

Create a new cash flow model.

Time to complete – 20 – 30 hours – Total cost capped at $7,500


Profitability and sales channel analysis:

In a Profitability and Sales Channel Analysis, our fractional CFOs work through sales and sourcing, channel profitability, and rationalization. This engagement process includes establishing product profitability and defining product offerings.

Time to complete – 12-16 hours – Total cost capped at $4,000


Ongoing Fractional CFO Support & Pricing

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Oversight of the Company’s accounting and finance operations

  • Calculation of manufacturing costs and acquisition costs of products
  • Review of internal controls for verification of appropriate segregation of duties
  • Review and implementation of changes to accounting practices and procedures to assure prompt and accurate GAAP reporting
  • Preparation for and supervision of year-end close, including support of outside accountants

Supervision of month-end close includes

  • Establishment of timely and efficient month-end close
  • Review of month-end account reconciliations including
    • Bank Accounts
    • Inventory

Other significant Balance Sheet account review

  • Preparation of annual/monthly financial reports with appropriate subsidiary reporting details and analytics
  • Selection and monthly reporting of KPIs and appropriate dashboards
  • Analysis of financial reports
  • Management by exception reporting, and problem identification

Development of key performance indicators (KPIs)

  • Selection of departmental and company-wide KPIs
  • Reporting on monthly KPI results

Participation in regular staff meetings

  • Participating in President-level staff meetings

Private one-on-one weekly call with President

  • Strategic partnering for maximum insight
  • Highlighting opportunities or trends in the business reflected in financial performance
  • Acting as an extra set of eyes and ears to vet ideas and concerns and gain a different viewpoint or affirm the current thought processes

Review of other significant company operations

  • Human resources
  • IT
  • Risk management – business insurance
  • Legal contract reviews
  • Managing the company’s banking relationships, and assisting in the preparation of required bank reports (e.g., BBC, Compliance Certificates)
Monthly fractional CFO Services – between $3,000 – $18,000/mo


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Our people are unique CFOs. They are all operationally
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