CFO
(Foresight)
Starting at $2,500/month
Our CFO service, known as Foresight, delivers high-level financial strategy and management:
Comprehensive Financial Management:
Offering all-inclusive bookkeeping and controller services, combining the features of both our Bookkeeping (Hindsight) and Controller (Insight) packages.
Tailored Reporting and Metrics:
Developing custom financial reports and metrics to precisely monitor business performance and facilitate informed decision-making.
Strategic Planning and Projection:
Creating long-term financial projections and models, alongside strategic growth plans, to guide your business towards sustainable success.
Expert Financial Guidance:
Providing high-level financial advice, strategy, and forward-thinking guidance to optimize performance and capitalize on growth opportunities.
Why Choose
CFO
(Foresight)?
This service is perfect for businesses looking for comprehensive financial leadership and strategic guidance. It ensures you have the insights and support needed to make informed decisions and drive long-term success.
Bespoke Client Portal FAQs
What distinguishes the CFO service from the Controller service?
The CFO service includes all Controller services plus advanced financial strategy, long-term projections, custom reporting, and high-level financial advice to drive strategic growth.
How often will I receive updates on my financial data?
You will receive real-time weekly financial data updates, along with monthly profit and loss statements, balance sheets, and cash flow statements.
What kind of strategic insights will I get from the quarterly CFO meetings?
During these meetings, you will receive in-depth analysis and actionable insights on financial performance, growth opportunities, and strategic planning.
How does the dedicated accountant help with getting investor-ready?
Our dedicated accountant prepares detailed financial reports, projections, and analyzes to present a compelling case to potential investors, ensuring your business is investor-ready.
Start Your Financial Journey with a Free Consultation!
About Us
Our approach to complex tax management goes beyond technical expertise, it’s about partnership. With 17 years of experience in innovative tax solutions and working with top CPAs, our defining feature is our steadfast commitment to our clients. Bespoke Tax Solutions PC is not a CPA firm.
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