Reporting & CFO · Pricing

Board or Management Financial Presentation

Starting at$950per presentation

What the price covers

1 additional presentation; up to 5 slides; prep and 60-minute meeting

What we do

  • Prepare the additional presentation; reconcile source figures and draft up to five slides
  • Review the narrative and lead the 60-minute meeting

What you get

Presentation deck and a record of decisions/actions.

Not included

Presentations already covered by Fractional CFO meetings.

Every Step. All 7.

  1. 01Confirm the presentation's purpose and audienceUp to 5 slides · Senior accountant
  2. 02Select figures from the approved financial reportsUp to 5 slides · Senior accountant
  3. 03Check the source totals and comparison periodsUp to 5 slides · Senior accountant
  4. 04Draft the five-slide financial narrativeUp to 5 slides · Senior accountant
  5. 05Prepare the questions and decision pointsUp to 5 slides · Senior accountant
  6. 06Review the story and significant financial claimsReview + 60-minute meeting · CFO
  7. 07Lead the 60-minute meeting and record decisions and actionsReview + 60-minute meeting · CFO

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next?

Bring us the plan, the moving parts,
and the question you haven’t found
the right person to ask.

Email us937.591.1828