Reporting & CFO · Pricing
Quarterly CFO Strategy Session
Starting at$825a quarter
What the price covers
1 entity; one 60-minute strategy meeting with a CFO each quarter, built on the quarter's Backline reporting packs and 13-week cash outlook; agenda and decision summary.
What we do
- Prepare the quarter-in-review summary
- Prepare the strategy agenda
- Hold the 60-minute strategy meeting
- Record decisions and next-quarter priorities
What you get
Quarter-in-review summary, strategy agenda and a recorded set of decisions and next-quarter priorities.
Not included
Monthly CFO capacity (Fractional CFO), budget or forecast builds Annual Budget & Operating Plan, Rolling Forecast & Scenario Planning and transaction projects.
Included in
Every Step. All 6.
- 01Combine the quarter's three reporting packs into a quarter-in-review summaryQuarterly prep · Senior accountant
- 02List open questions and actions from the monthly callsQuarterly prep · Senior accountant
- 03Review the quarter's results, trends and 13-week cash outlookQuarterly prep · CFO
- 04Agree the agenda and decisions to cover with the ownerQuarterly prep · CFO
- 05Lead the 60-minute strategy meetingQuarterly meeting · CFO
- 06Send the decision summary and next-quarter priorities to the ownerAfter the meeting · CFO
More In Reporting & CFO
All 12 servicesBackline Reporting Suite$325 a month1 entity; one consolidated monthly reporting pack from the Backline system alongside the standard statements: management P&L and balance sheet with prior-period comparison, AP and AR aging, a 13-week cash-flow outlook refreshed monthly and commentary, walked through in the monthly 30-minute call.Management Reporting & KPI Pack$625 a month1 entity; up to 10 KPIs; monthly commentary and 45-minute management reviewBudget-to-Actual & Performance Analysis$325 a month1 approved budget; up to 10 material variances; 1 monthly analysisAnnual Budget & Operating Plan$3,025 a year1 entity; 12-month operating plan; staffing/capex; 2 scenarios and 2 review rounds