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 strategy call per quarter

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

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 :

1 strategy call 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

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 :

2 strategy session per month

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

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.

Our Unique Edge

Why Choose 786 VCPA?

Our CFO Process

How It Works

Real Results, Real Impact

Client Success Story

Our EBITDA grew by 22% in just six months, thanks to 786 VCPA’s expert CFO guidance.

– Tommy Norgaard

Sayem is highly knowledgeable, professional and well communicated. You can tell that client satisfaction is of top priority within the business and I’d highly recommend to any business or individual needing accounting related services from a Chartered Professional Accountant (CPA).

– Andrew

Sayem is absolutely wonderful to deal with! He and his team have made themselves available to answer any of our questions and have been quick to respond. Cannot recommend highly enough!

– Roshan Thomas

Sayem is an exceptional CPA and a great person to work with. Sayem handled the books for my startup from just about inception to well into 8 figures. Sayem is detail oriented, patient, and knowledgeable. He takes the time to understand client needs before jumping into offering a solution. I would highly recommend Sayem for anyone looking to hire a smart, and competent accountant.

– Jolynn Kolinski

Sayem is a solid professional with strong leadership and interpersonal skills with a passion for delivering personal and thorough service to his clientele. He is extremely knowledgeable and such a kind human being! Defiantly reach out to Sayem for your Accounting needs!

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.

Schedule a Free CFO Consultation

It’s time to meet your company’s potential

Transform Your Business with Expert CFO Guidance

CFO Services Pricing & Features Comparison

Basic CFO Advisory ($499/month)

Strategic CFO Partnership ($1,499/month)

Accelerated Growth CFO($3,999/month)

Exit & Transformation CFO($5,999/month)

Transform Your Business with Expert CFO Guidance

One Client Per Industry Policy

Custom CFO Solutions

Real-Time Insights & Automation

Why Choose 786 VCPA?

Exclusive Focus on Your Industry

Proactive Financial Leadership

Cutting-Edge Technology & Insights

Trusted by Growing Businesses

How It Works

Step 1: Free Consultation

Step 2: Custom CFO Package Selection

Step 3: Implementation & Continuous Monitoring

Client Success Story

– Tommy Norgaard

– Andrew

– Roshan Thomas

– Jolynn Kolinski

Frequently Asked Questions

❓ How do I know which CFO package is right for my business?

❓What industries do you specialize in?

❓ How do you integrate financial technology?

❓ Can I switch between CFO packages as my business grows?

❓ What happens during exit planning?

Schedule a Free CFO Consultation

Services

Area We Serve

Major Cities

Industries

Resources

CPA Canada

CPA Alberta

Xero

QuickBooks

CEPA