Are You Using Your Financial Information to Make Informed Decisions?

With a strategic financial partner, profit improvement plans do not fall on you.

Start Today

DEDICATED

One dedicated CFO contact for your growing business.

ACCESSIBLE

Multiple touch points during the month.

AFFORDABLE

Pricing options to suit your business needs.

You do not need to climb alone. HighRidge CFO is your partner for the next chapter in your business evolution.

By focusing on your key business drivers, we deliver insights to support sustainable growth, financial stability, and the ability to make data-driven decisions.

CFO Solutions for a Predictable Fee

Base

Weekly Flash Report

Bi-Weekly Check-In Call

Monthly Review Call

Full Financial Review

Business Specific Financial Dashboard

Quarterly Forecast Updates

Annual Budget

Peace of Mind

Ascent

Weekly Flash Report

Bi-Weekly Check-In Call

Monthly Review Call

Full Financial Review

Business Specific Financial Dashboard

Quarterly Forecast Updates

Annual Budget

Peace of Mind

Summit

Weekly Flash Report

Bi-Weekly Check-In Call

Monthly Review Call

Full Financial Review

Business Specific Financial Dashboard

Quarterly Forecast Update

Annual Budget

Peace of Mind

Weekly Flash Report

A financial snapshot available via web access or email
Provides month-to-date performance of KPIs along with your cash position
Allows you to be more proactive in making business decisions

Bi-Weekly Check-In

A 30-minute bi-weekly video call to address any pressing issues
Discussion points tie into the Weekly Flash Report
Enables open communication with your CFO

Monthly Business Review

A 90-minute monthly video call to take you beyond the numbers
Covers business performance, financial trends, and future expectations
Provides guidance on decisions impacting profitable growth and cash flow

Quarterly Forecast Updates

An 18-month forecast providing financial projections beyond the current operating cycle
Employs scenario-based techniques allowing you to see the impact of different decisions
Keeps your eyes on the horizon instead of focusing on the past

Annual Budget

A 12-month plan that aligns your long-term objectives with short-term operational targets
Provides targets that can be aligned and cascaded through the organization
Allows you to manage your business according to your financial goals

Add-On Solutions

Accounting Process Improvement

An assessment of your current end-to-end accounting processes
Focuses on chart-of-account optimization, expense classification, and streamlining processes
Provides an action plan to improve the accuracy and timeliness of your financial records

Other Support

Entrepreneurial Operating System (EOS) financial planning support
Multi-year financial plans to support lending requirements
Loan documentation review
Capital investment analysis and business expansion support

FAQs

So, do you still think you can manage your business financial strategy alone?

Start Today

Are You Using Your Financial Information to Make Informed Decisions?

With a strategic financial partner, profit improvement plans do not fall on you.

You do not need to climb alone. HighRidge CFO is your partner for the next chapter in your business evolution. By focusing on your key business drivers, we deliver insights to support sustainable growth, financial stability, and the ability to make data-driven decisions.

CFO Solutions for a Predictable Fee

Base

Ascent

Summit

Weekly Flash Report

A financial snapshot available via web access or email

Provides month-to-date performance of KPIs along with your cash position

Allows you to be more proactive in making business decisions

Bi-Weekly Check-In

A 30-minute bi-weekly video call to address any pressing issues

Discussion points tie into the Weekly Flash Report

Enables open communication with your CFO

Monthly Business Review

A 90-minute monthly video call to take you beyond the numbers

Covers business performance, financial trends, and future expectations

Provides guidance on decisions impacting profitable growth and cash flow

Quarterly Forecast Updates

An 18-month forecast providing financial projections beyond the current operating cycle

Employs scenario-based techniques allowing you to see the impact of different decisions

Keeps your eyes on the horizon instead of focusing on the past

Annual Budget

A 12-month plan that aligns your long-term objectives with short-term operational targets

Provides targets that can be aligned and cascaded through the organization

Allows you to manage your business according to your financial goals

Add-On Solutions

Accounting Process Improvement

An assessment of your current end-to-end accounting processes

Focuses on chart-of-account optimization, expense classification, and streamlining processes

Provides an action plan to improve the accuracy and timeliness of your financial records

Other Support

Entrepreneurial Operating System (EOS) financial planning support

Multi-year financial plans to support lending requirements

Loan documentation review

Capital investment analysis and business expansion support

So, do you still think you can manage your business financial strategy alone?

You do not need to climb alone. HighRidge CFO is your partner for the next chapter in your business evolution.

By focusing on your key business drivers, we deliver insights to support sustainable growth, financial stability, and the ability to make data-driven decisions.