ADVISORY
&
STRATEGY

Expert Financial Leadership

Delivering your strategic success

Get access to experienced CFOs who excel in:

WHEN TO HIRE A CFO

Rapid Growth

If your startup or scaleup is experiencing rapid growth, managing finances may become increasingly complex.

Financial Challenges

A CFO can provide the necessary financial guidance to navigate this complex process.

Lack of Inhouse Financial Expertise

If your current team lacks financial experience or struggles with strategic financial planning, a fractional CFO can fill the gap.

Scaling Operations

When your company reaches a certain size, managing finances becomes a full-time job. A CFO can help streamline financial processes and provide financial leadership to support your company’s growth trajectory.

We offer a cost-efficient solution, our trusted CFO professionals are ready to step in.

STRATEGIC
ADVISORY

Delivering high-level financial strategy and leadership for long-term success.

FINANCIAL
OVERSITE

Focused on managing financial operations and ensuring accuracy in financial reporting.

ESSENTIAL
SUPPORT

(Addon Service)

Providing day-to-day accounting services and ensuring reliable financial data.

providing businesses with innovative and effective solutions

OTHER SERVICES

BANKING

Manage banking relationships

LEADERSHIP

Operations leadership

EXIT

Identify Advisors Due Diligence,

ONBOARDING

Conduct interviews to understand your revenue cycle, identify KPIs, build a forecasting model and review the current accounting system.

MONTHLY MEETINGS

Analyze and track results, forecasting meeting,

PROJECTS

Define and deliver one time projects, annual tax return, annual benefits review

analytic insights

Our cutting-edge technology provides robust, detailed reporting tailored to your needs, ensuring you have the insights to make informed decisions. With fully customizable user dashboards, you can track what matters most to your business. Streamlined and efficient, our platform is designed to save you time while delivering high-performance results

What’s Next

SCHEDULE NEEDS MEETING

ASSESSMENT OF NEEDS

Identify services desired from Sage CFO Group

REVIEW SOW

WRITTEN STATEMENT OF WORK

Needs defined in a statement of work ready for signature

SCHEDULE ON BOARDING

SCHEDULE START DATE

Identify priority areas and determine how to measure them