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Part-Time
CFO Services
Firms
CPA Firms Accouting &
Bookkeeping
Firms
Financial Software Consulting Firms
The Six Scoreboards Every Business Needs™ Yes No No No No No
Scoreboards via Software-as-a-Service (SaaS) Yes No No No No No
Clarity Guarantee™ Yes No No No No No
Simple 3-Step Process to Get Started Yes No No No No No
CFO University™ Yes No No No No No
IMPACT Standard of Clarity Yes No No No No No
IMPACT CFO Services™ Yes No No No No No
IMPACT Indicators™ Yes No No No No No
IMPACT Forecaster™ Yes No No No No No
Impact Your Business Book for Entrepreneurs Yes No No No No No
Do-It-Yourself Tools and Resources Yes No No No Yes No
Fixed Fees for Set-Up Yes No Sometimes Sometimes Yes Sometimes
Fixed Fees for Ongoing Relationship Yes Almost
Never
Sometimes Sometimes Yes Sometimes
Involved at least Monthly in Business Yes Sometimes Rarely Yes Rarely Almost
Never
Proprietary Method to Transition to Quantitative Data Yes No No No No No
Experienced, Entrepreneurial CFOs work with you and your staff Yes Usually Almost
Never
No No Almost
Never
Standardized Process for Monthly Reporting Package Yes No Sometimes Usually No No
Standardized Process for Weekly Dashboard Yes No No No No No
Standardized Process for Daily Dashboard Yes No No No No No
Standardized Process for Short-Term Cash-Flow Forecasting Yes No No No No No
Syandardized Process for Annual Forecasting Yes No No No No No
Standardized Process for Long-Term Planning & Forecasting Yes No No No No No
Hands-On Training with Your Staff Yes Sometimes Rarely Sometimes Sometines Almost
Never
Maximize Your Existing Staff, Software, and Procedures Yes Sometimes No No No No
CFO Focused on Your Needs, Not Finding More Work Yes No No No No No
Nationwide-Base of Customers Yes Very Few Very Few Very Few Yes Very Few
Regular, High-Value Content for Entrepreneurs Yes Almost
Never
Almost
Never
Almost
Never
Sometimes Almost
Never
CFO Works with No More than 12 Customers Concurrently Yes Sometimes No No No Sometimes
Maintain Independence from Other Service Providers Yes Sometimes Sometimes Sometimes Sometimes Sometimes