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Structured Package

Cash Flow Confidence Package

A hands-on financial clarity engagement where a fractional CFO builds your cash flow forecast, identifies leaks, and sets up reporting so you always know where your money is going.

⏱ 45 days💰 $6,200
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Ideal for
Service businesses turning over $500K–$3M who feel like they are flying blind on cash
Pain points
You check your bank balance to make decisions. You are not sure if you can afford to hire. Invoices go out late and follow-ups are inconsistent. You dread BAS time.
Core Deliverables
—13-week rolling cash flow forecast, financial health check report, cash leak analysis, Xero/MYOB reporting dashboard, team training session (90 min), written handover playbook
Step-by-Step Process
Week 1: Financial health check — review P&L, balance sheet, and bank feeds. Week 2–3: Build 13-week rolling cash flow forecast. Week 4–5: Identify cash leaks and set up automated alerts. Week 6: Deliver reporting dashboard and train your team.
Milestones
Milestone 1 (Day 7): Financial health check report delivered. Milestone 2 (Day 21): Cash flow forecast model complete. Milestone 3 (Day 35): Dashboard live and team trained. Milestone 4 (Day 45): Handover document with ongoing recommendations.
Inclusions & Exclusions
—Includes: forecast model, health check, dashboard, training, playbook. Excludes: bookkeeping, tax returns, audit preparation, payroll setup.
Optional Add-ons
Ongoing fractional CFO retainer ($2,500/mo), debtor management setup ($1,500), Xero cleanup and migration ($2,000)
About the Expert
A chartered accountant and fractional CFO who has helped 40+ SMEs get control of their finances. Specialises in service-based businesses across trades, professional services, and hospitality.
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Package Summary
Price$6,200
Duration45 days
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Kai
SavvyKai AI Advisor
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Cash Flow Confidence Package — SavvyKai