Inclusions & Exclusions
Includes: forecast model, health check, dashboard, training, playbook. Excludes: bookkeeping, tax returns, audit preparation, payroll setup.
Milestone Breakdown
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.
Optional Add-ons
Ongoing fractional CFO retainer ($2,500/mo), debtor management setup ($1,500), Xero cleanup and migration ($2,000)
What is Included
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