Details.
Includes everything in Foundation, plus year-round tax planning, a monthly CFO financial summary and insights, cash position and 60-day forward visibility, job costing and profitability tracking, proactive tax-saving recommendations, bi-annual CFO review meetings, on-call advisory for hiring decisions, equipment purchases and loan analysis, priority support, a custom KPI dashboard, multi-entity and complex structure management, and an annual financial strategy session. Final price is set during the Proposal Meeting based on volume and complexity.
