Advisory Solution

Suncoast CFO Advisory SolutionThe key focus of an advisory role is to support the CEO or Business Owner in not only operating the business, but also in planning for its future.

The Advisory Solution role is geared toward a monthly engagement of one on-site business day to cover:

  • Reviewing and revising the business game plan.
  • Establishing financial goals.
  • Reviewing monthly the progress toward reaching those goals.
  • Continually collaborating on tactics and strategies toward performance improvement.

Dedicated time each month will be set aside with the Business Owner, and other designated key members of management, to undergo an overall business review, as outlined above.  The monthly Advisory Solution is intended to require approximately $1,000 per month.