Summit Services - Your Outsourced CFO

Businesses We Serve

Our service market is businesses with between $1-$20 million in annual revenue. We offer three different outsourced CFO service levels, based on where your business currently stands and the services it needs to get to the next level it aims to achieve...

LEVEL 1: MAINTAIN & SUSTAIN

This outsourced CFO service is for businesses with strong and consistently-profitable business models seeking to maintain their competitive advantage (take our test here to rate your business model strength).

Though it's great for businesses already at the top of their game, it isn’t suitable those needing business model strengthening or the development of systems, structures and plans needed to get there – which are services delivered under our Level 2 and 3 services.

Twice Per Month, Half-Day Engagements, Your Location

Each engagement will be one-half of a business workday (4 hours in morning or afternoon) at your business on recurring days two days per month. Below is a schedule that will generally be followed, but it will be flexible enough in any given engagement to focus upon matters that may be more important or pressing.

Monthly Engagement 1 of 2 – Business Review

Performance, financial controls and cash flow review & projection with owner(s)
Work with accountant/controller and other staff to address any current issues

Monthly Engagement 2 of 2 – Strategy and Financial Planning

Discussion of opportunities, threats and issues for consideration
Short and long term goal setting and planning
CFO-driven projections, analyses, input/guidance supporting all forward plans

Level 1 - Maintain & Sustain Service is a great fit for you and your business if you're on top of your industry when it comes to profitability and competitiveness, and want to sustain your edge at the Summit for the long haul.

Contact us for price quote & free initial consultation

Level 2 - Build & Grow

This outsourced CFO service is for growing businesses needing to develop and implement the systems, structures and plans needed for consistent strength and profitability. It includes all services of our Level 1 service, plus ongoing focus on the development of a strong and consistently-profitable business model, and the strategic and financial planning necessary for business success.

Four Per Month, Half-Day Engagements, Your Location

Each engagement will be one-half of a business workday (4 hours in morning or afternoon) at your business on recurring days four days per month.

Below is a schedule that will generally be followed, but it will be flexible enough in any given engagement to focus upon matters that may be more important or pressing.

Monthly Engagement 1 of 4 – Business Review and Structural Development/Management

Performance, financial controls and cash flow review & projection with owner(s)
Work with owner(s), accountant, controller and staff to develop and manage financial systems, structures, and plans necessary for success

Monthly Engagement 2 of 4 – Business Model Optimization

Discussion and planning on key elements of a strong, profitable business model
Key elements including: vision, capital access and right-fit providers, work quality, pricing, costing, team, sales and marketing, recurring sales, persistent profits, focus and efficiency, integrated financial planning, sustainable growth pace, succession planning

Monthly Engagement 3 of 4 – Business Review and Structural Development/Management

Performance, financial controls and cash flow review & projection with owner(s)
Work with owner(s), accountant, controller and staff to develop and manage financial systems, structures, and plans necessary for success

Monthly Engagement 4 of 4 – Strategy and Financial Planning

Discussion of opportunities, threats and issues for consideration
Short and long term goal setting and planning
CFO-driven projections, analyses, input/guidance supporting all forward plans

Level 2 - Build & Grow Service and Level 3 - Build, Grow & Manage Service are the only services offered to clients when they first come on board, and are necessary to fully implement PERFORMIDABLE's plan for your business to take the Summit! It is a great fit for you and your business if your business seeks to develop a rock-solid business model, and improve profitability and efficiency, so you can get to top and stay there!

Contact us for price quote & free initial consultation

Level 3 - Build, Grow & Manage

This outsourced CFO service is for businesses that don't need a full-time CFO, but do need one who is fully-integrated with the rest of their management team and who works on a one day per week basis (often ideal for businesses between $5-$20M in revenues). It includes all services of our Level 2 service, plus weekly supervision of accounting and financial staff and interaction with other executive or managerial members of staff.

Each engagement will be one 8 hour business workday at your business on recurring days four days per month. Below is a schedule that will generally be followed, but it will be flexible enough in any given engagement to focus upon matters that may be more important or pressing.

Four Per Month, Full-Day Engagements, Your Location

Monthly Engagement 1 of 4 – Business Review and Structural Development/Management

Performance, financial controls and cash flow review & projection with owner(s)
Work with owner(s), accountant, controller and staff to develop and manage financial systems, structures, and plans necessary for success
Weekly supervision, interaction and planning with all accounting/financial staff
Ongoing coordination with key managerial staff (e.g. production mgrs., sales/marketing, office mgr.) re: financial or strategic coordination on profitable business management

Monthly Engagement 2 of 4 – Business Model Optimization

Discussion and planning on key elements of a strong, profitable business model
Key elements including: vision, capital access and right-fit providers, work quality, pricing, costing, team, sales and marketing, recurring sales, persistent profits, focus and efficiency, integrated financial planning, sustainable growth pace, succession planning
Weekly supervision, interaction and planning with all accounting/financial staff
Ongoing coordination with key managerial staff (e.g. production mgrs., sales/marketing, office mgr.) re: financial or strategic coordination on profitable business management

Monthly Engagement 3 of 4 – Business Review and Structural Development/Management

Performance, financial controls and cash flow review & projection with owner(s)
Work with owner(s), accountant, controller and staff to develop and manage financial systems, structures, and plans necessary for success
Weekly supervision, interaction and planning with all accounting/financial staff
Ongoing coordination with key managerial staff (e.g. production mgrs., sales/marketing, office mgr.) re: financial or strategic coordination on profitable business management

Monthly Engagement 4 of 4 – Strategy and Financial Planning

Discussion of opportunities, threats and issues for consideration
Short and long term goal setting and planning
CFO-driven projections, analyses, input/guidance supporting all forward plans
Weekly supervision, interaction and planning with all accounting/financial staff
Ongoing coordination with key managerial staff (e.g. production mgrs., sales/marketing, office mgr.) re: financial or strategic coordination on profitable business management

Level 3 - Build, Grow & Manage Service and Level 2 - Build & Grow Service are the only services offered to clients when they first come on board, and are necessary for full implementation of PERFORMIDABLE's plan for your business to take the Summit! It is a great fit for your business if it seeks help developing a rock-solid business model, improving profitability and efficiency, managing your accounting and financial staff, and coordinating strategy with your other managers - all with the goal of taking your business to the top!