CFO Advisory & Oversight · $1,500 / month
Run Your Business
With Clear Financial Direction
Experienced financial oversight delivered monthly — without the overhead of a full-time hire. Structured analysis, forward-looking forecasts, and strategic guidance built for businesses generating $500K to $5M annually.
What This Delivers
A clearer picture — every single month
When a business reaches real revenue, the financial questions start arriving faster than a bookkeeper can answer them. When is it safe to hire? Can operations absorb a slow quarter? Is this expansion actually funded right now?
CFO Advisory through Zenthos gives you structured answers to those questions each month — not estimates, not year-end surprises. A regular financial review with a forward-looking perspective, delivered in writing and always on schedule.
The outcome is simple: you move through financial decisions with context rather than guesswork. The planning becomes something you can actually rely on.
Monthly Reports
Organized financials you can read and act on — delivered by the 10th of each month, without you having to ask.
Cash Forecasting
Know what your cash position looks like three to six months ahead. Tight periods become something you prepare for, not react to.
Budget Guidance
Annual budgets grounded in your actual revenue patterns — then tracked against real results as the year progresses.
Strategic Input
Experienced financial perspective available when decisions with real weight come up — not just at year-end.
The Challenge
Revenue growth shouldn't mean more financial uncertainty
01
No visibility ahead
Bookkeeping tells you what happened last month. It doesn't help you anticipate what's coming. At the $500K–$5M range, that gap starts to matter — cash surprises and planning blindspots become costly.
02
Decisions without data
Hiring, pricing changes, equipment investment — these decisions often get made on instinct because the right financial context isn't available when you need it. It doesn't have to work that way.
03
Full-time CFO is too much
A full-time financial executive is a significant cost that most businesses in this revenue range can't justify yet. But going without any meaningful oversight isn't the right answer either.
How We Approach It
The right level of oversight for where your business actually is
Our CFO Advisory engagement puts experienced financial eyes on your business every month. We review your actuals, compare them against projections, update your cash model, and document what we're seeing — including anything that warrants a conversation.
This isn't a retainer where you send questions and wait. It's a structured monthly process with consistent deliverables. You know what you're getting and when you're getting it.
For businesses with growth targets, seasonal patterns, or decisions on the horizon, having this regular financial review in place changes how those situations get handled.
Monthly Financial Analysis
Revenue against target, expense review, margin tracking, and variance analysis — organized into a report that's readable, not a spreadsheet dump.
Rolling Cash Flow Projection
90-day cash position updated each month. Know what's ahead before it lands on your desk.
Budget Development and Review
Annual budget built with your actual patterns, then tracked against results as the year unfolds.
Strategic Consultation Access
Questions that come up between regular reports — decisions, opportunities, or concerns that benefit from financial perspective before you move forward.
What Working Together Looks Like
A steady rhythm — nothing ambiguous, no surprises
Early Month
We pull your financials and run the review. No input needed from you — we work from what's available and flag any gaps we encounter.
By the 10th
Your monthly report arrives. Clear summary, key figures, and anything that needs your attention identified plainly — not buried in footnotes.
Quarterly
A scheduled consultation to discuss patterns, upcoming decisions, and any adjustments to the cash forecast based on how the quarter went.
As Needed
Larger decisions — a new hire, a lease, a pricing move — are worth reviewing before you commit. That access is part of what's included.
The Investment
Structured financial oversight at a fraction of full-time cost
$1,500
per month
A full-time CFO typically requires a six-figure salary. For businesses in the $500K–$5M range, that cost rarely makes sense yet. This engagement provides the structure and oversight that stage requires — at a monthly cost that fits where you actually are.
The engagement runs month-to-month. No long-term minimums required to get started.
What's Included Each Month
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Monthly financial analysis report — revenue, expenses, margins, and variance
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Rolling 90-day cash flow projection, updated each month
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Budget vs actual tracking throughout the year
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Written executive summary with flagged items and observations
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Quarterly strategy consultation — scheduled call or in-person
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Annual budget development (first engagement) and ongoing review
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Email access for decision-related questions between scheduled deliverables
Our Methodology
How the engagement develops over time
Month 1–2
Establish the baseline
We review your historical financials, identify gaps in existing reporting, and set up the template for the ongoing monthly review. The first report creates the reference point for everything that follows.
Month 3–6
Build the forecast model
Enough history to build a reliable forward projection. Cash flow patterns become visible, seasonal tendencies clarify, and budget assumptions get grounded in real data rather than estimates.
Month 6+
Ongoing informed oversight
The financial rhythm is established. Monthly reports become a reliable planning tool. Decisions get evaluated against actual financial context — not instinct or incomplete numbers.
How We Stand Behind This
No complicated commitments to get started
We begin with an introductory conversation — no cost, no obligation. It's the right way to confirm that this service fits what your business actually needs right now. If it doesn't, we'll say so directly.
The engagement runs month-to-month. You're not locked into a long-term contract before seeing what the work looks like in practice.
If at any point the arrangement isn't delivering what you need, we can adjust the scope or close things out cleanly. The goal is that the work genuinely helps — not that we hold you to paperwork.
Introductory consultation at no charge
Month-to-month engagement — no long-term lock-in required
Scope can be adjusted as your business needs change
Transparent reporting — you always know exactly what we found
Getting Started
A clear path from here to your first report
01
Send a Message
Use the contact form on the home page. A brief note about your business and what you're working through is enough to start.
02
Introductory Call
We schedule a 30-minute conversation to understand your situation and confirm this is a good fit. No cost involved.
03
Scope Agreement
We outline exactly what gets delivered, on what schedule, and what we'll need from you to begin. Written and simple.
04
First Month Begins
We review your existing financials, set up the reporting template, and deliver your first monthly report by the 10th of the following month.
Other Services
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Cash Flow Forecasting
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Learn about this service →Ready to Begin?
Monthly financial oversight — starting next month
If your business is in the $500K–$5M range and the financial picture feels less clear than it should, a conversation is the right first step. We'll give you a straightforward answer about whether this service fits where you are.
Reach Out Below