Flow CFO | Strategic Planning and Budgeting

For Founders & CEOs looking to take their business to the next level

Designed for E-Commerce businesses with Revenues <$1m

Financing

Work out how much Capital you will need to grow your business

Inventory

How much inventory will you need to meet your sales targets?

Benchmarking

How does your business stack up against others? Where do you need to improve to scale?

Budgeting

We'll create a budget for the next 12 months and upload it to your accounting system (QBO or Xero)

Strategy

We'll discuss how your strategy is driving your planning & budgeting

You

Let us help you move from firefighting to driving and running your business

Planning your business future

What's Included?

A 3 year financial model built from your Cloud based accounting system and Shopify data
A 2 hour planning call with one of our experts
A 1 hour model review & budget sign off meeting
Over 20 KPIs to help you run your business

E-Commerce

<$1m Revenue

USD$

per Store

Delivering your 12 month Strategy, Planning & Budget

3 Year Financial Model
1 Year Budget
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2hr Strategy & Planning
Over 20 KPIs

I'm Ready

Plus 1 Year's Support

E-Commerce Plus

<$1m Revenue

USD$

per Store

Strategy, Planning & Budget plus Quarterly CFO Support

E-Commerce Features
Quarterly CFO meeting
KPI Dashboard
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Expert advise

Let's Go

Multiple Sales Channels

>$1m Revenue

Custom

per business

For larger organizations with more complex operations

Multi-Channel Planning
Scenario Analysis
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Strategic Advisory
Ongoing Support

Book Call

For Founders & CEOs

Strategic Planning and Budgeting for E-Commerce businesses

For Founders & CEOs looking to take their business to the next level

Financing

Inventory

Benchmarking

Budgeting

Strategy

You

Planning your business future

What's Included?

<$1m Revenue

<$1m Revenue

>$1m Revenue

TheCPStack Services Inc