Block CFO Platform
Sample Engagement Selections
Ideal for Start-ups
to Companies with
$1MM-$5MM in Revenue
suited for Companies
with $5MM-$10MM in Revenue
Ideal for Companies without a Board, or a Board with limited industry experience
Activities that make up successful engagements
Deep Dive Assessment
of the operational and
financial state of the business, formalized in a presentation to management.
Strategic Planning Session
Working session focused on creating and implementing the Company’s Strategy, incorporating operational and financial goals and objectives.
Create a 5-10 year, driver based financial model that aligns with the Strategic plan –includes multiple management meetings
to fine-tune assumptions.
Managing cash is critical to any business and can be a significant time drain on management. We create a weekly cash forecast and add structure to the process.
Identify the data points that truly drive the business (along with the corresponding actionable levers), measure them on a Scoreboard, and recommend a plan of action.
Workshop to reassess the current state of the Strategy, evaluating both operational and financial performance, and recalibrating as needed.
Bi-Weekly Tactical Check-In
One-on-one session to discuss current events and recent activities, while providing real-time financial guidance for tactical decision making.
Monthly Financial Review
Designed to go beneath the surface of the numbers, identifying trends, successes, opportunities, areas to watch, and recommendations / takeaways to consider.
Quarterly "Board Meeting"
Strategic ‘Board Meeting’ style management presentation that includes financials and KPIs to highlight trends, opportunities, and areas to watch.
Typically in a + Engagement
Each engagement includes an incremental block
of dedicated support
Dedicated timeto support financial activities that arisethroughout theengagement
Up to 16 hours of additional support included
Reserved / dedicated support for agreed upon services
Ideal for scaling up around year-end or special projects
Unused hours roll from month to month
CPA / Bank / Lender Meetings
Participate in meetings with the Company’s CPA, Bankers, Lenders (orother stakeholders) to align tax, financial planning, and banking strategies.
Support for financing activities, which could include lender / investor meetings, road show presentations, and diligence support.
Createfinancial models andbusinesscases to evaluate expansion scenarios, M&A transactions, capital investment alternatives, etc.
Model scenarios to isolate potential liquidity issues, working capital needs, the impact of supply chain delays, covenant compliance, etc.
Ad Hoc Analytics
Quicklyassess potential threats and opportunities as they arise, analyzing situations based on both qualitative and quantitative factors.
System + Automation
Optimize (or automate) business processes through a combination of process redesign and system enhancements.