Perfect for Growing Businesses – The Basics plus extra CFO help

As you grow your business, you will be facing new challenges and different problems. Maybe you have tried to grow your business but you can’t seem to break through that seeming wall. In either case, it is important to get good financial and strategic advice to help you reach that next level.  The “Wiser” CFO Service with Xero Accounting Software is the right combination to make this happen.

In addition to all the services provided with the “Wise” CFO Service, this service increases the business review meetings with your Part-time CFO to quarterly instead of just yearly and provides you with a suite of in-depth analysis tools and metrics which help you assess profitability, cash flow, growth and other tailored key performance indicators you need to track in order for your business to grow to its full potential. You will see these metrics on your own customized reports and dashboard that is integrated with Xero, called Fathom. At just $349 per month, it’s an affordable step up from our basic CFO service.

 Who will love “Wiser” CFO Service?

  • Established Small Businesses
  • Small Businesses growing quickly
  • Small Businesses wanting to grow but having difficulty
  • Business Owners who want to make the right decisions


What will you get with “Wiser” CFO Service?

  • Xero Subscription – the easy to use but powerful way to manage your business
  • Training on Xero – to get you started on the right track
  • Monthly Management Reports – available at the touch of a button with comments to help you improve your business’ performance
  • Year-end Financial Statements – ready for you to use for your tax return
  • Email and telephone support – to get the help you need when you need it
  • Access to Part-time CFO – to ask us anything when you have questions or want to bounce an idea off us
  • One Personal Income Tax Return prepared – by one of partnering firms or we will pay the equivalent amount to your own tax preparer
  • Digital KPI Dashboard for your Business – so you and your Part-time CFO can assess your business’ performance, monitor trends and identify improvement opportunities all through a Xero Add-On called Fathom
  • Quarterly business review meeting – so you and your Part-time CFO can discuss more frequently, your future growth strategy, financing requirements,  and anything else that is weighing on your mind


Get “Wiser” CFO Service now – starting at $399 per month

It’s easy to get started – just call or email to make a no-obligation chat. When you are ready, we’ll set you up right away.

We guarantee that you will love it. If you decide that you don’t love it and want to cancel any time in the first 2 months, we’ll give you all your money back. We are that confident that you will love Xero and Profitable Wisdom.

Contact us today: Click here

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Wise CFO Service

Wisest CFO Service

Partnering CFO Services

Also available at reasonable rates through partnering firms:

  • Accounts payable data entry service
  • Bookkeeping
  • Personal and Corporate Tax Returns
  • Tax Planning