First 30 days
Review recent financials, open invoices, bills, payroll, and debt. Get a 13-week cash forecast, an owner dashboard, and three priority actions.
Fractional CFO services for small businesses
Know what you can afford and where you’re making money.
We turn bookkeeping, bank activity, and sales data into a cash forecast, a clear view of profitability, and a monthly action plan.
Request a CFO Fit CallWhat working with Caesar looks like
Every month
Review cash, margins, collections, and results against budget. Leave your CFO meeting with a one-page action plan that assigns owners and deadlines.
Before a big decision
Compare the cash impact, break-even point, and downside of hiring, changing prices, buying equipment, borrowing, or expanding.
If you’re considering a second manager, we can model the added payroll against seasonal sales and cash on hand. You’ll see the cash reserve and sales level that would support the hire.
Choose the support you need
Financial Clarity Review
$1,250 one time
Review three closed months, identify cash and margin issues, and get a 90-day action plan.
Monthly CFO Essentials
From $1,750 per month
For one entity. Includes a rolling cash forecast, a monthly dashboard, one CFO meeting per month, and an action plan.
Fractional CFO Growth
From $3,500 per month
Includes Essentials plus annual budgeting, twice-monthly meetings, decision modeling, and management reports for lender conversations.
Indicative fees in USD assume current bookkeeping. Cleanup, multi-entity reporting, and complex financing projects are scoped separately. Caesar handles forecasting and management reporting. Your bookkeeper maintains the books and your CPA handles tax preparation and filings.
Support for Arizona retailers and service businesses
Arizona retailers can request a separate review comparing point-of-sale records, the books, and Arizona Transaction Privilege Tax (TPT) reporting by location or activity.
Bring one decision you’re weighing. We’ll discuss the numbers you need and whether a one-time review or ongoing CFO support fits.
Email Caesar to request a CFO Fit Call