100% USA-Based Team · 200+ businesses supported · $500M+ client revenue managed · 55+ 5-star reviews
A Senior Finance Team Without the Senior Salary
The CFO Plan gives you strategic CFO support, board-ready reporting, and insight into the levers that actually drive profit and value — backed by a guarantee.
The Full-Time CFO Math Doesn't Add Up
You need board-level reporting, forecasting, and strategic oversight — but a full-time CFO runs $250K–$400K+ a year in total compensation.
Cash Growth gives you that same caliber of leadership for a fraction of the cost, with a team behind it instead of one person carrying all the risk.
Strategic Leadership, Fully Installed
What’s Included:
(includes everything from Bookkeeper Plan and Controller Plan. Applies to every Cash Growth engagement, regardless of size)
- Full CFO partnership
A dedicated F&P CFO and CEO in monthly “board meetings” to review strategy, budgets, and key metrics. - Financial Analysis & Optimization
Industry benchmarking, margin improvement, unit economics, and scenario modeling. - Strategic Growth & Exit Planning
Succession plans, M&A due diligence, valuation analysis, and compensation modeling. - Owner Benefits
Personal budgeting, family net worth tracking, retirement contributions, and coordination with financial advisors. - Technology Stack Setup & Optimization
Integration of QuickBooks Online, bill pay systems, FP&A tools, and AI-powered finance systems.
- Custom Reporting & KPIs
Dashboards, 6-month forecasts, and department-level performance tracking tailored to your goals. - Fundraising & Financing Support
Capital raising guidance, investor and board reporting, debt management, and covenant monitoring. - Operations & Internal Controls
SOP development, fraud prevention checks, and accounting team coaching. - Tax & Risk Strategy
Annual business tax return included, plus tax credit identification, insurance, and risk assessments. - Leadership Development
Executive and cultural growth support for your leadership team.
Sound Like a Good Fit?
You’re in the Right Place If…
- You are working harder, revenue is up, but free cash flow has not grown
- You don’t have the financial team and structure to support your desired growth
- Your financials could better reflect the value of your business
We Put Our Fee on the Line
Growth Guarantee: If we don’t grow your free cash flow by at least our annual fee within the first year, we refund the shortfall.
*Guarantee requires timely document access and responses within 1–2 business days.
“Fox and Partners has been outstanding to work with. At a crossroads in my professional life, they have gone above and beyond in every aspect. Hurley and his staff not only took the time to get to know me and my goals, they have helped me do more with my business than I thought possible. If your even considering if they are a company to work with, reach out to them… you will not be disappointed.”
Jonathan R.
“The team at Fox and Partners is amazing. They have helped me strategically shift my business. Their fresh perspectives and recommendations have put a magnifying glass on the pain points in the business that needed to be addressed while holding me accountable for making sure new systems were in place to correct those pain points. It’s not only that they help look at the numbers in my business, which is a huge integral piece, but Hurley is also invested in the vision. Having advisors who believe in where you’re going and can see the bigger picture, are priceless. Thank you guys!”
Kathy S.N
Common Questions Before You Get Started
Do I need to have gone through Bookkeeper Plan or Cash Planning first?
No — if your books are already clean and you’re ready for board-level reporting or exit planning, you can start directly at Cash Growth. The tiers reflect where your needs are today, not a required sequence.
How does the "grow your free cash flow or we refund the difference" guarantee actually work?
We’ll define a clear baseline for your free cash flow at the start of the engagement, and measure against it. If we haven’t grown it by the agreed checkpoint, the difference is refunded. Ask your F&P accountant for the specific terms on your call.
Is this only useful if I'm planning to raise money or sell the business?
No. Board-level reporting and valuation analysis are just as valuable if you’re staying private and just want clear, investor-grade visibility into how the business is actually performing.
Will my current bookkeeper or internal team be replaced?
No. This tier adds the CFO-level strategy layer — capital introductions, exit planning, tax strategy — on top of whatever bookkeeping and controller work is already happening, whether that’s with us or your internal team.
