Venue CFO
The agreed accounting, reporting & financial work
The financial support your venue needs. Clearly defined.
Every Venue CFO engagement starts with managed accounting and useful reporting. Add forecasting and financial leadership when the decisions ahead require them.
The accounting stays dependable at every level.
We manage the agreed classification, reconciliations, accounting schedules, and monthly reporting process. Payroll and tax-related balances are recorded and reconciled within scope. Your financial report explains the results rather than leaving you with unexplained statements.
The difference between tiers is the depth of planning and advisory work, not whether your accounts receive appropriate care.
Built for wedding and event venues, including operators that provide catering and bar service for their hosted events.
The managed accounting foundation
01
TransactionsClassified in the agreed accounts
02
BalancesReconciled for covered accounts
03
Monthly reportingStatements, scorecard & explanation
Choose the service that matches the job.
Finance & Insights
From $3,500/monthMonthly accounting, financial statements, a standard venue scorecard, contracted collection visibility, and a 30-minute review.
Explore serviceCFO Partnership
From $5,500/monthEverything in the accounting foundation, plus a rolling 18-month operating forecast, a weekly-updated 13-week cash forecast, monthly strategy and check-in meetings, and one defined decision analysis each quarter.
Explore serviceFinance Leadership
From $8,500/monthThe CFO forecasting framework, four leadership meetings each month, more frequent updates to existing assumptions, and one defined decision analysis each month.
Explore serviceWhat happens when we begin?
CFO engagements include forecast setup. Finance & Insights does not require you to purchase forecasting you do not need.
- 01
Agree the engagement
We agree on the scope, fees, systems, and responsibilities before kickoff.
- 02
Establish the reporting rhythm
The launch establishes access, accounting treatment, report definitions, and the first delivery calendar.
- 03
Identify any cleanup
Cleanup or migration work is identified separately rather than hidden inside the monthly fee.
Who does what?
We run the agreed accounting and financial-management work. You approve business decisions, payments, and payroll inputs. Your staff can support the process without becoming the gatekeeper for completed books.
Payroll administration is an optional operational service, not an automatic CFO inclusion. Income-tax preparation remains external. Sales and beverage tax specialists prepare and file the returns in their scope; we coordinate the named accounting handoffs.
Your team
Information, business decisions & approvals
Your other providers
Their named payroll and tax responsibilities
A specific question before a recurring engagement?
The Venue Profit & Cash Review provides a defined analysis and written findings for one suitable financial question. It is optional, not a required first purchase.
Frequently asked questions
Is this outsourced accounting or fractional CFO work?
Both are available. Finance & Insights is a managed accounting and reporting service. The CFO Partnership and Finance Leadership add the forward-looking financial work and decision support described in their scope.
Can you advise us while another accountant controls the books?
That is not our standard recurring service. We need to run the agreed accounting process so we can deliver the reporting and advice responsibly.
Can our office manager remain involved?
Yes. We define useful tasks, access, approvals, and deadlines together.
Does a second location require the highest tier?
No. Additional complexity affects the quote. Advisory intensity determines the service level.
Do you work with restaurants?
Our focus is wedding and event venues, rather than regular restaurant operations. Catering and bar service delivered as part of hosted events fit our approach. For businesses with related operations, we define what belongs in the engagement before proposing the work.