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ServicesFinance Leadership

Financial leadership for a more active decision agenda.

Some venues need more than a monthly strategy conversation. Finance Leadership combines the managed accounting foundation with frequent planning, analytical support, and follow-through on agreed financial decisions.

From $8,500/month. Fixed scope and fee agreed before kickoff.

A wedding and event venue prepared for its next reception.
Four leadership meetings.One defined analysis each month.

The accounting foundation stays dependable

Venue CFO runs the accounting workflow, reconciliations, supporting schedules, and monthly financial reporting in scope. Locations and legal entities are named in the proposal rather than assumed to be unlimited.

Client staff can support the agreed process. We do not wait for another accountant to deliver completed books before we can begin our reporting work.

The managed accounting foundation
01
TransactionsClassified in the agreed accounts
02
BalancesReconciled for covered accounts
03
Monthly reportingStatements, scorecard & explanation

A maintained view of the business

A planning framework, maintained throughout the month.

  1. 01

    Annual budget

    An annual operating budget.

  2. 02

    Operating forecast

    An 18-month operating forecast refreshed monthly, with up to two additional assumption refreshes each month.

  3. 03

    Cash forecast

    A weekly updated 13-week cash forecast.

  4. 04

    Variance & allocation

    Monthly variance analysis and relevant cash-allocation recommendations.

Forecasts use stated assumptions and do not guarantee results. Major new models and transaction work are separately scoped.

A defined leadership cadence

Four 45-minute leadership meetings each month, one defined decision analysis monthly, weekly review of the agreed action register, and up to four hours of between-meeting advisory support concerning the existing reports, forecasts, and active decisions.

One additional adviser or lender coordination meeting of up to 45 minutes is included each month. Routine requests receive an initial response within one business day; completion depends on the work required.

These meetings replace the lower-tier meeting cadence. The service is not an unlimited executive role or automatic appointment as a corporate officer.

Your monthly leadership cadence
0145 min
0245 min
0345 min
0445 min
1 defined decision analysisEach month, with weekly action-register review.

Four scheduled leadership meetings each month replace the lower-tier meeting cadence.

Suitable decisions

Pricing

Pricing and package changes.

Staffing

Staffing and operating-cost choices.

Cash

Cash priorities.

Locations

Performance across agreed locations.

Capital

A defined capital-spending question.

Acquisitions, valuations, major financing assignments, new-property feasibility, and custom system builds require separate project scoping where within our capabilities.

A clear scope
from the start.

Payroll and tax responsibilities remain explicit

Payroll accounting is included. Payroll administration is a separately scoped optional addition. Income-tax work and sales/beverage tax filings remain with separately engaged providers, with named accounting handoffs.

Is this only for venue groups?

No. A single venue can need frequent financial leadership, while a multi-location business may need a lighter advisory cadence. Complexity affects the fixed quote separately from the service level.