Premium monthly CFO engagement
The monthly CFO engagement is the core premium Venue CFO offer. It is not SaaS, not a dashboard-only engagement, and not generic advisory.
We use Tripleseat or booking data, accounting actuals, POS, payroll, and payment data to run forecasts, profitability analysis, and monthly decisions with owners and operators.
The work is designed to make venue finance practical every month: close, forecast, decide, assign owners, and track the actions.
The engagement depends on reliable monthly accounting data and useful operating exports. If the data model is not ready, the Venue Finance Sprint can build the first version before the monthly cadence begins.
Venue finance is shaped by booked events, timing, mix, capacity, deposits, staff planning, and direct event costs. The model has to reflect those realities.
Tripleseat or another booking system provides event type, event date, booked value, package, guest count, payment timing, booking pace, and lead-time detail. POS, payroll, and payment data add cost and timing context where relevant.
Accounting actuals close the loop on revenue treatment, event-cost categories, payroll, vendor spend, payment activity, and cash movement. The CFO model ties actuals to bookings so the forecast stays useful.
We do not offer standalone bookkeeping, AP, payroll, or tax filing. As part of the engagement, we may clean up account mapping, reclassify transactions, standardize event-cost categories, and make accounting data model-ready.
No. Dashboards can support the work, but the engagement is built around monthly CFO decisions, forecasts, memos, owners, and action tracking.
Sometimes. If accounting data is clean, exports are reliable, and monthly close standards are already in place, the monthly CFO engagement can start directly.
No. QuickBooks is strongly supported, but the model can work with other accounting systems when data is clean, exportable, and closed consistently.
