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CFO on Demand 

CFO on Demand is an Annual Membership that allows you as a business owner to get your hands around the fiscal state of your company.  Learn and understand your company's financial position, through quarterly/monthly consulting with a financial business expert, so you can make strategic decisions to strengthen your company.  Take control of your company's growth, rather than the company controlling you.  

Not only will you be able to set clear actionable goals for company sustainability and growth but you will have a financial expert that can assist you along the way!

There are two tiers of the annual membership based on the frequency of CFO consulting.

SNAPSHOT is our quarterly consulting level. 

SPARK is our monthly consulting level.

Here is what you get in the membership:

My Business


  • Identify your company's Past, Present and Future fiscal state.

  • Gain a clear understanding of what the numbers are saying

  • Be empowered to make strategic decisions to establish company:

    • Goals

    • Set metrics and 

    • Clear benchmarks

Quarterly/Monthly Meetings with
Your Business Financial Expert

  • Tailored Expert Access 

  • Added Accountability

  • Handholding

Quarterly/MonthlyMaster Session

  • Be confident in having a partner that walks alongside you

  • Get Expert Financial Business Consulting to ensure that you are on the right track

Documented Success Metrics

  • Clear Key Performance Indicators\

  • Targeted Financial Reporting

  • Have Clarity - No more financial uncertainty 

My Fiscal Health Dashboard Analysis

  • Establish Where the Business is Going

  • Create a Roadmap to Get There

  • Understand the Connection Between the Financials and Operations 

Waste Spending

  • Get more out of every dollar

  • Stop “the bleeding”

Access to
Organized Money™ 

  • Proven Formula so you never feel stuck or unsure


  1. Master Review ($10,000+)

  2. My Business Kickstart ($2,500)

  3. Fiscal Health Dashboard (Priceless)

  4. Documented* Metrics ($6,000+)

  5. Enrollment Organized MoneyTM ($15,000)


  1. Access to *What Business Am I In training material* ($4,500) 

  2. Unlimited email access (priceless)

  3. Complimentary/Discounted access to Webinars/Programs (Priceless)

Guarantee/Risk Reversal

90 Day Money Back Guarantee! 

My Local CFO does not guarantee that you will meet your goal in 90 days.  However we do guarantee that if you follow the program, (without delays) and see no results in 90 days of starting then you will receive your money back.  Plus we will work with you for another 90 days for free.

  • Value: $38,000+

  • Investment: $7,500

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