OUR SOLUTIONS

With clients at the heart of everything we do, we've built the packages that respond to the needs of all business based on their size and goals. You'll see results from day one.

Choose Your Package

Startup
Emerging
Growth
Middle Market
Overview
Ideal for entrepreneurs and early-stage companies with few employees. You may have lower transaction volumes and straightforward accounting requirements today, but our systems will scale with you as your business grows.
Silver Package
Gold Package
Platinum Package
Plus Package
For startups, our Silver package takes care of the nuts-and-bolts bookkeeping and gives you a dedicated finance professional to address your daily needs. We’ll set you up with automated bills and receipt processing, bank reconciliations, payroll processing and more, with secure access to your data anytime, anywhere, so you can focus on the rest of your business. It’s all designed to help you know your numbers and manage your cash flow. When giving the required attention to the financial details is not an effective use of your time, start here.
For startups, our ever-popular Startup Gold package will get you heading in a growth direction as soon as possible. In addition to nuts-and-bolts bookkeeping, you’ll get FP&A-led budgeting and management reporting to help you allocate resources where they will have the most impact, and a CFO to hold you accountable with facts. Our Gold package helps you know what you have today, what you will need in the medium term, and how you will get from here to there. When you’ve matured to the point where you have some good problems to solve – the need for capital investment, measuring what matters, justifying funding requests – start here.
Startups that have been focusing on revenue growth often lose track of the other fundamentals like leverage and the cash position. That’s where our Platinum Package steps in. More than ‘reporting the numbers’, a CFO will partner with your leadership team, investors and board to offer strategic direction, meaningful financial advisory, budgeting, key metrics and more to support you as you grow – a true collaborative relationship. When you need to think broadly about business strategy and not just financial issues in order to champion performance, start here.
Gearing up for a funding round? Looking to merge or exit? Need crisis management to stabilize a company that’s in serious trouble? For startups that need specific deal-support capabilities, our Startup Plus Package is ideal. From capital requirements analyses and due diligence to exit strategy planning and post-merger integration support, we support you through this critical stage with a bias towards action – driving the deal through to create real success. When you have something specific going on, start here.
Bookkeeping
Dashboards
Management
Reporting
Capital Raise
Monthly
Reconciliation
Budgets
Day2Day CFO
M & A
Financial Reporting
KPIs
Board & Investor
Reporting
Turnaround
Management
Overview
Ideal for companies that have higher transaction volumes and require a deeper level of financial expertise. Your business model may still be maturing, and our systems will put in place the processes required to manage the complexities of rapid monetary growth.
Silver Package
Gold Package
Platinum Package
Plus Package
Keeping up with cash and cash flow is everything at this critical time in your lifecycle and if you don’t get the basics right, you may find yourself with a whole new set of headaches as you try to scale your business. For emerging companies, our Emerging Silver Package organizes the financial set up from the ground, providing a one-stop shop for transaction processing and recording in the cloud. Our controllers will actively report on the company's cash balance, to help you manage cash on a regular basis and give you added impetus to collect money and/or generate revenues. When you need to manage the time and money needed to get to the next level without running out of either, start here.
At this point in your lifecycle, your business model is likely still evolving and would benefit from a strategic focus on financial objectives, KPIs, cash flows and liability control which, individually, may have a huge impact on your bottom line. That’s the focus of Emerging Gold. Alongside the full suite of bookkeeping and transaction processing, our Emerging Gold Package puts the spotlight on budgeting to help you plan, track and control spending, and is designed to meet the holy trinity of achieving positive cash flows, optimizing your leverage and zeroing in on bottom-line growth.
When you’re looking for a step-change in business performance, the Emerging Platinum Package is the perfect solution. Giving hands-on support from a CFO, we will partner with your leadership team and board to establish core financial processes, perform accurate forecasts, manage assets, budget effectively and predict potential disruptions – everything to drive measurable value and forge the path for growth. When you need a CFO to be that partner that moves the needle for the business, start here.
For emerging businesses that are about to do something big – a merger and acquisition, restructuring, capital raise, turnaround or steep growth – we’ve created the Emerging Plus Package. Focusing heavily on deal support, Emerging Plus will partner you with a key CFO-level deal strategist to ensure your deal is financially sound, comprehensively researched, optimally structured and meets larger corporate objectives. Tunnel vision is a liability for emerging companies. We provide the 360-degree view to help you understand the potential problems and to give you a clear sense of the upside, so that when deals go forward, you can sell the vision to stakeholders.
Bookkeeping
Dashboards
Management
Reporting
Capital Raise
Monthly
Reconciliation
Budgets
Day2Day CFO
M & A
Financial Reporting
KPIs
Board & Investor
Reporting
Turn Around
Management
Overview
Ideal for companies that are already generating significant positive earnings and expect to increase their profits markedly in the future. Our solutions help you leverage the relentless pace of growth and ensure you never stop improving.
Silver Package
Gold Package
Platinum Package
Plus Package
Moving into the growth stage requires an expansion of automated systems and additional interconnectedness to handle rapid revenue growth and increased organizational complexity. That’s where the Growth Silver Package comes in. We automate and streamline your invoicing, bills, payroll, bank reconciliations and other financial processes, enforcing financial discipline and bringing the necessary rigor to your financial systems. When you don’t have the right financial foundations to get you to where you want to be, start here.
Particularly when it comes to understanding your margins, growth-stage companies like you need to be able to look across multiple horizons to see how your operations are performing. Our Growth Gold Package helps you do exactly that. Choose this package, and we’ll turn a keen eye on your long-term objectives through budgeting, soup-to-nuts management reporting and custom financial systems that give a more granular look into the company’s sales performance, areas of overspending, cash inflows/ outflows and more – everything to give you a single version of ‘the truth.’ When you need a great turnkey alternative to staffing your own finance department, start here.
For companies that are growing quickly, have a large number of employees and/or complex product lines, and those that need strategic intervention to improve profitability, our Growth Platinum Package is ideal. Working as your sole financial partner or as an adjunct to your in-house finance team, we bring essential financial leadership to improve profitability for your company. Drilling deep to evaluate productivity, budgets, resource allocation, capital requirements, risk, controls, compliance, funding and long-range forecasting, we help you develop and execute the best strategies to improve cash flow and profits. When you need the right blend of financial acumen and insights into the broader business, start here.
If you require dramatic changes in the allocation of resources, need a capital raise, are going international, have rapid expansion or an aggressive M&A plan, then our Growth Plus Package is an important resource. Focusing heavily on deal support, we partner you with a change-specialist CFO to help you identify and assess opportunities, manage the transition and capitalize and plan for future growth. When you need a laser focus on the detail and a partner who can be counted on to drive execution as much as providing strategic financial leadership, start here.
Bookkeeping
Dashboards
Management
Reporting
Capital Raise
Monthly
Reconciliation
Budgets
Day2Day CFO
M & A
Financial Reporting
KPIs
Board & Investor
Reporting
Turn Around
Management
Overview
Working alongside your financial team, our VCFO provides a full suite of bus-op support, budgeting, forecasting, analysis and management reporting bringing a highly strategic and operational approach to the finance function, helping you deliver significant year-over-year improvements in financial results.
Silver Package
Gold Package
Platinum Package
Plus Package
As a growing and increasingly complex mid-market company, a key objective is to invest where it counts so you can build an unshakeable foundation on which to achieve your business goals. Our Middle Market Silver Package standardizes core processes so you can do exactly that – removing inconsistencies and inefficiencies right across the enterprise. Taking the day-to-day transaction processing off your hands, we increase automation and give you the right tools to process transactions at volume and with uniformity. When you need to simplify, standardize and consolidate, start here.
For middle market companies that are attempting to maneuver within a complex and rapidly changing business environment, we have created the Middle Market Gold Package. This package places core accounting and management reporting front and center to ground your decision-making in reality, with in-depth budgeting, KPI creation and financial goal setting to point out the terrain towards growth – everything you need to understand the trajectory of the business. When you need to have a sense of where the company can go and in what time frame, start here.
Mid-market companies face unique and often complex financial requirements. The challenge is to bring the business and its systems to scale while preserving financial prudence – that’s what our Middle Market Platinum Package provides. Alongside cutting-edge software to refine and standardize workflows so they don’t become barriers, we partner you with a growth-expert CFO to guide management decision making and align the financial position with opportunities for the highest long-term ROI. When today’s routines are no longer working for tomorrow’s opportunities, start here.
Whether you are contemplating an expansion plan in South America, opening a branch office in Asia or a merger or capital raise within the United States, we can help. Our Middle Market Plus package helps anyone with a deal in mind achieve sustainable success. Partnering you with an action-oriented CFO, we take a holistic view of the deal strategy and its opportunity costs to ensure that the financial constraints surrounding the deal are not unrealistic – or too risky. When you need financial, process and risk-mitigation expertise to achieve the strategic vision, start here.
Bookkeeping
Dashboards
Management
Reporting
Capital Raise
Monthly
Reconciliation
Budgets
Day2Day CFO
M & A
Financial Reporting
KPIs
Board & Investor
Reporting
Turnaround
Management

Client Stories

Case studies of our valued clients

Request a Consultation

    Copyright 2023 - Ventura Financial Partners  -  All rights reserved.