Virtual CFO + Strategic Operator (VIP Plan) — $999/month
The all-in-one financial strategy & executive insight engine for scaling founders.
This exclusive VIP retainer is built for business owners who want not just numbers, but momentum. Get top-tier financial intelligence, strategic clarity, and operational support. All in one premium package designed to fuel growth, boost valuation, and drive investor-grade performance.
- EX: CLIENT PORTAL
- Ex: Case Study - Corporate Leasing CFO Case Study- Alicia James
CASE STUDY CLIENT PORTAL
What’s Included
1. Quarterly Deep-Dive Report or Audit
Why: Stay aligned, measure ROI, and double down on what’s working.
Includes:
• Full performance review across marketing, sales, ops
• Updated benchmarks for your industry or stage
• Strategic recommendations & action items
2. LTV Growth & Pricing Optimization Workshop (60 min Zoom)
Why: Increase revenue by unlocking customer lifetime value and optimizing pricing.
Includes:
• LTV, CAC, and payback analysis
• Custom pricing matrix + margin modeling
• Mini-report on monetization strategy
3. Annual Strategic Plan (PDF or Slide Deck)
Why: Get CEO-level clarity with a future-facing operating plan.
Includes:
• Annual goal setting & milestone mapping
• Integrated KPI & financial roadmap
• Strategic themes for growth and focus
4. Monthly Financial Model Updates
Keep your numbers agile. From cash flow to runway, CAC to break-even—everything is tracked, aligned, and updated.
5. “Bank-Ready” Quarterly Financial Packet (PDF)
Designed to impress lenders, investors, or board members. Lender-grade formatting and detail.
6. Unlimited Emergency Calls (Same-Day Response)
Get same-day clarity during surprises, downturns, or deal cycles. No extra fees. Just results.
7. VIP Support (2–4 Hour Response SLA)
Your questions never wait. Expect fast, direct answers with strategic clarity.
Bonus Perks — Exclusively for VIP Clients
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First-Month Onboarding Call + Resource Pack
Kick off with clarity. Includes financial tools, templates, and a guided strategy.
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Access to Private Client Hub (Google Sites)
Centralized docs, checklists, updates, and resources for your growth journey.
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VIP Access to Tools & Templates
Access exclusive financial calculators, dashboards, and worksheets.
Who It's For
This VIP plan is designed for:
• Founders scaling fast and needing structure
• Businesses preparing for funding, M&A, or debt financing
• Owners seeking deeper insights, not just reports
• Teams that want financial clarity without hiring a full-time CFO
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You can opt out of the Shopify checkout and request manual invoicing for this service by emailing us at admin@legitimetricssolutions.com
