Service Levels

Vertical offers three different subscription-based packages designed to meet the different needs of businesses. Happy to discuss custom packages or projects.

Analyst

SERVICE 01

Analyst Package

Great for small businesses that want to pay attention to their financial position, and derive basic financial insights for better decision making.

Includes:

  • Budgeting

  • Budget to Actuals Analysis

  • Monthly Dashboarding

  • KPI Development & Tracking

  • Time available for Custom Projects

Director

SERVICE 02

Director Package

For the small to medium business that is ready to dig a little deeper. Unlock greater returns for your business through in depth analysis and reporting.

Includes:

  • All Financial Analyst Level Activities

  • Profitability by SKU

  • Cost Analysis & Control

  • Pro-Forma Cash Flow Modeling

  • Time Available for Custom Projects

CFO

SERVICE 03

CFO Package

For businesses that are ready to take the next step in their evolution, but don’t want a full time executive on the team, fractional CFO services are available.

Includes:

  • All Analyst & Director Level Activities

  • Board/Investor Presentations

  • Strategic Financial Planning

  • Fundraising Preparation

  • Custom Projects as needed

Your Strategic Thought Partner

Committed to working alongside you, understanding your unique goals, and providing customized solutions to drive your financial growth.