CFO Services

  • Close-up of an anchor on the deck of a boat with water and clouds in the background.

    Foundational CFO Package

    For: Established business owners ready to gain financial clarity and visibility.


    Purpose: Lay a solid financial foundation with clarity and confidence.


    Perfect if you need: Quarterly review and organization, insight, and financial visibility.

    What’s Included:

    (Financial Reporting and Analysis:)

    13-Month Report, updated quarterly

    Income Statement

    Balance Sheet

    Cash Flow Statement

    Cash Flow Forecast

    6-Month Rolling Forecast, updated quarterly

    Budgeting and Projections (6-Month Rolling Updates)

    Goals:

    Initial Setup and KPI Alignment

    Track quarterly goal progress

    Communication:

    Quarterly CFO call (90 minutes)

    Monthly check-in call (15-30 minutes)

    Book Consultation
  • View from a sailboat on open water with sails up, a clear blue sky, and some clouds.

    The Executive CFO Package

    For: Established and growing small businesses that are ready to scale.


    Purpose: Gain momentum through strategy, structure, and insight.


    Perfect if you want: Monthly communication to enhance visibility, forecasting, and performance tracking.

    What’s Included:

    (Financial Reporting and Analysis:)

    13-Month Reports (updated monthly)

    Income Statement

    Balance Sheet

    Cash Flow Statement

    Cash Flow Forecast

    12-Month Rolling Forecast (updated monthly)

    Budgeting and Projections (12-month rolling update)

    Goals:

    Initial Setup and KPI Alignment

    Monthly Progress Tracking

    Communication:

    Monthly 60-Minute CFO Call

    Mid-Month Check-In Call (15-30 minutes)

    Book Consultation
Chief Financial Officer - Fractional

  • Founder / CEO / Fractional CFO

    Matt is the heart and hustle behind Valiark CFO — part banker, part business cheerleader, and full-time connector of people and ideas. With a background in business banking and a degree in Finance and Accounting, he blends real-world experience with a passion for helping entrepreneurs bring order to their numbers and clarity to their growth. Rooted in faith, Matt believes business can be a powerful avenue for creating blessings — not just for owners, but for their families, employees, and communities. He’s driven by the mission to help others steward their resources wisely and build legacies that last. When he’s not diving into cash flow or crafting growth plans, you’ll find him brainstorming new ways to help business owners thrive, usually with coffee in hand and a contagious dose of optimism.