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Fundamental Services

Our C-Suite Support team provides sophisticated strategies and value add services, from accounting and organization to financial planning and cash flow management, creating a strong financial foundation for your business. With this foundation in place, we can focus your company on growth and allow your business to realize its potential with tailored strategies and plans.


C-Suite Support focuses on 4 Keystone Services for our clients, creating goal-oriented strategies to grow and develop your business from a good foundation. Our team of financial experts are here to help you and your organization reach new heights. With a solid base in place we can continue to add value to your business.


Accounting to GAAP

One of the most important pieces to analysis and planning to ensure the data we are working with is good. The old adage, Garbage In, Garbage Out, comes to mind here and your C-Suite team will always recommend that we work to ensure your accounting is in order first.

Our experts will help you put controls in place to ensure timely and reliable accounting records are top priority in your business.

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Monthly Analysis with Key Performance Indicators (KPIs)

The C-Suite team will provide you with monthly, quarterly and yearly performance analysis reports to help you understand how your company has performed over the past periods. 

We can also build your scorecard or KPIs so you can use simple indicators to check up on your company's health.

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3-Year Projection Model

Once the accounting is in order and our experts can give you analysis on where you have been we switch our focus forward. 

One of the most important parts of meeting your goals is to understand how you will get there. Our team will work with you to build out what your next 3 years will look like. 

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13-Week Cash Flow

Cash is King when it comes to staying afloat as a startup but its just ask key through the life of the business as growth is in focus. 

Our CFOs understand the importance of taking the 3 year projections and breaking down the upcoming 3 months into a weekly cashflow plan. Stay on budget by having a plan for accountability.

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Strategic Growth
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Strategic Growth Services

Once our team has a good foundation in place, or perhaps you already have those keystone items in place, we can focus our efforts on strategy and growth. 

Our C-Suite team will continue to add value through strategic partnerships, banking strategies, vendor negotiations, culture-focused internal growth strategies, team building, and more.

Recruiting and Team Building

With growth comes the need to add to your team. We understand that finding the right candidate for the job is key to your company's success. We work diligently to match candidates that not only possess the necessary skills and experience, but also fit well with the culture of your organization. Our team provides side-by-side comparisons of potential candidates to make sure you get the right team member for the job. And if you have C-Suite Support's business services already in place we can be there to help onboard and guide the new employees so they hit the ground running. CLICK HERE to learn more about our recruiting services.

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Goal Develoment

Goal and Team Development

Once you have the right team in place, it is imperative to recognize the importance of goal and team development. C-Suite Support offers integration for the Business Operating System and Dream Manager programs, which are designed to help your teams reach their full potential and create work environments of collaboration and communication. By utilizing a business operating system such as EOS, we can ensure that each of your team members is focused on the same goals, is held accountable for their work, and is provided with the tools to succeed. With the Dream Manager program, team members are focused on individually and are encouraged to set and track their individual goals for intrinsic self value and strength. Together, these programs are essential in helping our team reach its full potential both at home and in the office.

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Take Control of Your Money is a new program C-Suite Support is providing in a partnership with First United Bank and Banzai to bring you clear, in-depth lessons that help you dive into the financial topics you care most about. This program is our way of helping our community providing tools to guide those seeking help on certain financial topics. (click to learn more)

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Turnaround Assistance, Accounting Systems Upgrades, M&A Guidance, and more

Fractional CFOs provide the perfect solution for businesses looking for special projects assistance. Our experienced CFOs can provide turnaround assistance to help restructure and improve business operations. We can also assist with accounting system upgrades to ensure compliance with the latest regulatory requirements. Additionally, our CFOs can provide guidance to businesses looking to merge, acquire, or divest assets. With years of experience and expertise in the financial industry, our fractional CFOs are the perfect partner for any special project.

C-Suite Support is a proud annual sponsor of XPX Dallas


Need Help Navigating the Federal Relief Assistance Programs?

Employee Retention Credits (ERTC) are available to businesses affected by the Covid-19 pandemic. Our team is here to help you navigate the ERTC program and the associated IRS guidelines. We can provide you with a comprehensive review of your Covid relief opportunities, helping you to maximize your savings and ensure compliance with all applicable regulations. We will also assist you with any filing and reporting requirements to ensure that you receive the full benefit of the ERTC program.

Covid Relief
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