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See how agencies like yours turn raw numbers into strategic clarity — fast.

Built for founder-operators who don’t have time to dig through dashboards, but still want to make confident financial calls.

CFO Insight, Without the $5,000 Price Tag.

What’s in a CFO Brief?

1

Detailed Monthly Report
(Full Financials)

A real-world style report built on demo data — rich with metrics, margins, and trends.

2

Strategic CFO Brief
(1 Page)

A simple, founder-level breakdown of what to fix, where to reinvest, and how to grow —

No jargon, just decisions.

3

Podcast-Style Explainer
(5-min video)

A guided walkthrough of the numbers —

Like having a CFO in your ear.

4

Actual CFO Strategy Time (When You’re Ready)

CFO time, banked monthly.

No standing calls.

Just on-demand CFO time —

when you’re ready to act.

“For once, I didn’t just get a report — I knew what to do next.”

Marketing agency founder, Austin

Purple CFO is a service operated by Purple Management Group, LLC.

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Purple CFO offers outsourced bookkeeping, payroll support, and CFO services designed for startups and small businesses. From cash flow management to financial forecasting, we help you scale with expert financial strategy.

Contact Information

Based in Stamford, CT – Serving Clients Remotely

 

© 2025 Purple CFO, All Rights Reserved.

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