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Partnering with The Zali Group gives you direct access to experienced CFO leadership—without the cost of a full-time hire.

Gain control of your overhead, improve operational efficiency, and unlock the financial strategy your business needs to scale with confidence.

Strategic CFO Services for Visionary Business Leaders

At The Zali Group, we partner with high-performing organizations to bring clarity, control, and strategy to their financial operations. With over two decades of executive-level experience, we provide the financial leadership that allows business owners to scale with confidence, elevate profitability, and make data-driven decisions at every stage of growth.

Each engagement is tailored to meet the complexity of your business, from foundational financial structure to fully embedded strategic oversight.

Managing your finances doesn’t have to be overwhelming. With expert CFO support, you gain strategic insight, financial control, and smarter paths to profitability

WITH THE ZALI GROUP YOU CAN

Unleash your business potential by partnering with a CFO who goes beyond reports — delivering strategy, structure, and financial clarity to help you scale with confidence

Financial Clarity Package

Best for: 7-figure businesses with messy financials and no internal finance leadership

This engagement includes:

Monthly strategic CFO session (1x/month, 60–90 min)
Full financial clean-up and assessment (one-time setup)
Cash flow forecasting (60-day rolling model)
Profitability review + margin optimization recommendations
Basic pricing strategy analysis
Monthly financial reporting package with executive summary
Email support for CEO/founder (within 48 hours)
Coordination with your bookkeeper or accountant
Coordination with internal or external bookkeepers
Direct support for business owners and founders

Profit Optimization Package

Best for: Multi-location or fast-growing businesses needing oversight and strategic insight

This engagement includes:

Bi-weekly CFO strategy sessions (2x/month, 60–90 min)
Oversight of internal or external accounting team
Detailed pricing and cost structure modeling
Cash flow forecasting (90-day model with scenarios)
KPI dashboard build-out and monthly performance tracking
Break-even and profitability analysis by service, product, or department
Revenue and expense projections with strategic financial planning
Slack/email access to CFO (priority response within 24 hours)
Tax readiness and collaboration with CPA firm
Quarterly board-style financial review & recommendations

Scalable Growth Package

Best for: Businesses scaling quickly, preparing for acquisition, expansion, or significant investment

This engagement includes:

Weekly CFO sessions or executive huddles
Cash flow management & scenario modeling (rolling 120-day)
Real-time KPI dashboard updates and insights
Business model diagnostics and pricing pivots
Compensation planning + team cost analysis
Deep revenue planning and sales forecasting collaboration
Direct supervision of accounting operations
Investor or bank package prep (P&L, cash flow, forecasts)
Custom board reporting packages
Unlimited CEO access via email and urgent calls

Executive Financial Leadership Package

Best for: Companies needing a fully embedded CFO presence without hiring in-house

This engagement includes:

Embedded role as Fractional CFO (10–15 hrs/week)
Financial leadership in weekly leadership meetings
Full oversight of finance and accounting function
Long-term strategy development (1–3 year financial roadmap)
Real-time profitability analysis and pivot planning
Cap table, funding, investor relations (if applicable)
Strategic input on hiring, pricing, marketing ROI, expansion
Collaboration with CEO, COO, CPA, and legal counsel
Custom dashboards, board reporting, and scenario modeling
On-call access for critical decisions and urgent issues

Let’s Talk Strategy

If your business is growing but your financial clarity hasn’t caught up, it’s time to bring in the expertise that matches your ambition.

Book a private consultation with The Zali Group today.
We’ll discuss your current financial position, identify areas of risk and opportunity, and outline a path to greater profit and control.

Business Partner

We provide solutions to address your financial frustrations, offering both short-term and long-term solutions.

Flat Pricing

Based on your plan, our pricing remains unchanged to eliminate any uncertainty about your cost.

Flexible Plans

We offer several plans, adjust your plan to match your current and future business needs.

Custom Reporting

We customize all reports to match your industry and business operations.

Representation

We will act as your financial expert, representing your business to your key stakeholders.

Exceptional Experience

At The Zali Group, you gain more than support—you gain 25 years of strategic CFO expertise. From skilled trades to logistics and digital marketing, we bring the insight, precision, and growth strategy trusted by high-performing businesses.