Paths

Engage in monthly 90-minute strategy sessions, perfect for kickstarting your business journey and exploring new concepts.

Benefit from 4 hours of strategy consultation and/or automation creation each month. Gain access to our AI Salesforce (usage fees apply) to drive growth and innovation.

Enjoy the benefits of the Buffalo Growth Catalyst Program along with 2 hours of basic financial mentoring and cash flow forecasting. This program ensures a comprehensive approach to your business’s financial health.

Upgrade your financial guidance with our ‘Concierge CFO’ service. Benefit from a 90-minute monthly call, custom reports, and monthly-updated business, marketing, and sales strategies. Our offering simplifies strategic planning into manageable steps and provides 24/7 support for decision-making and resource connections. 

Step up your financial management with our ‘Concierge CFO + Controller’ service. Incorporating all benefits of the Concierge CFO, this also includes detailed monthly transaction coding and reconciliation of all bank and credit card accounts. It’s a comprehensive package designed to handle more so you worry less. 

Experience comprehensive, data-driven guidance with our ‘Strategic Ally’ service. In addition to all the advanced financial management services, we equip you with high-level business analysis. This includes industry and economic updates, competitive analysis, and market insights. Plus, we leverage our resources to provide you with targeted lead generation, crafting a complete package for strategic growth and competition in today’s market.