COMPREHENSIVE SCOPE OF FINANCIAL SERVICES
WHY PARTNERING WITH FINANCIALLY ASTUTE CLUBS MAKES SO MUCH SENSE FOR PRIVATE CLUBS
Not every club has the budget to employ a full time Chief Financial Officer.
Or perhaps your club has an outstanding accounting team, but there's simply not enough hours in the day for additional ad hoc Board/Finance Committee projects and analysis.
We can provide expert private club CFO support for less than the cost of an entry level St
Not every club has the budget to employ a full time Chief Financial Officer.
Or perhaps your club has an outstanding accounting team, but there's simply not enough hours in the day for additional ad hoc Board/Finance Committee projects and analysis.
We can provide expert private club CFO support for less than the cost of an entry level Staff Accountant, and be a value-added resource for your existing on-site accounting team for a fraction of the cost.
Your club's accounting team is stretched with the day-to-day grind of daily paperwork, invoice processing, posting member payments, bank reconciliations, membership requests, HR issues, and what seems like endless, constant interruptions.
The nature of the private club industry means there is little to no time to work on GM/COO, Board, and Finance Committee projects, strategic analysis, or long-range planning.
Financially Astute Clubs exists to provide a partner to your Finance/Accounting team & membership, and provide the support your club's team wished they had all along.
Following the Financial Astute Clubs Framework model, we will partner together to generate best-in-class financial models, reporting, and strength.
ESSENTIAL FRACTIONAL CONTROLLER-LEVEL ACCOUNTING & GAAP INTEGRITY REPORTING
Starting at $5,000/month
Strong financial leadership begins with disciplined execution.
Financial Operations Support provides structured controller-level oversight focused on delivering timely, GAAP-ready financials and internal control integrity.
Ideal for clubs that:
- Need reliable accounting leadership without a full-time Controller
- Are tran
Starting at $5,000/month
Strong financial leadership begins with disciplined execution.
Financial Operations Support provides structured controller-level oversight focused on delivering timely, GAAP-ready financials and internal control integrity.
Ideal for clubs that:
- Need reliable accounting leadership without a full-time Controller
- Are transitioning finance staff
- Require audit readiness and GAAP compliance
- Need improved reporting discipline and process structure
Services include:
- Oversight of monthly close process
- Review & production of financial statements and reconciliations
- GAAP compliance and internal control review
- Audit preparation and coordination
- Budget support and forecast alignment
- Variance analysis and reporting clarity
- Accounting workflow discipline and team development
Outcome:
Reliable, timely, and compliant financial reporting that builds trust with leadership and the Board.
FRACTIONAL CFO STEWARDSHIP & EXECUTIVE FINANCIAL LEADERSHIP
CFO OR CONTROLLER LEVEL SUPPORT BACKFILLING STAFFING VACANCY DURING EXECUTIVE SEARCH PROCESS
Starting at $7,500/month
Fractional CFO Stewardship includes all Base Controller level services, but provides additional embedded executive-level financial guidance for clubs seeking consistent strategic oversight and support to your club's on-site accounting team and Board/Finance Committee.
This is not outsourced accounting. It is a CFO e
Starting at $7,500/month
Fractional CFO Stewardship includes all Base Controller level services, but provides additional embedded executive-level financial guidance for clubs seeking consistent strategic oversight and support to your club's on-site accounting team and Board/Finance Committee.
This is not outsourced accounting. It is a CFO executive-level partnership to elevate your club's financial expertise to new levels.
Services include:
- Monthly financial leadership engagement
- Board and Finance Committee participation
- Budget modeling and scenario planning
- Capital funding advisory
- Liquidity oversight
- Major contract and capital review guidance
- Executive mentorship & development for Controllers & Staff Accountants
- Governance advisory support
Fractional CFO Stewardship ensures that clarity and alignment are sustained long after projects conclude.
Outcome:
Consistent executive-level financial presence, reliable and timely financial reporting, reduced leadership volatility, and long-term governance alignment & continuity.
CFO OR CONTROLLER LEVEL SUPPORT BACKFILLING STAFFING VACANCY DURING EXECUTIVE SEARCH PROCESS
CFO OR CONTROLLER LEVEL SUPPORT BACKFILLING STAFFING VACANCY DURING EXECUTIVE SEARCH PROCESS
CFO OR CONTROLLER LEVEL SUPPORT BACKFILLING STAFFING VACANCY DURING EXECUTIVE SEARCH PROCESS
Starting at $5,000/month for Controller level services
Starting at $7,500/month for CFO level services
100 DAY LEADERSHIP ALIGNMENT & CONTINUITY DURING CRITICAL STAFFING TRANSITIONS
CFO OR CONTROLLER LEVEL SUPPORT BACKFILLING STAFFING VACANCY DURING EXECUTIVE SEARCH PROCESS
100 DAY LEADERSHIP ALIGNMENT & CONTINUITY DURING CRITICAL STAFFING TRANSITIONS
$15,000 for 100 Days of New Hire Onboarding, Training, Software Review, Reporting & Presentation enhancement, and Leadership Support
Accounting & Financial Leadership transitions create both opportunity and risk.
This structured 100 day engagement ensures alignment between a newly hired CFO, Director of Finance or Controller and the Board’s
$15,000 for 100 Days of New Hire Onboarding, Training, Software Review, Reporting & Presentation enhancement, and Leadership Support
Accounting & Financial Leadership transitions create both opportunity and risk.
This structured 100 day engagement ensures alignment between a newly hired CFO, Director of Finance or Controller and the Board’s fiduciary expectations.
The initiative includes:
- 100 day onboarding training to ensure your new CFO, Director of Finance or Controller is set up for success
- Software and systems training
- Structured 100 day financial leadership roadmap
- Board reporting cadence refinement
- Capital planning integration
- Budget & Forecast philosophy alignment
- Governance expectation clarity
Outcome:
A financial leader aligned with long-term member value and board-level accountability.
ASSET RESERVE STUDY & COMPREHENSIVE CAPITAL PLANNING
CFO OR CONTROLLER LEVEL SUPPORT BACKFILLING STAFFING VACANCY DURING EXECUTIVE SEARCH PROCESS
100 DAY LEADERSHIP ALIGNMENT & CONTINUITY DURING CRITICAL STAFFING TRANSITIONS
30 Year Asset Reserve Study & Engineering Evaluation & 30 Year Modeling/Cashflow Software
Pricing: TBD based on club asset base size and scope
Private clubs have tens of millions of dollars of assets on the balance sheet that need to be accurately understood for cost & realistic useful life, with funding mechanisms in place to cover the exp
30 Year Asset Reserve Study & Engineering Evaluation & 30 Year Modeling/Cashflow Software
Pricing: TBD based on club asset base size and scope
Private clubs have tens of millions of dollars of assets on the balance sheet that need to be accurately understood for cost & realistic useful life, with funding mechanisms in place to cover the expense of their eventual replacement & refurbishment.
Let us be your partner using best-in-class long range planning software systems to prepare your club for the future and reduce likelihood of dreaded capital assessments.
COMPREHENSIVE FINANCIAL HEALTH EVALUATION & INSTITUTIONAL STEWARDSHIP REPORT - WITH QUALIFYING CLUBS EARNING TRADEMARKED DISTINCTION AS A FINANCIALLY ASTUTE CLUB
COMPREHENSIVE FINANCIAL HEALTH EVALUATION & INSTITUTIONAL STEWARDSHIP REPORT - WITH QUALIFYING CLUBS EARNING TRADEMARKED DISTINCTION AS A FINANCIALLY ASTUTE CLUB
COMPREHENSIVE FINANCIAL HEALTH EVALUATION & INSTITUTIONAL STEWARDSHIP REPORT - WITH QUALIFYING CLUBS EARNING TRADEMARKED DISTINCTION AS A FINANCIALLY ASTUTE CLUB
$10,000 which includes a week-long visit to the club to partner with club leadership and a 50+ page Financial Health and Stewardship Index Report.
*** Clubs with qualifying evaluation scores will have licensing rights to utilize the private club industry's only Trademarked financial health accreditation and award, and may include the Fina
$10,000 which includes a week-long visit to the club to partner with club leadership and a 50+ page Financial Health and Stewardship Index Report.
*** Clubs with qualifying evaluation scores will have licensing rights to utilize the private club industry's only Trademarked financial health accreditation and award, and may include the Financially Astute Club logo and awards on marketing material, member communications, press releases, and to provide information to current and prospective members. ***
Independent Insight. Stronger Decision-Making.
Clarity builds trust. Trust strengthens governance.
The Financial Clarity Assessment provides Boards with independent visibility into financial
position, reporting integrity, and risk exposure.
Includes:
- Financial Stewardship review benchmarked against key FAC financial stewardship pillars
- Balance sheet integrity review
- P&L structure and margin analysis
- Liquidity and cash flow evaluation
- Reserve and capital funding alignment
- Debt and covenant review
- Internal control overview
- Member communication and reporting review
- Capital funding architecture and recommendations
- Staff and Member stewardship review
Deliverable:
50+ page Financial Stewardship Report and Executive Financial Health Summary with prioritized recommendations.
Outcome:
Clear understanding of financial position and areas requiring attention.