Our Services

Every Lowe CFO Advisory engagement is powered by our proprietary AI reporting suite and custom analytics platform. This means you don't just get a trusted financial advisor — you get a live, intelligent financial function built around your business.

Choose the engagement level that fits where you are today.

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Starter Plan

Best for: New ventures

For early-stage businesses and startups that need solid financial foundations and automated reporting from day one — without the complexity of a full CFO function.

Includes:

Monthly financial statements (P&L, Balance Sheet, Cash Flow) delivered via automated dashboard

  • Cash flow monitoring with recommendations

  • Compliance review across accounts, tax filings, and regulatory deadlines

  • Monthly strategy consultation and priority email support

  • Access to the Lowe CFO analytics portal with financial snapshots

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Growth Plan

Best for: Scaling teams

For growing businesses that need hands-on financial support, strategic insights, and intelligent analytics to scale with confidence.

Includes:

  • Custom KPI dashboards with AI-powered trend analysis and variance alerts

  • Quarterly financial forecasting and rolling budget planning

  • "What-If" scenario modelling to stress-test key business decisions

  • Profitability analysis by product, service, channel, or customer segment

  • One-on-one strategy sessions to review financial health and growth trajectory

  • Oversight of accounts payable and receivable processes

  • Full access to the Lowe CFO proprietary reporting suite

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Comprehensive Plan

Best for: CFO-level support

For established businesses that require full CFO-level partnership — combining comprehensive financial strategy with our most advanced AI analytics capabilities.

Includes:

  • End-to-end financial management including internal controls and systems implementation

  • Long-term financial strategy aligned with business goals and capital structure

  • Investor-ready reporting, fundraising support, and board presentations

  • AI-assisted tax planning in collaboration with specialist advisors

  • Finance team leadership and coordination across bookkeepers, accountants, and analysts

  • Priority phone and email access for real-time financial guidance

  • Rolling 12-month forecasts, updated monthly with AI-enhanced accuracy

  • Full suite access: live dashboards, automated alerts, and custom analytics build-out