Productized CFO packages: fixed scope, fixed monthly price
Each LionRock package lists exactly what's included before you book a call. Fractional CFO providers may agree a broader role, a set of deliverables or a time commitment with each client.
Foundation · Growth Engine · LionRock Elite (by application) · One-off onboarding. If you’d rather start from a clearly defined scope, start here.
Productized CFO packages
Foundation
Built for businesses under HK$10m revenue that need clear visibility of cash.
13-week cash flow forecast, refreshed monthly from figures your team provides
Monthly CFO report: revenue, margin and cash on one page, with what changed and why
Monthly business update call to turn the numbers into next month's decision
Growth Engine
Built for businesses with HK$10–30m revenue planning profit and growth.
Everything in Foundation, plus:
Rolling 12-month forecast, updated monthly against actuals
Monthly working capital review of receivables, payables and inventory (where applicable), with recommended actions for your team
Quarterly strategy calls to reset targets and priorities
LionRock Elite
Built for businesses with HK$30–50m revenue, or owners preparing for a future sale.
Everything in Growth Engine, plus:
M&A readiness assessment: an internal review in your first 90 days, with a red/amber/green scorecard across financials, contracts, customer concentration and key-person risk, plus a ranked fix list. Rescored every quarter.
Scenario model for internal planning: best, base and worst cases, refreshed quarterly
Fortnightly strategy calls, each followed by a one-page written summary
Response times agreed with you before work starts
Elite covers planning and readiness for your own use. It does not include transaction advice, valuations for third parties or deal negotiation.
One-off onboarding
Onboarding includes deep dive into understanding your business, a review of your latest accounts, an initial cash forecast and a 90-day action plan. You receive them within 4 weeks of sending complete, usable records.
What you’ll need to get started
Your latest management accounts or bookkeeping records, bank statements, and aged receivables and payables
If your books are behind, say so on the discovery call. Your bookkeeper brings them up to date before onboarding starts; catch-up bookkeeping isn't included.
Records are shared through a folder you control, with access limited to me. You can remove access at any time.
The work is done by me, Jason Wong, CPA, personally.
What’s not included
Bookkeeping, payroll, statutory audit, tax filings and company secretarial work. These stay with your accountant or bookkeeper.
Transaction advice, valuations for third parties and deal negotiation.
Pricing questions
How is this different from hiring a fractional CFO? Fractional CFO providers may agree a broader role, a set of deliverables or a time commitment with each client, so the cost depends on what you agree. LionRock publishes the deliverables and the monthly price upfront.
Do you charge by the hour? No. Every package is a fixed monthly price for the listed deliverables.
Is there a minimum contract? No. After onboarding, service renews one month at a time.
What happens on the discovery call? A free 30-minute call covering fit, the state of your records, and next steps. You'll leave knowing which package fits, or whether you need one at all.
Not sure which package fits?
Book a free 30-minute discovery call and get a straight answer.