Franchise services, namely, offering business management assistance in the establishment and/or operations of fractional CFO businesses; Franchising, namely, providing consultation and assistance in business management, organization and promotion thereof to fractional CFO businesses; Preparing accounting reports for franchisees; Providing advertising and marketing services for franchisees; Providing marketing materials to franchisees for advertising their services; Business consulting services in the fields of business development, business strategy, marketing, business leadership development, business management, client leads, demand creation, lead generation activities and services, client retention and client relationship management; Business acquisition and merger consultation; Business support services, namely, providing billing and collections services, email services, video conferencing services, and customer meeting tracking services; Providing business management, business administration, business promotion, business consulting and financial records management services

Financial services, namely, furnishing financial strategy and advice; financial consultancy; short- and long-term financial forecasting; financial systems strategy and design; budgeting; financial reporting; Financial advisory and consultancy services, namely, part time and fractional CFO services; Financial analyses; Financial management; Financial planning; Financial planning, namely, CFO and fractional CFO services; Financial risk assessment services; Financial consulting and advising in the field of mergers and acquisitions

Providing business training in the areas of fractional CFO business management, business management, financial strategy and advice, financial forecasting, financial systems strategy and design, budgeting, financial reporting, capital raising, capital structure advice, cash flow analysis and cash management, restructuring analysis, integration and implementation of financial technology, managing stakeholder relations, cost saving analysis, facilitating mergers and acquisitions, employee benefits, client acquisition and development, client retention, client relationship management, reporting systems, strategic planning, market assessments, competitive analysis, exit strategies, succession planning, obtaining leads for potential clients, managing client relationships, business acquisition and merger consultation, business strategy consultation