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CFO Services (CFO Package)
$1,500.00/Monthly

Our “CFO” package is our bread and butter. This package includes all your features of the “Commodity” and “Month-end” packages as well as cash flow forecasting, management reporting, key performance indicator tracking, and many more. This package is geared towards those companies looking for a trusted financial advisor to grow to the next level. We use all the data in this package to produce reports and forecasts to help you keep your business looking ahead. The full “CFO” package includes:

  • All services offered in the “Commodity” and “Month-end” packages
  • Annual Budget Planning
  • Monthly Financial Review Meetings
  • Financial Modeling
  • Tax Compliance & Planning
  • Key Performance Indicator Tracking
  • Cash Flow Reporting and Forecasting
  • Monthly Financial Reporting Packages
  • Cash Management
  • Fixed Asset Accounting
  • Capital Planning
  • M&A Advising

Addons

CFO Services (Hourly)
$0.00/Estimate
CFO Only Services
$750.00/Monthly
Tax Planning (add on Compliance Package)
$125.00/Upfront
Tax Compliance (add on Commodity Package)
$125.00/Upfront
Payroll ($25 per employee)
$25.00/Monthly
Software Implementation
$1,500.00/Upfront
Controllership (Month-End Package)
$750.00/Monthly
Bookkeeping (Commodity Package)
$250.00/Monthly
QuickBooks Online Subscription (Essentials)
$35.00/Upfront
CFO Services (CFO Package)
$1,500.00/Monthly
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All prices are exclusive of tax

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