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CFO Services (CFO Package)

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


CFO Services (Hourly)
CFO Only Services
Payroll ($25 per employee)
Software Implementation
Tax Planning (add on Compliance Package)
Tax Compliance (add on Commodity Package)
Controllership (Month-End Package)
Bookkeeping (Commodity Package)
QuickBooks Online Subscription (Essentials)
CFO Services (CFO Package)
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All prices are exclusive of tax

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