Testimonials
Package Examples
1. Basic Accounting & Bookkeeping Package
Ideal for small to mid-sized businesses needing reliable, foundational accounting support to keep financials in check.
What’s Included
– Bookkeeping & Record-Keeping: Stay organized with accurate tracking of all financial transactions.
– Accounts Payable & Receivable Management: Ensure smooth cash flow by staying on top of bills and collections.
– Payroll Management: Effortlessly handle payroll processing for your team, ensuring compliance and timely payments.
– Month-End Closing & Financial Reporting: Get clear, detailed financial statements every month.
– Audit Preparation Support: Be audit-ready with organized records and expert assistance.
Pricing Factors to Consider
– Monthly Transaction Volume: Higher transaction levels may increase the pricing tier.
– Number of Employees: Impacts the complexity of payroll processing.
– Reporting Complexity: Additional reporting requirements may adjust the final cost.
Ideal for small to mid-sized businesses needing reliable, foundational accounting support to keep financials in check.
What’s Included
– Bookkeeping & Record-Keeping: Stay organized with accurate tracking of all financial transactions.
– Accounts Payable & Receivable Management: Ensure smooth cash flow by staying on top of bills and collections.
– Payroll Management: Effortlessly handle payroll processing for your team, ensuring compliance and timely payments.
– Month-End Closing & Financial Reporting: Get clear, detailed financial statements every month.
– Audit Preparation Support: Be audit-ready with organized records and expert assistance.
Pricing Factors to Consider
– Monthly Transaction Volume: Higher transaction levels may increase the pricing tier.
– Number of Employees: Impacts the complexity of payroll processing.
– Reporting Complexity: Additional reporting requirements may adjust the final cost.
Pricing: $1,500 – 2,500 per month
Final pricing is customized based on your business’s transaction volume and specific needs.2. Cash Flow Management Package
Ideal for businesses looking to strengthen cash flow, boost profitability, and maintain long-term financial health.
What’s Included
– Cash Flow Forecasting & Monitoring: Gain real-time visibility into your cash flow to anticipate shortages and ensure adequate funds.
– Cash Flow Trends Analysis & Recommendations: Identify patterns and receive actionable insights to optimize cash flow management.
– Expense & Cost Management: Pinpoint areas of overspending and implement cost-saving strategies.
– Profitability Analysis: Understand which products or services are driving profits—and which might be draining your resources.
– Monthly Strategy Sessions: Meet with your CFO to review performance, adjust strategies, and plan for future growth.
Pricing Factors to Consider
– Business Size & Revenue: Larger operations may require more complex cash flow forecasting and analysis.
– Frequency of Cash Flow Updates: Weekly or monthly updates can impact the level of involvement and pricing.
– Level of Detail in Recommendations: More customized and detailed recommendations may adjust the overall pricing.
Ideal for businesses looking to strengthen cash flow, boost profitability, and maintain long-term financial health.
What’s Included
– Cash Flow Forecasting & Monitoring: Gain real-time visibility into your cash flow to anticipate shortages and ensure adequate funds.
– Cash Flow Trends Analysis & Recommendations: Identify patterns and receive actionable insights to optimize cash flow management.
– Expense & Cost Management: Pinpoint areas of overspending and implement cost-saving strategies.
– Profitability Analysis: Understand which products or services are driving profits—and which might be draining your resources.
– Monthly Strategy Sessions: Meet with your CFO to review performance, adjust strategies, and plan for future growth.
Pricing Factors to Consider
– Business Size & Revenue: Larger operations may require more complex cash flow forecasting and analysis.
– Frequency of Cash Flow Updates: Weekly or monthly updates can impact the level of involvement and pricing.
– Level of Detail in Recommendations: More customized and detailed recommendations may adjust the overall pricing.
Pricing: $1,500 – $3,000 per month
Final pricing is customized based on business size, revenue, and the level of service needed.3. Growth & Strategy CFO Package
Designed for companies looking to accelerate growth and achieve strategic financial goals with expert CFO support.
What’s Included
– Comprehensive Financial Planning & Advisory: Develop a tailored financial roadmap that aligns with your business’s growth objectives.
– Revenue & Expense Projections: Gain clear, data-driven projections to guide budgeting and resource allocation.
– Business Strategy & Long-Term Planning: Craft strategies for scaling, market expansion, and navigating financial complexities.
– Profitability Analysis & Optimization: Identify profit drivers and streamline operations to maximize profitability.
– Growth Scenario Analysis: Evaluate potential growth opportunities and assess risks to make informed decisions.
– Regular Strategic Check-Ins: Meet with your CFO to refine strategies and adjust plans as your business evolves.
Pricing Factors to Consider
– Company Revenue Size ($2M – $10M): Larger companies may need more in-depth analysis and planning.
– Strategic Complexity & Involvement: The more complex the strategy, the more customized the support.
– Expected Monthly Hours: The level of engagement and support hours needed will impact pricing.
Designed for companies looking to accelerate growth and achieve strategic financial goals with expert CFO support.
What’s Included
– Comprehensive Financial Planning & Advisory: Develop a tailored financial roadmap that aligns with your business’s growth objectives.
– Revenue & Expense Projections: Gain clear, data-driven projections to guide budgeting and resource allocation.
– Business Strategy & Long-Term Planning: Craft strategies for scaling, market expansion, and navigating financial complexities.
– Profitability Analysis & Optimization: Identify profit drivers and streamline operations to maximize profitability.
– Growth Scenario Analysis: Evaluate potential growth opportunities and assess risks to make informed decisions.
– Regular Strategic Check-Ins: Meet with your CFO to refine strategies and adjust plans as your business evolves.
Pricing Factors to Consider
– Company Revenue Size ($2M – $10M): Larger companies may need more in-depth analysis and planning.
– Strategic Complexity & Involvement: The more complex the strategy, the more customized the support.
– Expected Monthly Hours: The level of engagement and support hours needed will impact pricing.
Pricing: $3,000 – $6,000 per month
Recommended for companies with $2M – $10M in annual revenue. Pricing is customized based on revenue, strategic needs, and engagement level.4. Real Estate Accounting & Consulting Package
Tailored for real estate investors and developers looking for comprehensive financial management and strategic support.
What’s Included
– Rental Property Cash Flow Management: Stay ahead of your rental income and expenses to maximize profitability and avoid cash flow gaps.
– Property-Level Financial Tracking & Analysis: Gain a detailed financial view of each property or project, helping you make informed decisions on a per-property basis.
– Job Cost Accounting for Construction Projects: Track and manage construction project costs in real time to keep budgets in line and projects on schedule.
– Budget-to-Actual Variance Analysis: Identify discrepancies between budgets and actual performance to adjust strategies and improve financial efficiency.
– Tax Planning & Optimization for Real Estate Investments: Develop a tailored tax strategy to minimize liabilities and boost after-tax returns.
Pricing Factors to Consider
– Number of Properties/Projects: The more properties or projects, the greater the scope and complexity of the work.
– Property Management Complexity: Unique property types or varying project sizes may impact financial tracking and reporting needs.
– Frequency of Financial Updates Needed: More frequent updates or reporting can increase the level of engagement and impact pricing.
Tailored for real estate investors and developers looking for comprehensive financial management and strategic support.
What’s Included
– Rental Property Cash Flow Management: Stay ahead of your rental income and expenses to maximize profitability and avoid cash flow gaps.
– Property-Level Financial Tracking & Analysis: Gain a detailed financial view of each property or project, helping you make informed decisions on a per-property basis.
– Job Cost Accounting for Construction Projects: Track and manage construction project costs in real time to keep budgets in line and projects on schedule.
– Budget-to-Actual Variance Analysis: Identify discrepancies between budgets and actual performance to adjust strategies and improve financial efficiency.
– Tax Planning & Optimization for Real Estate Investments: Develop a tailored tax strategy to minimize liabilities and boost after-tax returns.
Pricing Factors to Consider
– Number of Properties/Projects: The more properties or projects, the greater the scope and complexity of the work.
– Property Management Complexity: Unique property types or varying project sizes may impact financial tracking and reporting needs.
– Frequency of Financial Updates Needed: More frequent updates or reporting can increase the level of engagement and impact pricing.
Pricing: $2,500 – $5,000 per month
Pricing is customized based on the number of properties and overall project scope.5. Freactional CFO Package
Full-service CFO support without the cost of a full-time hire. Ideal for companies needing high-level financial strategy and guidance.
What’s Included
– Strategic Advisory & Goal Setting: Develop and implement tailored financial strategies to support your business’s growth objectives.
– Long-Term Cash Flow & Budgeting: Create detailed cash flow and budgeting plans to ensure your business has the resources needed for sustainable growth.
– Financial Forecasting & Modeling: Build sophisticated financial models to anticipate future trends and make data-driven decisions.
– Team Supervision & Staff Oversight: Provide leadership and mentorship to your existing finance team, enhancing internal financial operations.
– Business Performance Reviews & Reporting: Analyze financial performance and deliver actionable insights to improve profitability and efficiency.
– Cost Reduction Strategies & Implementation: Identify cost-saving opportunities and implement strategies to boost your bottom line.
Pricing Factors to Consider
– Company Size & Scope: Larger organizations or more complex business structures may require additional support.
– Frequency of Meetings & Reviews: More frequent touchpoints can increase the level of strategic involvement.
– Number of High-Level Projects: The scope and depth of strategic projects impact the overall support needed.
Full-service CFO support without the cost of a full-time hire. Ideal for companies needing high-level financial strategy and guidance.
What’s Included
– Strategic Advisory & Goal Setting: Develop and implement tailored financial strategies to support your business’s growth objectives.
– Long-Term Cash Flow & Budgeting: Create detailed cash flow and budgeting plans to ensure your business has the resources needed for sustainable growth.
– Financial Forecasting & Modeling: Build sophisticated financial models to anticipate future trends and make data-driven decisions.
– Team Supervision & Staff Oversight: Provide leadership and mentorship to your existing finance team, enhancing internal financial operations.
– Business Performance Reviews & Reporting: Analyze financial performance and deliver actionable insights to improve profitability and efficiency.
– Cost Reduction Strategies & Implementation: Identify cost-saving opportunities and implement strategies to boost your bottom line.
Pricing Factors to Consider
– Company Size & Scope: Larger organizations or more complex business structures may require additional support.
– Frequency of Meetings & Reviews: More frequent touchpoints can increase the level of strategic involvement.
– Number of High-Level Projects: The scope and depth of strategic projects impact the overall support needed.
Pricing: $5,000 – $10,000 per month
Typically includes 8-20 hours of CFO-level support per month, customized based on your business’s unique needs and goals.6. Custom CFO/Controller Package
Tailored to accommodate unique business needs, combining day-to-day accounting support, strategic planning, and project-specific guidance.
What’s Included
– Monthly Bookkeeping & Financial Reporting: Keep your financials up-to-date and receive detailed reports to gain clear insights into business performance.
– Cash Flow & Profitability Analysis: Identify key profit drivers and optimize cash flow for a stronger financial position.
– Project-Specific Support (e.g., Construction, Real Estate, M&A): Receive expert financial guidance for complex projects, such as new developments, acquisitions, or major business shifts.
– Tax Planning & Compliance: Develop tax strategies to minimize liabilities and ensure full compliance with the latest regulations.
– Financial Systems Implementation & Training: Implement new financial systems and train your team for improved efficiency and seamless operations.
Pricing Factors to Consider
– Number of Services Included: The broader the service mix, the more customized the package.
– Client-Specific Complexity: Complex projects or specialized industries may require additional resources and support.
– Service Mix & Expected Monthly Hours: The level of involvement and strategic support will influence the final pricing.
Tailored to accommodate unique business needs, combining day-to-day accounting support, strategic planning, and project-specific guidance.
What’s Included
– Monthly Bookkeeping & Financial Reporting: Keep your financials up-to-date and receive detailed reports to gain clear insights into business performance.
– Cash Flow & Profitability Analysis: Identify key profit drivers and optimize cash flow for a stronger financial position.
– Project-Specific Support (e.g., Construction, Real Estate, M&A): Receive expert financial guidance for complex projects, such as new developments, acquisitions, or major business shifts.
– Tax Planning & Compliance: Develop tax strategies to minimize liabilities and ensure full compliance with the latest regulations.
– Financial Systems Implementation & Training: Implement new financial systems and train your team for improved efficiency and seamless operations.
Pricing Factors to Consider
– Number of Services Included: The broader the service mix, the more customized the package.
– Client-Specific Complexity: Complex projects or specialized industries may require additional resources and support.
– Service Mix & Expected Monthly Hours: The level of involvement and strategic support will influence the final pricing.
Pricing: $6,000 – $12,000 per month
Pricing is customized based on service mix, business complexity, and monthly support requirements.One-Time Projects and Consulting
For businesses needing expert assistance with specific projects or strategic initiatives.
Project Options
Financial Systems Implementation:
Get guidance on implementing new financial systems for improved efficiency and data accuracy.
Pricing: $5,000 – $15,000 per project
Budget Setup & Forecasting
Build a solid budgeting and forecasting foundation to guide your financial strategy and resource allocation.
Pricing: $2,000 – $6,000 per project
Tax Planning Strategy
Develop a tailored tax plan to minimize liabilities and optimize your after-tax returns. Ideal for businesses preparing for year-end or significant financial events.
Pricing: $2,500 – $7,500 per project
Custom Financial Analysis
Receive a deep-dive financial analysis tailored to your specific needs—whether it’s profitability, cash flow, or project-specific insights.
Pricing: $3,000 – $8,000 per project
Pricing Factors to Consider
– Project Scope & Timeline: Larger, more complex projects may require additional support and resources.
– Involvement of Third-Party Tools/Software: Integration of specialized tools may impact the final pricing.
– Level of Analysis & Deliverables: More detailed or customized reports and recommendations will affect the cost.
For businesses needing expert assistance with specific projects or strategic initiatives.
Project Options
Financial Systems Implementation:
Get guidance on implementing new financial systems for improved efficiency and data accuracy.
Pricing: $5,000 – $15,000 per project
Budget Setup & Forecasting
Build a solid budgeting and forecasting foundation to guide your financial strategy and resource allocation.
Pricing: $2,000 – $6,000 per project
Tax Planning Strategy
Develop a tailored tax plan to minimize liabilities and optimize your after-tax returns. Ideal for businesses preparing for year-end or significant financial events.
Pricing: $2,500 – $7,500 per project
Custom Financial Analysis
Receive a deep-dive financial analysis tailored to your specific needs—whether it’s profitability, cash flow, or project-specific insights.
Pricing: $3,000 – $8,000 per project
Pricing Factors to Consider
– Project Scope & Timeline: Larger, more complex projects may require additional support and resources.
– Involvement of Third-Party Tools/Software: Integration of specialized tools may impact the final pricing.
– Level of Analysis & Deliverables: More detailed or customized reports and recommendations will affect the cost.