CFO Services
What we do
We specialize in
A CFO plays a key role in any small to mid-sized business growing. Small to mid-sized company who cannot yet afford a full time CFO turn to our firm for fractional or “part-time” CFO services. This brings an experienced financial officer onto your team for a fraction of the cost.
Fractional CFO Services means we become a part of your team. This is an ideal service for small businesses in the growth cycle and brings almost every service previously mentioned to you on a set schedule.
Which CFO plans is right for your company?
Foundation CFO
Recommended annual revenue minimum: $350k
$
995
/mo
-
Monthly 1:1 financial statement review with a dedicated virtual CFO
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Financial & decision making analysis and review during monthly calls
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CFO Toolkit: Spreadsheets, templates, and other tools to help your small business
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Float cash forecasting software
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Basic email support
Signature CFO
Recommended annual revenue minimum: $1.0M
$
1,995
/mo
-
EVERYTHING INCLUDED IN FOUNDATION CFO PLUS
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Semi-monthly 1:1 meetings with your CFO
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CFO assessments of financial systems and setup
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Employee onboarding assistance
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Support with IRS communication
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Basic Tax Planning
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Cash Flow forecasting
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Unlimited email support
Fractional CFO
Recommended annual revenue minimum: $3.0m
$
4,995
/mo
-
EVERYTHING INCLUDED IN SIGNATURE CFO PACKAGE PLUS
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Weekly CFO 1:1 meetings
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Dedicated weekly hours
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Operational & strategic planning meetings
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Board Reporting
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Advanced Tax Planning
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Onsite support
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Customized dashboard reporting KPI’s relative to your business
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Budgeting and forecasting
Add on CFO Services Available
- Bookkeeping services
- Payroll
- Sales Tax
- Tax Preparation
- HR Solutions
- Personal Financial Planning
Setup a discovery call to review the benefits on how a CFO can help your small business.
