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Rest Easy. We’ve Got Your Numbers Covered.
No need to beat around the bush: now that you’re on the fast track, managing your business’s financials takes more skill and more time than you have.
Plus, you’re tired of missing opportunities and making money mistakes. You want to get out of the weeds on your books and still know every invoice is being paid and your corporate card won’t decline.
Now, that may sound like a far-off dream. But when you trust us for fractional CFO services, it can be a reality.
All you have to do is choose how you want to work together:
Package 1
Full-Service
Give your business the corner office treatment without the cost of hiring a full-time CFO.
Our most CEO-forward offering. Our full-service package pairs you with a dedicated fractional CFO and accountant and create a one-touch experience for
- Managing bank relationships.
- Budgeting and forecasting analysis.
- Defining companywide key performance indicators (KPIs).
- Payroll management.
- Weekly financial updates.
- Exit planning strategies.
And whatever else you need to keep your business financials running smoothly. We’ll work together to create a custom solution that fits your needs.
Now, if you were to hire a full-time CFO, you could expect to pay $175,000 to $480,000 per year PLUS vacations, bonuses, and other benefits.
With a fractional CFO, you get the experience and support you need, starting at $1,250 per week.
Package 2
Prepare to Scale
- Tax returns.
- Strategic planning.
- Accounts payable and accounts receivable.
- In-depth forecasting.
When you’re ready to scale, we’ll partner with you to optimize cash flow management and plan for the future.
If you’re ready to capitalize on your business growth and really scale, then forecasting and budgeting are going to be critical to your future.
Package 3
Help from a Pro
Stay in the loop and in the process of your business’ finances. We’ll supplement your day-to-day with professional support for traditional accounting services such as:
- High-level strategic business planning.
- Monthly financial statements including income, balance sheets, cash flow and industry comparisons.
A la carte
Don’t see exactly what you need? No worries, you can customize Package 2 or Package 3 to include:
- Paying bills (Accounts Payable).
- Invoicing clients (Accounts Receivable).
- Payroll management.
- Cash flow management.
- Credit card receipt tracking.
Packages 1-3 are best suited for businesses with over $1 million in revenue. If you’re a startup or emerging business, Package 4 may be for you.
Package 4
Books that Bank
Ready to have business financials you can confidently take to the bank?
This done with you QuickBooks training takes you step-by-step through deciding which version of the software is right for your business, setting it up to work for your specific industry, automating it, and teaches you how to keep it updated so you can send invoices like a pro, accept money from your clients, and generate financials you can take to the bank. But we don’t just leave you hanging. You can also add on a quarterly reporting option where we’ll review your QuickBooks file on a quarterly basis and produce quarterly financials for your business, so you’ll be ready for tax time, or for that funding to grow your business.
