- Three-Hour Monthly Strategy Sessions (preparation/collaboration)
- Budgeting & Financial Planning
- Unlimited Phone & Email Support
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Encrypted Client Portal w/ Unlimited Storage
- Bookkeeping Management
- Outsourced Payroll Management
- Sales Tax Management
- Forms 1099 – MISC, Quarterly 941, W-2, , etc.
- Federal Tax Returns
- Ten Hours Research and Other Services:
| Other services include: financial reporting, funding |
| assistance, budget analysis and planning, cash |
| management, fundraising planning and support, |
| strategic planning, board reporting and representation, |
| forecasting, scenario analysis, tax advisory services, variance |
| analysis, business plan consulting, capital planning, |
| corporate governance documents, business process |
| improvement, internal controls assessment, IT assessment, |
| financial benchmarking, financial analysis |
CFO Advisory Package
SKU: 217537123517253
$3,425.00Price
Price Options
One-time purchase
$3,425.00
CFO Advisory
Subscribe & Save 5%
$3,253.75monthly/ auto-renew
This package is ideal for the mid-size company looking to outsource the CFO function. This is for the company that wants an advisor on their side to collaborate and partner for the future. ($33,000 if paid in full - a $900 discount)