Custom Packages Are Available.
Below are curated packages with you in mind, coupled with value and synergy.
  • 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
Price Options
One-time purchase
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)