A CFO (Chief Financial Officer) works side by side with you as a part of your team. CFOs assist with business tasks such as accurate accounting, projections, light HR support, budgeting, financial operations, and strategic growth planning. We have CFO packages designed to meet your business where it is, and help you take it to the next level!
Which of the following best describes your situation?
I need to take my business to the next level
I need support creating and executing a bigger vision for my business so I can plan 1, 3 & 5+ years out. I need someone who can work alongside my existing team and can consult on major business decisions.
I'm a start up (or just starting up) & needs support
I need somebody that will plug into my business and help carry the load so that I can devote more time to growing my business. I want to set a solid financial foundation from my business from the start.
I Need QuickBooks Online Support
I need someone to create, clean up, or train me or my staff through QuickBooks Online all with a custom training plan that focuses on my specific needs.
CFO Solution for Solo Entrepreneurs
*Perfect for Solo Entrepreneurs who are ready to delegate*
You are ready to be EDUCATED on your books, not just hire a bookkeeper. You need someone to show you what they are doing, and why so you can finally know WHAT to ask.
Creating an intimate relationship with your numbers and how to communicate boosts confidence as the CEO, not just a Solo Entrepreneur trying to do it all.
As the CEO of a small to mid-size business, you need data quickly and accurately. You need timely reports with notes you can understand. You also need to ensure your business has set up the best internal control practices'.
The CFO is the CEOs counterpart, they work together as a well oiled machine.
If you desire a smooth tax year with "audit ready" books with strong internal controls and compliance, we can help. We can set up your company to be proactive for any sudden changes and support growth with ease.
How can you get started?
After a strategy session, we will customize a package that fits your needs, budget, and values. We will be an integral part of your team getting to know the ins-and-outs of your business and work with you side by side to see your grand vision come to life!
If you desire a smooth tax year with "audit ready" books with strong internal controls and compliance, we can help. We can set up your company to be proactive for any sudden changes and support growth with ease.
Because of this, we know what to look for, what questions to ask, and when to offer you things AS YOU NEED IT. We layer in services once you hit certain milestones so you aren't overwhelmed. We grow as you grow.
We are heavy in education. So with anything we recommend we teach you not only the concepts but also the implementation. We take your BIG PICTURE and bring it down to RIGHT NOW.
Services are done on a quarterly basis to keep the overhead down for you. Once your business ramps up we will convert you into a monthly package.
One step at a time! ☺️
Included:
›QBO Set up or clean up, & Light Training
›Bookkeeping and all related functions under bookkeeping
› Quarterly estimated tax estimations
› 1099 Prep & File
› Light HR Support
› Light Tax strategy
›Business templates & organization
›Annual Support for Tax Preparation
› Quarterly reporting of P&L and balance Sheet with notes
› Customized accounting manual
› Receipt backed books
› Quarterly 1:1 Call, Annual Training and Mid-Year tax strategy Review
› Unlimited email support
› Business operations consulting
›Payroll set up and management for Owners (S CORP only)
Our CFO Entrepreneur Services are perfect for...
Business owners who are just starting up in the first 1-2 years making $0-100K a year and who desire to spend their energy on growing their start up or moving into bigger profits.
This is a great solution for business owners who are excellent at their trade, but not well versed in maintaining financials. It's also very helpful for moving into the business owner vs. employee mindset (this is huge!) but don't need much coaching at this time.
You will get Quarterly reporting to start creating accurate historical data. This will help you project your next steps and plan personal finances with a fluctuating income.
And this is JUST the beginning!
Start up CFO services answer the pressing questions like...
>Am I paying enough estimated taxes?
>What are my next best steps?
>Am I profitable? Why or why not?
>Is my business compliant?
Starting Price: $500+ /month
Small Business CFO Solution
Your business is ready for that next level of data it needs to scale, sell, or pivot. It needs services that your current bookkeeper cannot provide. CFO services can help!
We will help you determine your profitability per revenue stream with time cost analysis. We'll help you project out varying revenue models, and work alongside key team members (such as project managers, marketing staff, and assistants).
We can work alongside your current Accounting Staff, or we can take over the task. You have the option to set up this service as quarterly oversight of current financial staff, or monthly ongoing full services.
As the CEO of a small to mid-size business, you need to access data quickly and accurately. You need timely reports with notes you can understand. You also need to ensure your business has set up the best internal control practices.
The CFO is the CEOs counterpart, and they work together as a well oiled machine.
If your business is currently experiencing growing or restriction pains, needs fast access to accurate financials, or needs someone who can explain numbers to a Board/Investors, we can help. If you desire a smooth tax year with "audit ready" books and strong internal controls and compliance, we can help. We can set up your company to be proactive for any sudden changes and support growth with ease.
How can you get started?
After a strategy session, we will customize a package that fits your needs, budget, and values. We will be an integral part of your team getting to know the ins-and-outs of your business and work with you side by side to see your grand vision come to life!
What is included in our Outsourced CFO Services?
› Bookkeeping and all related functions under bookkeeping
› Projections vs Actual
› Revenue stream/Project tracking for profitability margins
› Customized accounting manual (updated annually)
› Customized HR manual (updated annually)
› Audit ready books
› Systems for organization
› Standing monthly calls
› Annual CEO Presentations
› Unlimited email support
› Time cost analysis for staff
› Cash flow
› Business Operations Consulting
› Light Tax Strategy
› Light HR support
› Payroll process and management for a team of 2+
› AP & AR
› Invoice Management & Light Collections
› Support with Onboarding & Offboarding employees and contractors
› 1099 Prep & File
› Monthly reporting of P&L and balance sheet (and notes to breakdown points of interest for owners/team/investors)
› Set up and management of of deprecation Schedules
› Tax Preparation & audit support
Our Outsourced CFO packages are perfect for...
Small to mid-size businesses or Non-Profits that are averaging $500k+ in annual gross revenue with strong cash flow, 900k gross annual revenue with less available cash flow. (Not sure about cash flow? we offer À La Carte below).
Services include email support and online meetings (tiered to price) and presentation prep and execution for Board or Investors. (Note: our fees do not include relative software fees.)
CFO services answer the pressing questions like...
>What's our Cash Position? Or what WILL it be in 1-3 years?
>If we hit an obstacle or disaster, do where could we financially streamline to mitigate risk?
>How profitable are we per revenue stream? Do we have the right Insurances?
>How can we leverage our profits?
>Can we afford to expand our staff?
$1,000+/ month
QuickBooks Support
We partner with CPAs, analysts, and other professional firms who rely on accurate data to make their job not only possible, but easier!
We specialize in QuickBooks Online set up, and clean up.
› QuickBooks set up, new company? No problem, let's build the foundation from day 1.
› QuickBooks clean up. Books neglected all throughout the year and need to leverage someone who knows Quickbooks Online? We do!
This service is great for:
CPAs who needs to partner with an accountant that can translate data to match the necessary tax schedules. Or marketing companies and analysts who rely on data that extracts ROI on specific revenue streams.
It's also great for business owners who need little tweaks here and there to make more informed business decisions. (Things like how far your cash will go with 10% less income than prior year, or what will your taxes look like generating 50% more income than expected.)