CFO Service Packages
Initial Onboarding: $399.97
Gold
$975
per month
-
60 min Virtual Strategy Sessions: Bi-Annually
-
Transaction Volume (per account): <250
-
Bank Account & Credit Card Reconciliation: <3
-
Reconciliation Frequency: Monthly
-
Additional Accounts: $150 each
-
Financial Statements: Monthly
-
Data Analytics & KPIs Reports
-
Monthly Management Reports
-
(1) Savings Account Reconciliation
Silver
$550
per month
-
60 min Virtual Strategy Sessions: Bi-Annually
-
Transaction Volume (per account): <120
-
Bank Account & Credit Card Reconciliation: <2
-
Reconciliation Frequency: Monthly
-
Additional Accounts: $150 each
-
Financial Statements: Monthly
-
Data Analytics & KPIs Reports
-
Monthly Management Reports
-
(1) Savings Account Reconciliation
Platinum
$3,000
per month
-
Proactive Tax Strategy Sessions: Annually
-
60 min Virtual Strategy Sessions: Quarterly
-
Transaction Volume (per account): <500
-
Bank Account & Credit Card Reconciliation: <3
-
Reconciliation Frequency: Weekly
-
Additional Accounts: $150 each
-
Financial Statements: Monthly
-
Data Analytics & KPIs Reports
-
Monthly Management Reports
-
(1) Savings Account Reconciliation
Elite
$1,800
per month
-
60 min Virtual Strategy Sessions: Quarterly
-
Transaction Volume (per account): <300
-
Bank Account & Credit Card Reconciliation: <4
-
Reconciliation Frequency: Weekly
-
Additional Accounts: $150 each
-
Financial Statements: Monthly
-
Data Analytics & KPIs Reports
-
Monthly Management Reports
-
(1) Savings Account Reconciliation
Add Ons:
Sales Tax Filing: $50/mo
Estimated Tax Filings: $40/mo
Behind on your books? No need to worry! Back bookkeeping services help to get you fully caught up with tax-ready financials. We guarantee a 3 week* turn around for up to 12 months of retroactive bookkeeping.
Don't See a Package Here That Fits Your Needs? Book a Consultation
