Fractional CFO for Small Businesses
We'll help you ditch the financial guesswork and set up a simple, sustainable plan for your finances, whether that's figuring out how much to pay yourself, determining what to set aside for taxes, or evaluating if you can hire that contractor or employee. We take the time to understand your goals, keep your finances organized, and offer insight that helps you run your business with confidence.
1
Basic CFO
Build a solid financial foundation for your business.
$700 - $1,500 / month
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QuickBooks bookkeeping with monthly financial statements.
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Preparation of an annual budget.
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​Guidance on owner pay.
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Ongoing email support.
2
Quarterly CFO
Turn your numbers into better business decisions.
​$800 - $1,800 / month
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QuickBooks bookkeeping with monthly financial statements.
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Preparation of an annual budget.
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Guidance on owner pay.
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Ongoing email support.
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Assistance with quarterly estimated tax payments.
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Quarterly CFO strategy calls.​
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Option to add cash flow forecasting for additional fee.
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3
Monthly CFO
Proactive financial guidance for your business.
​$1,500 - $3,000 / month
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QuickBooks bookkeeping with monthly financial statements.
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Preparation of an annual budget.
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Guidance on owner pay and hiring.
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Ongoing email support.
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Assistance with quarterly estimated tax payments.
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Monthly CFO strategy calls.
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12-month forecasting for cash flow + profitability.
Not ready for monthly services?
Check out our project offerings.
Financial Check-Up
Gain clarity and find opportunities.
$500 - $1,000
Includes:
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Review of most recent year's balance sheet and income statement
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Review chart of accounts
Cash Flow Projection
Plan ahead and stay in control of your cash.
$1,000 - $2,000
Includes:
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12-month forward-looking cash flow projection
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​Scenario planning​