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Basic
$1,000/Month
CFO services
Financial statement analysis
Ratio analysis
Semi-annual financial review
One scheduled call/month
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Intermediate
$1,500/Month
Everything in basic
KPI analysis
Quarterly financial review
Advanced
$2,000/Month
Everything in intermediate
Project analysis
Department profitability analysis
Customer profitability analysis
Credit application support
Strategic planning
Director meeting
Monthly financial review
Two scheduled calls per month
Per Quarter
Books clean-up - per hour or flat rate
Free QuickBooks & Wave consultation
Don't see a plan that suits you.
Give us a call and we will work with you to customize one for you.
Monthly bookkeeping
1-2 bank/credit card accounts reconciled
Price tailored to your business
1-3 bank/credit card accounts reconciled
1-5 bank/credit card accounts reconciled
