Fractional CFO Packages

If you’re not tracking your money or planning how to spend it, you’ll waste money throughout the year and won’t know it until it’s too late.

Have a plan and become tax-efficient to build your wealth with financial planing & analysis.

Basic FP&A
($900-1400 Monthly)

The basic packages includes:

  • building out a budget

  • analyzing budget month to month

  • comparing budget year to year

  • recommendations for increasing revenue and cutting costs

Did my money go where I thought it would?

Example:

You budgeted $3500 in payroll for last month and paid $4000, so you overspent by $500. Compared to last year, you spent $1000 more. We would help you adjust the budget or find a way to cut costs to make up for the shortfall.

advanced FP&A
($1750-2250 Monthly)

This package includes the basic package and:

  • forecasting your budget month to month

  • developing KPIs (key performance indicators), which quantifiably measure performance in your business operations

  • comprehensive analysis of variances within your budget

Did I use my money to maximize my profits?

Example:

After diving in deeper to the analysis, the extra $500 we paid for this employee actually helped us generate an additional $2000 in revenue which yields a 400% ROI. What should we do with the extra $1500 in profit?

Outsourced cFO
($2500-3000 Monthly)

This package includes the pro package and:

  • tax preparation of your business return

  • tax planning throughout the year, including quarterly tax projections and recommendations on investments or capital improvements that you can make to mitigate your taxes

  • consolidated financial statements for multiple entities

Are my profits as tax-efficient as possible?

Example:

Your profit for the year is $500,000. You are in the highest tax bracket and will pay over 30% tax on this income. You buy a new truck for your business which costs $70,000. We accelerated depreciation the first year and save you up to $20,000 in tax while providing transportation for years to come.

BookkeepinG, PAYROLL & Bill Pay

Having a great bookkeeper is essential to your financial success. We offer bookkeeping at competitive rates.

We also offer payroll and bill pay services.

Add-On Services

We can create a customized plan to fit your company’s needs.

Tax Preparation

If you’d like to add tax preparation to a basic or pro plan, we would be happy to assist you.

Preparing your personal return is complimentary when you file your business return with our CPA.

Valuations & Due Diligence Readiness

If you’re ready to sell your company or buy another company, we can calculate EBITDA and help determine a fair multiple.

We can also advise on how to prepare your business to be ready to sell at the highest value. Due diligence readiness will help provide the necessary financial reports that your purchaser will require.

ControllerSHIP

If you have more complex transactions or need policy advising, controller services are available.

Some examples include deferred revenue, acquisition accounting, capital leases etc...