Our Outsourced CFO Packages

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 Advisory CFOadvisory.png

  • Reporting (as per our critical reporting cheat sheet)
  • Advisement on trends, issues, and ideas based on reporting observations and comparisons
  • KPI tracking and reporting
  • Budgetary advice and development (annually)
  • Available for advice/feedback on demand

     

Add-on Services

  • Bookkeeping
  • Monthly journal entries and adjustments
  • Auditing

Fractional.pngFractional CFO

  • Ensure completion of reporting (as per our critical reports guide)
  • Advisement on trends, issues, and ideas based on reporting observations and comparisons
  • KPI tracking and reporting
  • Critical expenditure approvals
  • Inventory planning collaboration
  • Monthly journal entries and adjustments
  • Advanced budgeting
  • Senior management staff meeting participation (weekly, by phone)
  • Board representation
  • Investor reporting
  • Oversight management of controller, finance, treasury
  • Management of internal staff for IT, HR, or legal
  • Supervisory management of bank, CPA, and auditor relationships

Add-on Services

  • Bookkeeping
  • Monthly journal entries and adjustments
  • Auditing

Collaboratory CFOcollaboratory.png

  • Reporting (as per our critical reporting cheat sheet)
  • Advisement on trends, issues, and ideas based on reporting observations and comparisons
  • KPI tracking and reporting
  • Budgetary advice and development (annually)
  • Available for advice/feedback on demand
  • Critical expenditure approvals
  • Critical relationship management with outsourced vendors for:
    • Legal
    • IT
    • HR/PEO/PR
    • CPA Firms

    The Benefits of Outsourced CFO Services

Pricing on Outsourced CFO Packages

  • Advisory CFO
  • 0-1m - $550/Month
  • 1m-5m - $975/Month
  • 5m-25m - $1500/Month
  • Fractional CFO
  • 0-1m - $1250/Month
  • 1m-5m - $2200/Month
  • 5m- 25m - $3450/Month
  • Collaboratory CFO
  • 0-1m - $4500/Month
  • 1m-5m - $6500/Month
  • 5m- 25m - $8000/Month

 

Interested in learning more about our outsourced CFO packages?

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outsourced cfo