CFO Services Packages

O V E R V I E W

A CFO-as-a-Service plugin that seamlessly aligns with the needs of my company.

We have structured our CFO Services into three main packages to assist in bridging the gap within the leadership of your finance function.

Simple CFO

8 hours per month

For startups with funding, the Performance Package provides initial access to high-caliber financial expertise, propelling your company's launch. Emphasizing the development of financial infrastructure, foundational reporting, and compliance, along with early-stage cash flow management, your new finance ally will illuminate the numbers throughout your initial years.

CFO Plus +

16 hours per month

For businesses stepping into the scale-up phase (around 10 to 25 people), the Growth Package delivers precisely the right CFO support to propel your company forward. Emphasizing advanced financial reporting, detailed cash flow forecasting, and nuanced strategies for maximizing value, your new part-time CFO will ease the complexity hurdles during the early stages of growth.

Corporate CFO

32 hours per month

For successful enterprises seeking to amplify their scale, our forward-thinking CFOs empower you to unlock the true value of your business. Offering advanced financial reporting to boards and shareholders, meticulous cash flow management and forecasting, comprehensive risk oversight, sophisticated KPI reporting, and cutting-edge financial strategies, these elements converge to drive industry-leading growth, profitability, and cash flow. The introduction of a dedicated CFO for a day per week has the potential to reshape growth trajectories significantly.

What Determines my Package?

Your uniqueness extends to both you and your business, along with its distinctive growth journey. The level of CFO support you require is influenced by various factors:

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Company Size

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Company Complexity

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Company Growth Rate

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High-level vs Hands-on

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Scope of Work

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Budget considerations

✓ Accounts Payable (entry, bill paying)

✓ Accounts Receivable (entry, invoicing, collection)

✓ Bank Reconciliations

✓ Bookkeeping cleanup

✓ General Ledger

✓ Outsourced Bookkeeping

✓ and more

✓ Payroll Processing

✓ Tax Payments and Forms

✓ Online and Mobile Access

✓ Software Integrations

✓ Payment Options

✓ Employee Access

✓ Individual Tax

✓ Business Tax

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