Small Business Virtual - CFO

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Small Business Virtual – CFO
V – CFO PACKAGE LEVELS
ENTREPRENEUR PROFESSIONAL EXECUTIVE
Sole Prop. & Limited Liability Co. 2-10 Employees 2-10 Employees
$399.00 $499.00 $599.00
INCLUDED SERVICES
BOOKKEEPING
Month End Close & Reconciliation Monthly Reporting
X X X
TAX PREPARATION
Per Federal & State Requirements
X X X
ESTIMATED TAX PAYMENTS
IRS – Electronic Filing Tax Payment System
X X X
SCHEDULED CFO MEETINGS
Strategic Review, Goals (fiscal and org), and Performance Coaching
CFO meetings are conducted virtually or on location
Semi – Annual Annual Semi – Annual
PERSONAL RETIREMENT PLANNING X
TAX RESOLUTION COUNSELING 60 Minutes 60 Minutes 90 Minutes
FULL SERVICE PAYROLL Optional X X
FINANCIAL STATEMENTS X X
EXECUTIVE RETIREMENT PLANNING
High Comp & Tax Strategies / Financial Planning / Exit Strategies
X X
12 MONTH FORECASTING Optional X X
FRAUD ANALYSIS Optional Optional X
EMPLOYEE RETIREMENT & FINANCIAL COUNSELING 
Retirement Plan Advice / Financial Coaching / Debt Counseling
X
TAX PLANNING Optional Optional X

 

** We offer a Reserve V – CFO package which is suitable for
organizations requiring customized solutions and is priced according
to specific need(s) and assessment results. This package maintains the
highest level of organization adaptability.

Onboarding Process: Our team works hard to understand and get
aligned with your existing processes. We’re examining your past
books, reading your business plan, and when applicable, building a
forecasting model and set of KPIs. Additionally, we are reviewing
your financial statements and chart of accounts to make sure we fully
understand your needs and get off to a good start.

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