- Reconciliation of one (1) bank account, one (1) credit card account, one (1) e-commerce channel, and one (1) ad revenue channel
- Financial statements: Balance sheet, profit and loss (P&L) statement, and statement of cash flow for transactions recorded each month
- One private, one-hour consultation each month (audio or video conference)
- Unlimited email support
The CFO for purpose driven leaders
Streamline processes and stay in control with CFO services that cover all the bases
GET STARTED We listen to your needs, challenges, and goals and discuss how we can help bring financial peace of mind.
We deliver a customized proposal explaining the right services that fit your needs.
We create a customized accounting system. Aka, the backbone of your business’ finances.
You gain visibility and control over all financial and administrative functions of your business so you can focus on what you do best.
Accounting Services in a Box
A range of services to free your mind and your time.
Accounting Services in a Box let you delegate the financials so you can stay focused on running and growing your business. We’ll reconcile your company’s accounts and assets, provide monthly statements, and keep you informed of your company's financial standing and cash flow — all delivered in a package sized to fit your unique business needs.
Build a financial blueprint for your business
Blueprint4Success™
The Blueprint 4 Success (B4S) framework sets you up for success by establishing your unique accounting structure and providing visibility and control over the financial, compliance, and administrative operations of your business.
Starting at
$3,500
one-time setup fee
B4S Essential
*Starting at
$475
a month
B4S Standard
*Starting at
$775
a month
- Reconciliation of two (2) bank accounts, two (2) credit card accounts, two (2) e-commerce channels, and two (2) ad revenue channels
- Financial report statements: Balance sheet, profit and loss (P&L) statement, and statement of cash flow for transactions recorded each month
- One private, one-hour consultation each month (audio or video conference)
- Unlimited email support
B4S Pro
*Starting at
$1,075
a month
- Reconciliation of three (3) bank accounts, three (3) credit card accounts, three (3) e-commerce channels, and three (3) ad revenue channels
- Financial statements: Balance sheet, profit and loss (P&L) statement, and statement of cash flow for transactions recorded each month
- Customized cash flow report on projected spending
- Compliance reporting (payroll, sales tax, federal, state, corporate, and vendors)
- Two (2) hours of private consultation each month (audio or video conference)
- Unlimited email support
CFO Pro Plus
*Starting at
$5,000
customized package
A solid accounting structure is one of the key drivers of every successful business. Accurate accounting records illustrate your company’s growth, reveal shortcomings, and help investors and lenders decide if they want to invest time or money in your business.
Our Pro Plus services help you optimize your company’s financial systems end-to-end — from strategic planning, to reporting and audits, to payroll and HR services — so you can always have a clear picture of your company’s financial position, stay focused on strategy, and maximize profits.
Growing businesses trust our CFO services
Secure the financial health of your business
Delegate CFO responsibilities to our team of experts
FOCUS ON YOUR BUSINESS