CLIENT ONBOARDING
Required for ALL SERVICES, Charged on the Day of Orientation
Includes:
Orientation & Strategy Call
Customized Databases
Clean up of books & Records
Uploading past data
Economic Updates
Industry Data
Q&A
Onboarding Fee:
ONE TIME FEE OF
$998
LEVEL 1 CFO PROGRAM
We Implement a Leads Tracking Database, Provide you a Financial Roadmap and keep you updated with our Monthly Review
Included:
FINANCIAL ROADMAP & MONTHLY REVIEWS
Leads/Client Database Implementation
Revenue Forecast
Expense Budget
Monthly Review Dashboard
Level 1 FEE:
Onboarding Fee +
$$$/month
EMAIL FOR CURRENT PRICES
Monthly Dashboard & Monitoring
Check-ins when we see major changes in the business
CFO q&a
Financial Newsletters
LEVEL 1 PLUS BOOKKEEPING
Recommended for those that do not currently receive monthly financial statements or would like timelier reporting on a monthly basis.
Included:
LEVEL 1 CFO PROGRAM
TIMELY MONTHLY FINANCIAL REPORTING
1099 Filing Included
Transfer of data from your previous accountant
Interaction and correspondence with your tax accountant
FREE QUICKBOOKS ONLINE ACCOUNT
We will provide you and your tax accountant access to your real-time financials
LEVEL 1 PLUS BOOKKEEPING FEE:
Onboarding Fee +
$$$/month per Account
EMAIL FOR CURRENT PRICES
LEVEL 2 CFO PROGRAM
Provides additional Access to your CFO, a Weekly KPI Dashboard, and a more detailed Monthly Review
Included:
Weekly Critical Driver Update
A detailed Weekly Update on your KPI Status
Monthly Financial Review & Employee Dashboard
Detailed Email Review by your CFO
Employee Dashboard will be customized to provide your team insight into the Financial Health of your business without disclosing detailed profit figures
LEVEL 2 FEE:
Onboarding Fee +
$$$/month
EMAIL FOR CURRENT PRICES
Weekly Critical Driver Update
Monthly CFO Report
Employee Dashboard
CFO q&a
Financial Newsletters
Quarterly Meetings (or when there are major changes in the business)
LEVEL 2 PLUS BOOKKEEPING
Recommended for those that do not currently receive monthly financial statements or would like timelier reporting on a monthly basis.
Included:
LEVEL 2 CFO PROGRAM
TIMELY MONTHLY FINANCIAL REPORTING
1099 Filing Included
Transfer of data from your previous accountant
Interaction and correspondence with your tax accountant
FREE QUICKBOOKS ONLINE ACCOUNT
We will provide you and your tax accountant access to your real-time financials
LEVEL 2 PLUS BOOKKEEPING FEE:
Onboarding Fee +
$$$/month per Account
EMAIL FOR CURRENT PRICES
ADDITIONAL SERVICES:
MONTHLY STRATEGY CALLS WITH MIKE WALDRON
Recommended for those that need a “Partner” to help guide monthly decision making for both personal and business finances. Only open to a limited number of clients.
Included:
Monthly review of business & personal finances
Annual In-person strategy meetings
STRATEGY MEETINGS:
CFO Level 1 or 2 +
$499/month
PARTNER PROGRAM
CFO ALL ACCESS:
Limited to a select group of businesses, PLEASE CONTACT US FOR MORE INFORMATION