Financial Management.
Accountant
$3,000/mo.
Avg. $500k Annual Sales
Basic Business Plan
Bookkeeping and Reconciliation
Financial Statements
Quarterly Meetings
Tax Filings
X
X
X
X
Controller
$6,000/mo.
Avg. $2M Annual Sales
Strategic Business Plan
Bookkeeping and Reconciliation
Financial Statements
Monthly Meetings
Tax Planning & Filings
Payroll
Budget and Gap Analysis
X
X
CFO
$9,000/mo.
Avg. $5M Annual Sales
Strategic Business Plan
Bookkeeping and Reconciliation
Financial Statements
Bi-weekly Meetings
Tax Planning & Filings
Payroll
Budget and Gap Analysis
KPI, Project, and Trend Analysis
Cash Flow Projections
Consulting.
$25,000
Session 1 | Mission & Vision
Session 2 | Goals & Objectives
Session 3 | Customer & Market
Session 4 | Organization & Operations
Session 5 | Financial Modeling
Session 6 | Project Advisory
A La Carte $5,000/ea
“Price is what you pay, value is what you get.”
— Warren Buffett