Signed in as:
filler@godaddy.com
Client Services Menu
Monthly Services Offered
Essential Package – Foundational Financial Management
Monthly Investment: $1,000 – $2,000
Includes:
- Needs Assessment
- Input & Assign Transactions (monthly)
- Reconciliation of Bank Statements
- Financial Statements (monthly)
- Year-End Reports for tax filing prep
- 1099 & 1096 Filing for contract employees
- 1 Quarterly Advisory Call (in-depth strategy session)
Growth Package – Strategic Financial Oversight
Monthly Investment: $2,000 – $3,000
Includes Everything in Essential, plus:
- Monthly Advisory Check-In Calls
- Cash Flow Optimization
- Profit Margin & Expense Analysis
- Budgeting & Forecasting
- Cost Management
Elite Package – Full Fractional CFO Partnership
Monthly Investment: $3,000 – Up
Includes Everything in Growth, plus:
- Comprehensive Tax Planning & Compliance
- Risk Management
- Treasury Management (cash, investments, financing, and banking relationships)
- Advanced Forecasting & Scenario Planning
- Custom KPI Tracking & Reporting
- Payroll
- Accounting Policies and Procedures
Add On Services
Individually Priced
- Tax compliance (sales use & payroll taxes).
- Set up accounting systems and controls.
- Consult on strategic planning goals.
- Financial forecasting.
- Clean up of financial systems.
- Other Tax forms (State & local filings).
- Tax Planning.
- Business Advisory.
- Budgeting.