CFO & Business Advisory Services

We help businesses manage growth and value to support raising capital, transfer of business interests, and owner retirement and estate planning.

Foundation
450$
Every month
+$500 Cleanup & adjustments - Last 7 months
For Pre-Revenue. Also, ideal for Solo founders, consultants, or early-stage startups
Valid for 12 months
- Books Cleanup/Adjustment
- Managed Bookkeeping Services
- Annual review: business value drivers & value management
- Service call by email only
- Optional add-ons
Startup
750$
Every month
+$750 Cleanup & adjustments - Last 7 months
Actualize your business model and boost your KPIs
Valid for 12 months
- Books Cleanup/Adjustments
- Managed Bookkeeping Services
- Financial Reporting (Annual Only)
- Annual adjustments: A/P, A/R, Inventory
- Annual review: Business value drivers & value management
- Optional add-ons
Great Value
Venture
1,350$
Every month
+$350 Cleanup & adjustments - Last 7 months
Valid for 12 months
- Books Cleanup/Adjustment
- Managed Bookkeeping Services
- Financial Reporting
- Quarterly adjustments: A/P, A/R, Inventory
- Quarterly review: Business value drivers & value management
- Optional add-ons
Growth
2,430$
Every month
Valid for 12 months
- Books Cleanup/Adjustment
- Managed Bookkeeping Services
- Financial Reporting
- Owners retirement & benefits
- Benefits advisory
- Cash flow management advisory
- Monthly adjustments: A/P, A/R, Inventory
- Monthly review: Business value drivers & value management
- Optional add-ons
Enterprise
5,132$
Every month
Valid for 12 months
- Books Cleanup/Adjustment
- Managed Bookkeeping Services
- Financial Reporting
- Owners retirement & benefits
- Benefits advisory
- Cash flow management advisory
- Monthly adjustments: A/P, A/R, Inventory
- Monthly review: Business value drivers & value management
- Optional add-ons
- Private capital advisory (analysis)
- M&A advisory (analysis)

CFO & Business Advisory Services

Foundation

Startup

Venture

Growth

Enterprise

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