Accounting & strategy solutions for today's small business
The CFO on the Go Process
#1 Get Ready
We start by learning about your business and goals to give you the systems needed to stay up-to-date and operate efficiently with the latest online financial management tools.
What you get:
A QuickBooks Online system fully set up for your specific business operations.
Everything needed to manage your small business finances, track profitability, file taxes, and so much more!
QuickBooks Online training and support.
#2 Get Set
Once your system is set up, your year-to-date finances will be compiled in your QuickBooks Online account.
You provide your statements,
we'll do the rest.
#3 CFO on the Go
With the proper foundation in place, you can take charge of your financial management. Our ongoing CFO on the Go services guarantee up-to-date reporting at your finger tips, regularly scheduled strategic reviews, and continued support as you grow your small business.
All accounts are reconciled monthly, making you audit and tax ready all the time!
CFO Packages
CFO.101
$699/Quarter (4x/yr)
+QuickBooks Online*
The foundation of all our services.
Stand-alone is perfect for the entrepreneur that has a handle on accounting and business matters, but wants to make sure they are staying on track.
-----------
Monthly Financial Reconciliations
(up to three (3) accounts)
Quarterly Financial Reviews
Quarterly System Reviews
CFO on the Go Collaboration*
Telephone & Email Support
*CFO on the Go Collaboration
All CFO services come with regularly scheduled communications; including emails, owners meetings, events, and other community measures designed to provide consistent, strategic and compliant approach. Meetings focus on financial review, strategic goals, tax planning, new features in QuickBooks, and other issues impacting your small business.
CFO.200
Starting at $290/Month
+QuickBooks Online*
Rock solo-preneurship like a boss. Gain confidence with an understanding of your numbers and a solid foundation to build on.
--------------
Kick-off w/ a Strategic Financial Review
Daily/weekly Revenue Tracking
Daily/weekly Expense Tracking
Monthly Financial Reconciliations
Quarterly Financial Reviews
CFO on the Go Program*
Telephone & Email Support
Effortlessly upload receipts from your smart device, and your data will be entered with the image saved - keeping you audit ready.
CFO.300
$325/Month
+QuickBooks Online*
Popular among Single Owner S-corps,
this affordable solution always keeps you prepared for tax season.
--------------
Monthly Financial Reconciliations
Quarterly Financial Reviews
CFO on the Go Program*
Telephone & Email Support
Payroll Processing w/Direct Deposit
TSheets Time tracking
Payroll Tax Liability Processing
Annual W2/W3 Processing
Annual Work Comp Audit Reporting
CFO.400
Starting at $400/Month
+QuickBooks Online*
You run your business, we'll take care of all your bookkeeping, accounting, taxes... and so much more.
-----------
Kick-off w/ a Strategic Financial Review
Daily/weekly Revenue Tracking
Daily/weekly Expense Tracking
Payroll Processing w/Direct Deposit
TSheets Time tracking
Payroll Tax Liability Processing
Annual W2/W3 Processing
Annual Work Comp Audit Reporting
Monthly Financial Reconciliations
Quarterly Financial Reviews
CFO on the Go Program*
Telephone & Email Support
QB.101
By far our most popular package, formally known as the Quick-Tune.
Gain knowledge and confidence with this small business owners must have! Bookkeeping and taxes can be overwhelming and frustrating – not to mention time consuming. Don’t spend your precious time struggling with debits and credits. When set up correctly, QuickBooks can be an easy-to-use and efficient tool.
With all CFO Services, or stand-alone.