Affordable Financial Solutions Tailored
to Your Business
Unlock Growth Potential and Data-Driven Decisions with Interim CFOs
Unlock Growth Potential and Data-Driven Decisions
with Interim CFOs
with Interim CFOs
Our Unbeatable Packages
Experience a variety of financial service packages tailored to bolster your business throughout its growth and evolution. Select from our adaptable, cost-effective solutions to address the unique financial requirements of your company at each stage of its lifecycle.
Initial Ignition
$1,000/mo
GREAT FOR STARTERS
For Early Stage or Pre-Revenue Companies
Year-Round Bookkeeping
AP (bill.com/expensify)
Bank Reconciliation (Up to 3 accounts)
Credit Card Reconciliation (1 card)
Payroll Management (Gusto/Justworks)
G/L Management
Month-end Close
Process Design
KPIs
Techstack: QBO, Xero
Revenue Rocket
$3,500/mo
FOR STEADY GROWTH
For Startups
Generating Revenue
Everything in Level 1 plus:
Bank Reconciliation (Up to 6 accounts)
Credit Card Reconciliation (3 cards)
Accounts Receivable
Revenue Recognition
13-week Cash Flow
Financial Modeling Maintenance
Apex Achievers
Call for Quote
FOR PLANNED EXPANSION
For Mature Businesses with Various Needs
Everything in Level 2 plus:
Bank Reconciliation (Up to 10 accounts)
Credit Card Reconciliation (5 cards)
Enhanced KPIs
Financial Modeling
Budget Management
Accounting Policy Review & Improvement
Add-Ons:
Additional services for companies with specialist needs.
Human Resources
Payroll Preparation & Support
1099 Contractor Preparation
Employee Onboarding
Benefits Management
Inventory Management
Inventory Setup
Inventory / COGS Reconciliation
Inventory Modeling
Inventory Management PO Generation & Receiving
Systems Setup
QBO Setup (Bank Accounts, Bill Payment etc.)
Chart of Accounts Set-Up
Bill.com & Expensify setup
CPA Firm Selection & Onboarding
Investor Reporting
Board/Investor Deck
409A Support
Compliance
Income Tax Return Support
Debt Covenants
Sales Tax Return Preparation & Submission
Fundraising
Fundraising Deck & Supporting Analyses
Due Diligence Preparation & Representation
Transaction Support
Audit
Annual Audit Preparation & Representation
Systems Implementation
Systems Implementations & Conversion
Budget & Forecast
3-5 Year Financial Model
Book A Free Consultation
Get clarity on the right blend of financial professionals you need.
Quote with no hidden costs or strings attached.
Learn about financial opportunities for your business you might not be aware of.