COMPLETE FINANCE Team

Three distinct functions:

CFO, Controller, Bookkeeper

Organizational chart with a CFO at the top connected to a controller and bookkeeper beneath, illustrating strategic advisory to maximize profit and cash flow, with additional text emphasizing use of financial reporting to grow and stay tax-ready and compliant.

let’s get custom.

Get tailored recommendations and ongoing strategy to help you Sow Consistently, Build Wisely and Keep Going.

ACCOUNTING SERVICES

  • Managed Accounting Services and CFO Advisory

    • Weekly Transaction Categorization

    • Custom Reporting + CFO Dashboard

    • Financials done on 15th of the month

    • Quarterly + Monthly CFO Review Meetings

    • Response Time: 24-hr dedicated Account Manager

    • 1099 Filings

    • Monthly fee: $3000+

  • Managed Accounting Services

    • Weekly Transaction Categorization

    • Custom Reporting

    • Quarterly Review Meetings

    • Response Time: 24-hr dedicated Account Manager

    • 1099 Filings

    • Monthly fee: $1500+

  • Bookkeeping - Keep me tax-ready!

    • Data entry

    • Bi-weekly transaction categorization

    • Basic Reporting (P&L + Balance Sheet)

    • Financials done end of the month + 20 days

    • Monthly fee: $750+

CFO ADVISORY SERVICES

  • Everything in CFO Growth plus:

    • Weekly cash-position & KPI pulse

    • Scenario & Sensitivity modeling

    • Board-deck prep and virtual attendance

    • Capital-raise / M& A support

    • On-call chat / phone access

    • Monthly fee: $4,000+

  • Everything in CFO Foundations plus:

    • Trend Analysis & Variance Commentary

    • Quarterly deep-dive strategy session

    • Lender / CPA coordination pack

    • Monthly fee: $2,500

    • Profit & Cash-Flow Target setting

    • Monthly Business Assessment

    • One-page Scoreboard

    • 30-day Action Plan

    • Email Q&A

    • Monthly fee: $1,500

Add-on services

  • These can be added to any of the above accounting packages:

    • Payroll

    • Accounts Payable

    • Accounts Receivable

    • Sales Tax Filing

    • Custom Dashboards (included in All in Strategy)

    • Vendor W9 Collection

    • Prevailing Wage Reports

    • On-Site (local only)

    • Budget Guidance

    • Project Tracking

    • Workers Comp Audit

    • DIY Consultation ($1,000+)

    • Policy & Procedure Manual ($2,500+)

    • Workshops