Pricing & Fee Structure:

  • Primary services will be a monthly service paid one month in advance of service
  • Each package will be customized for the client based on agreed upon needs
  • Each engagement will require an engagement letter detailing the scope of services
  • Special projects will be priced out on individual quotes
  • Either party may terminate engagement with 30 days’ notice

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Basic $3,500/mo Growth $7,500/mo Virtual CFO $8,500/mo
Bookkeeping and Financial Reporting Monthly Monthly Monthly
Meeting with Client Monthly Monthly 2x/wk
Cash Flow Management Monthly Monthly 2x/month
Key Performance Indicators Reporting n/a Monthly Weekly
Reporting For Board n/a Monthly Monthly
Financial Budget Review n/a Monthly Monthly
12-18 Month Financial Forecasting n/a Annually Monthly
Coaching/Training on Processes n/a n/a Monthly
Strategic and Long Range Financial Planning n/a n/a Quarterly
Bank Relationships n/a n/a  Annually
Attendance at Director Meetings n/a n/a As Scheduled