Fee
|
$1950/Month
|
$3750/Month
|
$7250/Month
|
Service Description |
CFO Copper |
CFO Gold |
CFO Platinum |
Typical Company point in time |
< 10 Employees |
10-50 Employees |
>50 Employees |
Onboarding |
4 weeks |
6 weeks |
8 weeks |
Financial Analysis |
In-Depth |
In-Depth |
Detailed |
Financial Statements |
Incl |
Incl |
Incl |
Automation implementation |
Incl |
Incl |
Incl |
Dash Boards |
Basic |
Advanced |
Detailed |
12 month forecasting |
Basic |
In-Depth |
Detailed |
Manager performance meeting |
Quarterly |
Monthly |
Bi-weekly |
Reporting |
Basic |
In-Depth |
Detailed |
Tax Return |
1 Business Return |
2 tax returns |
3 tax returns |
Forecasts/Budgets/Variance |
X |
1 Year |
2 Year |
12month rolling forecasts |
X |
1 Year |
2 Year |
Scenario Planning (What-if) |
X |
1 Scenarios |
up to 4 Scenarios |
Ratio Analysis |
X |
Quarterly |
Plus common size to industry |
Performance reportng |
X |
Monthly |
Monthly |
Financial KPIs |
X |
Monthly |
Monthly |
Non Financial KPIs |
X |
Monthly |
Monthly |
Departments |
X |
Opt |
Monthly |
Locations |
X |
Opt |
Monthly |
Payroll |
Opt |
Opt |
Opt |
Capital Budgeting |
Opt |
Opt |
Opt |
Financial analysis |
Opt |
Opt |
Opt |
Equipment |
Opt |
Opt |
Opt |
Real estate |
Opt |
Opt |
Opt |
Valuations |
Opt |
Opt |
Opt |
M&A analysis |
Opt |
Opt |
Opt |
Exit Planning |
Opt |
Opt |
Opt |
Due Diligence |
Opt |
Opt |
Opt |
Raising capital preparation |
Opt |
Opt |
Opt |
Private Placement |
Opt |
Opt |
Opt |
Banking relationship |
Opt |
Opt |
Opt |