Pricing

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

Optional Services are billed at $375 per hour

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