CFO Packages

Ideal for startups, small businesses, and solopreneurs who are in the early stages of their business journey and need to establish a strong financial foundation.

Suitable for businesses with an annual income range of approximately $50,000 to $250,000

Financial Assessment, Financial health check-up, Identifying key financial metrics, Basic Bookkeeping, Budgeting and Forecasting ,Annual budget creation, Quarterly financial forecasts, Financial Coaching, Track Key performance indications (KPIs) (3)

Price Starting at $500/mo.

Includes the Prosperity Package: Ideal for established small to medium-sized businesses that have steady revenue streams and want to optimize profitability and financial decision-making.

Suitable for businesses with an annual income range of approximately $250,000 to $1 million or more.

Forecast your cash flow for effective management of working capital, Profit Projections, Manage your investments and debt, Tack and highlight KPIs (5) that will help you earn profits. Monthly matrix and cashflow analysis.

Price Starting at $1,200/mo.

Includes the Abundance Package: Ideal for medium-sized to larger businesses with complex financial needs, growth aspirations, and strategic goals, including those considering mergers or acquisitions.

Suitable for businesses with an annual income range of $1 million or more.

Track and highlight KPIs (10), Weekly matrix and cashflow analysis. We attend all board meetings.

Price Starting at $2,500/mo.

CFO worksheet includes a scaling model to increase sales, and marketing analytics and Cashflow matrix analysis.

Prices Starting at $250