Explore our CFO & Bookkeeping Packages!
Want more than just the numbers?
Take a look at our Fractional CFO Offerings if you’d like our expert accounting advice, financial snapshots, forecasts, projections and more.
Please be advised that a Quickbooks Account is required to enroll our Fractional CFO Services.
We are an authorized partner who is Quickbooks certified and can offer exclusive rates.
FRACTIONAL CFO qUARTERLY
If you are looking to hand off your bookkeeping and do deep insight meetings once per quarter, then the Fractional CFO Quarterly Package is best for you!
This package is the perfect introduction to Fractional CFO Services. Learn the true benefits of having another set of eyes across the growth of your business.
This package is recommended for companies grossing 250,000 - 500,000.
Secured client portal access
Monthly Quickbooks Reconciliation
1 Quarterly Meeting: Business Snapshot & Forecasting
Monthly PNL Statement
Proactive personal & corporate tax planning every quarter
ENTERPRISE
Pricing is Tailored to Your Business
Everything included in the Monthly Package, but with the scale of your business in mind.
This package begins with a retainer to allow our team to start working.
After the retainer is exhausted, you will be invoiced as needed to complete your bookkeeping and comprehensive finance needs.
FRACTIONAL CFO MONTHLY
If you are looking to completely get rid of the day to day upkeep of your finances then the Fractional CFO: Monthly Package is best for you!
This package allows for us to take over your accounting needs in its fullest capacity and even offers expertise on how you can save on the daily operations and taxes for your business.
We are at the front line of our fractional CFO clients accounting needs and we ensure that you receive 1 meeting every month where we review your monthly snapshot. You'll receive complimentary bookkeeping and a true partnership in maintaining the accounting operations of your growing business.
This package is recommended for companies grossing 500,000 and up.
Secured client portal access
Monthly Quickbooks Reconciliation
1 Monthly Meeting: Business Snapshot & Forecasting
Monthly PNL Statement
Proactive personal & corporate tax planning every quarter
Just Need Your Books Done Accurately ?
We offer a hands off bookkeeping service, where we simply handle the numbers and keep things in order so that your business is ready to go for Tax Season.
STANDARD
This package is for the Everyday Business Owner desiring around the clock bookkeeping. This package is perfect for you if you have fixed overhead & minimal daily accounting upkeep.
This includes 2 bi-annual meetings for a brief overview of your books. Meetings will take place in June & December only. Desiring regularly scheduled meetings would qualify you for CFO Services.
This is most ideal for clients grossing less than 250,000 a year and no more than 3 accounts. Typically, your 3 accounts would be Business Checking, Business Savings, and Business Credit.
Secured client portal access
Personal Tax Preparation Planning
Schedule C Tax Preparation Planning
Monthly Account Reconciliation
Bi-Annual PNL Report
Bi-Annual Expense Reporting (required)
YEAR END RECONCILIATION
This is for clients who have not maintained their books throughout the year and want to bring in FTG to dive into existing accounts to bring things in order.
1 Business Bank Account Reconciliation 12 months
1 Credit Card Account Reconciliation 12 months
Itemized Query
Year End Meeting Recap (60 min).
Investment Audit & Planning
Year End Profit & Loss Statement
Not ready for a full CFO or bookkeeping package, but Still want tax planning help throughout the year?
Try Quarterly Business Development with FTG
Meet Once per Quarter (every 3 months)
You’ll still get the Expert Advice and guidance on how to best navigate your year as it pertains to taxes and financial growth.
The key difference between this and our Quarterly Bookkeeping package is that you’ll maintain your own bookkeeping thus resulting in a lower cost per year.
