Regular Season
From: $850.00 / month and a $500.00 sign-up fee
Description
Business consulting, review, and CFO services for established businesses on a growth trajectory. Our Regular Season offering is designed to ensure maximum efficiency and effective controls with a potential exist always in mind. When ready, you can add our Post Season offering to start preparing your company for the highest valued exit possible.
| Monthly | $850 | $1,250 | $1,750 |
| Base Hit | Home Run | Grand Slam | |
| Onboarding | 4 weeks | 6 weeks | 6 weeks |
| Software | Hosted QB Desktop | Hosted QB Desktop | Hosted QB Desktop |
| Typical Client Size | Under 10 | up to 20 | TBD |
| Typical Client time in business | startup | 1-2 years | 2-4 years |
| Scheduled Meetings | Up to 1x/month | Up to 2x/Month | Weekly |
| Download Bank Transactions | Y | Y | Y |
| Updating Activity to Correct G/L Accounts | Y | Y | Y |
| Reconcile Bank Account | up to 1 accounts | up to 3 accounts | up to 5 accounts |
| Average Bank Statement Size | 3-5 pages | 6-8 pages | 8 or more pages |
| End of Month Profit and Loss Report | x | Y | Y |
| End of Month Balance Sheet Report | x | Y | Y |
| Custom monthly Reporting as Requested | x | x | Y |
| Industry Average Comparison | x | x | Y |
| Month End Close | Y | Y | Y |
| Financial Statements | Y | Y | Y |
| Company-Wide KPI’s | N | Y | Y |
| Industry Comparison Reports | N | Y | Y |
| 12-Month Forecasting | N | Y | Y |
| Revenue Recognition | N | Y | Y |
| Incentive Plans | N | N | Y |
| Performance by Project | N | N | Y |
| Team Member Performance | N | N | Y |
| Department Performance | N | N | Y |
| Customized Dept Reports | N | N | Y |
| Bank Relationships | N | N | Y |
| Director Meeting | N | N | Y |
| Resource Planning | N | N | Y |
| Online Support | unlimited | unlimited | unlimited |
| Add ons | |||
| Accounts Receivable – Invoicing Customers | 200 | 200 | 200 |
| Accounts Payable-Paying Bills | 300 | 300 | 300 |
| Payroll | $15/emp | $15/emp | $15/emp |
| 1099’s | 200 | 200 | 200 |
| Expense Management | 200 | 200 | 200 |
| 12 Month Forecast | 400 | 400 | 400 |
| Cash Flow Managment | 400 | 400 | 400 |
| Tax Returns | Starting at | Starting at | Starting at |
| Individual Tax Return | 45/mo | 45/mo | 45/mo |
| Business Tax Return | 75/mo | 75/mo | 75/mo |
| Other Business Tax Returns | 200 | 200 | 200 |
| Tax Planning/Projections | x | 400 | 400 |
| Training Remote | $100/hr | $100/hr | $100/hr |
Related products
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Post Season
From: $800.00 every 3 months and a $500.00 sign-up fee Select options -
Preseason
From: $250.00 / month and a $500.00 sign-up fee Select options
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