Regular Season

From: $850.00 / month and a $500.00 sign-up fee


Add tax preparation and pay monthly.

SKU: N/A Category:


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