CFO Elite Package

Service Description

Includes everything in Performance Package, plus: Bookkeeping for unlimited accounts Bi-weekly payroll processing (unlimited employees) Custom 12-month cash flow forecast Full financial reporting suite: Profit & Loss Balance Sheet Cash Flow Statement KPI Dashboard (customized to their industry) Expansion & funding readiness: Assess readiness for loans, investors, or new locations Develop financing strategies (line of credit, SBA loan, business credit) Funding & loan package preparation Profitability optimization: Identify profit leaks, unnecessary expenses, and inefficiencies Review pricing, payroll, and vendor contracts Strategic growth planning: Build budgets to support expansion, hiring, or additional locations Owner pay & wealth planning strategies Bi-weekly CFO strategy sessions (90 min) Priority support (same-day responses, white-glove service) Comprehensive audit support ⚠️ Inventory-Based Businesses: Flat $350/month add-on applies for retail, e-commerce, or wholesale due to inventory tracking, COGS reporting, and margin analysis.