::: Premium Package :::

“I am ready to take my business to the next level and want ongoing consultation and support.”


Simply stated, we become your company’s virtual CFO


What is included :

  • UNLIMITED consultation, business coaching and support.
  • UNLIMITED telephone support and consultation.
  • UNLIMITED review of business financial world.
  • Quarterly business review.
  • Quarterly brainstorming sessions.
  • Goal setting, priority setting. (And we hold you accountable!)
  • Business planning.
  • Business performance review
  • Billing and bill payment services
  • Summer and fall tax planning checkups.
  • Summer and Fall CFO Meeting to review the overall health of your business.
  • Monthly or quarterly accounting/bookkeeping services.
  • Payroll preparation services.
  • Summer and fall tax planning checkups- review the accounting and find issues.
  • Ongoing review of financial status to formulate year-end tax reduction plans.
  • Consultation on business development.
  • One 30 min phone consultation per month.
  • Website Client portal access.


What is not included :

  • Nothing. If you need additional CFO services, just ask!


Go back to Packages Page



Ready to sign up for our Premium Package? Call us at (323) 262-9292
or CLICK HERE to contact us.