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