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Pricing & Services

How much does it cost to hire a New York Times recognized firm?

Pricing is more reasonable than you would think, see the packages below to see our average pricing ranges. Each client recieves a custom quote for services.

Bookkepping+ Monthly CFO Services

  • Bookkeping+ Monthly Reporting Package - $1,000/month value

  • Fractional CFO Services - $1,500/month value

Bookkeeping+ Weekly CFO Services

  • Bookkeping+ Weekly Reporting Package - $1,500/month value

  • Fractional CFO Services - $2,500/month value

Basic Bookkeeping w/ Monthly Reporting

  • Monthly coding of transactions

  • Monthly reconciliations of bank accounts

  • Monthly payroll entries

  • Monthly financial statements (P&Ls & Balance Sheet)

  • Annual W-9 contractor audits

  • Support annual tax return process

Bookkepping+ Monthly Review

  • Basic Bookkeeping Package PLUS 

  • Monthly financial review meeting with a financial specialist.

  • Custom KPI (Key Performance Indicator) reporting package provided monthly 

Bookkeeping+ Weekly Reporting

  • Bookkeeping+ Monthly Reporting Package PLUS

  • Weekly management reporting on the weekly financial metrics

  • Weekly coding of new transactions

  • Weekly payroll journal entry accounting support and monthly reconciliation

Pre-Launch Financial Strategy Session

  • 90 minute review call with our financial experts

  • Pre-launch profitability assessment 

  • Pricing strategy review

  • Fixed, Variable cost analysis

  • Business model recommendations

CFO STRATEGY CALL

  • Two hour 1on1 call with a finance specialist to answer specific questions about your business

  • Customized business case model for your business strategy.

Basic Budget & Forecast Creation

  • Creation of pro-forma Balance Sheet, P&L

  • Alignment of budgeting template and your actual accounting chart of accounts 

  • Creation of budget vs actual template

Accounting System

Clean Up/Setup

  • Assessment of key accounting processes (revenue, expense  & cash management).

  • Reconciliation of opening balances

  • Review and update chart of accounts 

  • Streamline accounting and reporting processes

Custom Financial Modeling & Tool Creation

  • Customized multi-driver forecast model that includes an Income Statement, Balance Sheet, and Profit and Loss

  • Employee compensation & ROI planning tools 

  • Creation of a custom cashflow forecast model

Monthly Fractional CFO Services

  • Monthly practice area profitability analysis

  • Employee compensation and employee ROI analysis

  • Monthly marketing spend ROI financial analysis

  • Financial forecast creation and quarterly updates

  • Monthly Associate and Paralegal productivity reporting

  • Case value analytics to identify (average case values, average case length)

 Weekly Fractional CFO Services

  • Monthly practice area profitability analysis

  • Employee compensation and employee ROI analysis

  • Monthly marketing spend ROI financial analysis

  • Financial forecast creation and quarterly updates

  • Monthly Associate and Paralegal productivity reporting

  • Case value analytics to identify (average case values, average case length)

Ad Hoc Fractional CFO Project

  • Creation of  investor pitch decks

  • Financing due diligence support

  • Buy-side due diligence reviews for mergers and acquisitions

  • Sell-side due diligence support for mergers and acquisitions

  • Financial reviews and modeling for pricing strategies

  • Creation of custom financial models to include a P&L, balance sheet & cash flow statement

  • Custom automated financial Dashboard Reporting

Free Resources

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