Service:
- Typical Client Size
- Service Description
- Onboarding
- Month-End Close
- Financial Statements
- Scheduled Meetings
- Company-Wide KPIs
- 12-Month Forecasting
- Incentive Plans
- Bank Relationships
- Resource Planning
- Individual Tax Return
- Business Tax Return
- Other Bus. Tax Returns
- Tax Planning/Projections
- Need Day-to-Day Help?
- Paying Bills
- Invoicing Clients
- Cash Flow Management
- Payroll & Contract Mgmt
- Employee Exp Tracking
Virtual CFO
- 20+ Employees
- Strategic
- 8 Weeks
- Included
- Analyze and Explain
- Up to 12x/Year
- Included
- Included
- Included
- Included
- Included
- Included
- Included
- Included
- Included
- Optional
- Optional
- Optional
- Optional
- Optional
- Optional
Controller
- 10-20 Employees
- Proactive
- 6 Weeks
- Included
- Included
- Up to 4x/Year
- Included
- Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Optional
- Optional
- Optional
- Optional
- Optional
- Optional
Transactional
- Under 10 Employees
- Reactive
- 4 Weeks
- Included
- Included
- Up to 2x/Year
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
- Not Included
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