Advisory

$0.00

Gain the power of a complete accounting team and a strategic CFO without the expense of full-time hires. We solve your daily paperwork headaches—handling weekly bookkeeping, payroll, and vendor bills—while maintaining a running cash-flow forecast. No more guesswork or financial stress—just clear guidance to protect your cash, increase profits, and grow your company’s total value.

What’s Included:

  • Priority Weekly Close & Bookkeeping: Weekly account reconciliations across unlimited accounts and clearing registers.

  • Fractional CFO Leadership: Scheduled video strategy sessions, KPI tracking, and custom executive dashboards.

  • 13-Week Rolling Cash Flow Forecast: Proactive cash runway modeling and working capital management.

  • Full Payroll & 1099 Compliance: Turnkey payroll administration, direct deposits, W-9 tracking, and annual 1099 filings.

  • Complete Tax Management: Annual business tax returns, state tax filings, and year-round proactive tax strategy.

  • VIP Priority Support: Direct access to your dedicated CFO advisory team.

Gain the power of a complete accounting team and a strategic CFO without the expense of full-time hires. We solve your daily paperwork headaches—handling weekly bookkeeping, payroll, and vendor bills—while maintaining a running cash-flow forecast. No more guesswork or financial stress—just clear guidance to protect your cash, increase profits, and grow your company’s total value.

What’s Included:

  • Priority Weekly Close & Bookkeeping: Weekly account reconciliations across unlimited accounts and clearing registers.

  • Fractional CFO Leadership: Scheduled video strategy sessions, KPI tracking, and custom executive dashboards.

  • 13-Week Rolling Cash Flow Forecast: Proactive cash runway modeling and working capital management.

  • Full Payroll & 1099 Compliance: Turnkey payroll administration, direct deposits, W-9 tracking, and annual 1099 filings.

  • Complete Tax Management: Annual business tax returns, state tax filings, and year-round proactive tax strategy.

  • VIP Priority Support: Direct access to your dedicated CFO advisory team.