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CFO Services

Are you tired of dealing with your business money?

Do you want to focus more time on expanding your business?

Do you want to start saving for taxes and paying yourself on a schedule? 

Who are you?

  • A Sole Proprietor

  • A Single-Member LLC

  • Not a registered business 

The CFO Package

  • Shared google drive to store all of your receipts and bank statements

  • Semi-Monthly Bookkeeping

  • Account receivable (creating and sending invoices)

  • Accounts Payable (pay vendor bills)

  • Receipt archiving and matching to audit-proof your business

  • Assistance with quarterly tax payments 

  • Access to us via text or email for questions on the go

  • Personalized business spreadsheet to track... 

    • Total Revenue

    • All business expenses

    • CEO payments

    • Tax savings

    • Emergency fund

  • Monthly revenue projections

  • Collaborate with your accountant during tax time

SPECIAL BONUS: If you apply by 4/21 we will catch your books up from January 2023 for free (value $600)

Apply by 4/21 we will catch your books up from
January 2023 for FREE (value $600)

BONUS

$550/ month

*If you need your bookkeeping to be caught up,
additional months are billed at $150/month*

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CFO Contracts are for 12 months

CFO in your pocket to take care of the business finances,
so you don't have to.

AS SEEN ON

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