Starting a Business New Business, Startup Finance

 Pricing: $8,000 / Monthly

Core Services:

• Full-Cycle Accounting: Inclusive of AP, AR, and General Ledger Maintenance
• Financial Statement Preparation: Income Statement, Balance Sheet, and Cash Flow Statement
• Tax Preparation & Filing: Quarterly and Annual Tax Filings, plus Audit Support

Enhanced Financial Reporting:

• Flash Reporting: Immediate, concise, yet comprehensive reports within 48 hours of period close
• Advanced Analytics: Custom KPI tracking, trend analysis, and predictive insights
• Cash Flow Forecasting & Budgeting: Forward-looking financial plans with 'what-if' scenario analysis

Concierge CFO Services:

• Monthly Financial Review Meeting: Direct one-on-one consultations with a dedicated CFO
• Strategic Business Advisory: Tailored advice on M&A, funding rounds, and market entry strategies
• Real-Time Decision Support: Immediate access to financial expertise for strategic decision-making
• Specialized Industry Benchmarking: Understand your standing in your industry and identify areas for improvement

Modeling and Simulation:

• Financial Modeling: Custom-built financial models for valuations, business cases, and more
• Sensitivity Analysis: Assess the financial impact of various business decisions under different scenarios

ROI-Centric Services:

• Cost-Benefit Analysis: For your major projects and investments
• Vendor Contract Optimization: Expert analysis and negotiation tactics to better your terms and pricing

Exclusive Add-ons:

• Premium Tech Support: Priority support with a maximum 2-hour response time
• Crisis Management Support: Financial strategies and immediate action plans for crisis situations
• Bi-Annual On-Site Strategy Workshop: Face-to-face deep dive into your business' financial strategy (Travel expenses billed separately)