Our Services

Choose the service depth that fits today: Core / Enhanced / Full Service / Advanced, then let us tailor it to your transaction volume. Engagements start at $500 per month; a quick data-file review gives you the exact quote.

Core*

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations
  • Semi-Annual Financial Reports
  • 3rd Party Payroll Entry
  • 1099 Processing
  • Journal Entries

Enhanced*

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations
  • Quarterly Financial Reports
  • Payroll and Reports
  • 1099 Processing
  • Quarterly Sales Tax
  • Personal Property Declaration
  • Journal Entries
  • Periodic site visits

Full Service*^

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations
  • Quarterly Financial Reports
  • Payroll and Reports
  • 1099 Processing
  • Quarterly Sales Tax
  • Personal Property Declaration
  • Journal Entries
  • Periodic site visits

Pick Two:

  • Job/Division Costing
  • Formal Financial Close
  • Certified Payroll
  • Inventory

    Advanced*^

    • Accounts Payable
    • Accounts Receivable
    • Bank Reconciliations
    • Quarterly Financial Reports
    • Payroll and Reports
    • 1099 Processing
    • Quarterly Sales Tax
    • Personal Property Declaration
    • Journal Entries
    • Periodic site visits

    Pick Two:

    • Job/Division Costing
    • Formal Financial Close
    • Certified Payroll
    • Inventory

    CFO Advisory Services

    • Quarterly Owner Meeting
    • Financial Statement Review
    • KPI Review
    • Budgeting and Planning
    • Cash Flow Forecasts

      *CFO / Controller Advisory Services available at all levels

      • Annual company insurance and workers compensation preparation and audits
      • Budgeting Assistance, Tracking and Reporting
      • KPIs, forecasting, cash flow management

      ^ CF&O Advanced allows for two special bundle add-ons based on specialized need.

      Additional bundled services can be added for additional fees.

      ALL LEVELS OF CF&O SERVICES ARE PRICE DEPENDENT BASED ON NUMBER OF TRANSACTIONS VOLUME AND DETERMINED COMPLEXITY. A DATA FILE REVIEW OR IN-DEPTH CONSULTATION IS REQUIRED TO PROVIDE THE MOST ACCURATE PRICING.

      How Our Pricing Works

      Step 1) Discovery Call: Outline goals & pain points.

      Step 2) Data-File Review: We analyze transactions to gauge volume and complexity.

      Step 3) Custom Quote: Minimum engagement $500/mo, final fee matched to your workflow.

      Step 4) 90-Day Integration: Books cleaned, dashboards live, first formal close delivered.

      We don’t use long-term contracts to lock you in forever. You stay only while the numbers add value.

      Ready to let our experts assist you?

      Our custom bookkeeping, advisory and controller service engagements start at just $500/month.
      Request Consultation