CFO Lifeline

Plus

Premium bookkeeping solutions crafted for elite professional firms & small businesses wanting expert financial guidance.

Monthly Investment

from

$2,475

Core

Advanced bookkeeping solutions for established professional firms & small businesses seeking to optimise operations.

Monthly Investment

from

$1,475

Lite

Essential bookkeeping solutions designed for emerging professional firms & small businesses that need foundational support.

Monthly Investment

from

$675

Dedicated Finance Team of Three
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Know Your Numbers Financial Report
Financial Review & Health Check Calls
KPI Reporting & Alerts
Payroll Services
Bill Pay Services
Job Costing & Tracking
Invoicing & Cash Collection Services
Sales Tax Filing
SUPPORT
Bookkeeping Support
Response Time
Technology
Xero
Dext
Relay Pro
Gusto
Chaser
Avalara

Plus

Premium bookkeeping solutions crafted for elite professional firms wanting expert financial guidance.

Monthly Investment

from

$4,975

Core

Advanced bookkeeping solutions for established professional firms & small businesses seeking to optimise operations.

Monthly Investment

from

$2,975

Lite

Essential bookkeeping solutions designed for emerging professional firms & small businesses that need foundational support.

Monthly Investment

from

$1,975

Dedicated Finance Team of 3
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Financial Health Check Calls
Know Your Numbers Financial Report
KPI Reporting & Alerts
Budgeting & Forecasting
Budget vs Actual Reporting
Profitability Analysis by Project or Job
Profitability Analysis by Location and Service
Accounting SOP Documentation & Internal Control
SUPPORT
Bookkeeping Support
Response Time
Technology
Xero / QBO
Dext
Relay Pro

CFO Peak

Premium CFO services aimed at growing or mature businesses wanting end-to-end CFO support for strategic insights, data driven decisions and operational efficiency

Monthly Investment

from

$7,495

CFO Edge

Tailored for growing businesses in need of a deeper forward looking dive into financial strategies, analytics, and growth planning

Monthly Investment

from

$4,495

CFO Core

For startups and SMEs looking for foundational CFO inisghts to shape their financial path

Monthly Investment

from

$2,495

Setup fee
Technology Needs Assessment & Software Recommendations
Dedicated Finance Team of Four
10-Step Business Profit Improvement Strategy
KPI Reporting & Alerts
Know Your Numbers Financial Report
Financial Health Check & Business Strategy Calls
Budgeting & Forecasting
Budget vs Actual Reporting
Software Implementation, Data Migration & Training
Job / Project Profitability Analysis
Customer / Location / Service Profitability Analysis
Proactive Cash Flow Monitoring
Bank Relationships
Dedicated Ongoing Technology Support
Bookkeeping
SUPPORT
Response Time
CFO Support
Tech Support
Add-ons

Elite

The ultimate package for large businesses or high-net-worth individuals, providing advanced tax planning and management, and personalized strategies

Monthly Investment

from

$6,000

Pro

Aimed at small to medium-sized businesses or those with more complex tax needs, including comprehensive tax preparation, strategic planning, and audit support

Monthly Investment

from

$3,600

Basic

Perfect for individuals and sole proprietors, offering straightforward tax preparation and e-filing for a hassle-free tax season

Monthly Investment

from

$2,400

Client Portal
Business Tax Return
Individual Tax Retrun
Federal & State Tax Return
Audit Support
Tax Planning Calls
1099 Filings
Annual Support
Response Time
Payment Method
Sales Tax Filings
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