Pricing

We Can Inspire And Transform Your Business

Accounting
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Bench Marking
  • Budgeting
  • Compliance
  • Cost Accounting
  • Cost Centers
  • Inventory
  • Month End
  • Payroll
  • Profit & Loss
  • Financial Statements – Income Statement, Balance Sheet & Cashflow
Operational
  • Distribution
  • Ecommerce and integration
  • HR
  • Insurance
  • IT
  • Software Integration 
  • Legal
  • Marketing
  • Operational 
  • Risk Mitigation
  • Selling Channels
Finance
  • Banking Relationship
  • Cash Utilization
  • Cashflow
  • KPI’s
  • Non-Conventional fundings
  • Raising Funds
Strategic Planning
  • 1/3/5 Year Plan
  • Acquisition / Exit Plan
  • Budgeting – Fiscal
  • Budgeting – Capital Investments
  • Budgeting – Human Capital
  • Internal Controls
  • Strategic Growth Plan
A La Carte Items
  • Ad hoc Projects
  • Bookkeeping
  • Payroll Processing
  • QuickBooks Hosting
  • Feasibility Modeling
  • Scenario Modeling
  • Costing / Job Costing
  • Software Evaluation
  • Software Integration
  • Financial Packages (bank & financing)

Packages Summary

The fully loaded cost of hiring a full-time CFO is on average $289,000 per year, plus bonuses, and other incentive benefits. This cost can be significantly taxing for new and growing businesses not to mention family businesses. We, offer out the box thinking, with a few packages below. Should none of these meet your needs we will work with you to fulfill your outsourced accounting and CFO and needs. It will be a Win -Win for all! 

If you are a business owner or thinking of starting a small business, hiring the appropriate financial help can be one of the most important decisions you make. While there are numerous accounting levels - an accountant, controller or CFO is much more than someone who crunches numbers. They can offer you invaluable insights into your business, provide you with financial advice, and even help you make crucial decisions when it comes to growth and expansion. We will explain below our service offering in all three role’s of so you can understand why hiring one can be a smart investment for your business.

What exactly do accountants do?

Accountants perform month end closing, account analysis, review financial statements, documents, and other reports to ensure they are accurate.

What exactly do controllers do?

The controller oversees all employees involved in the accounting process, including accounts receivable, accounts payable, payroll, inventory and compliance. They take control of budgets, cashflow and variance reporting. In addition thereto, they prepare Management Reporting Packages as well as well as Strategic Projections

What exactly do CFO do?

The chief financial officer (CFO) is a senior executive responsible for managing the financial actions of a company. The CFO's duties include tracking cash flow and financial planning as well as analyzing the company's financial strengths and weaknesses and proposing corrective actions.

What exactly do CFO do?

The chief financial officer (CFO) is a senior executive responsible for managing the financial actions of a company. The CFO's duties include tracking cash flow and financial planning as well as analyzing the company's financial strengths and weaknesses and proposing corrective actions.

This service offering is in person with one dedicated day weekly at your location.

Valuation ~ is a quantitative process of determining the fair value of an asset, investment, or firm. In general, a company can be valued on its own on an absolute basis, or else on a relative basis compared to other similar companies or assets

  • We offer both Certified Business Valuations as well as Operational Valuations (CBV).
  • The majority of valuations do not require certification.
  • In certain instances where a CBV is required a quotation will be provided. Such instances include:
  • 409-A Compliance
  • Determination of Insurable Value
  • Divorce Proceedings Certain Estate and Gift Tax Situations
  • Partner / Shareholder Disputes
  • Transaction Planning

Get Started on a Valuation

What does an Outsourced or Virtual CFO cost?

Accountant Hindsight

<10 Employees

$ 1,500 /month
  • Month End Close
  • Financial Statements (Income Statement, Balance Sheet, Cash Flow)
  • One Online Meeting
  • Bank Relationships

Controller Insight

10 – 50 Employees

$ 2,100 /month

Accountant Hindsight Services PLUS:

  • Online Support
  • Company Wide KPIs
  • Annual Operating Plan (Budget)
  • Monthly Rolling Forecast
  • Variance Analysis
  • Workforce Planning
  • Management Reporting
  • 3-year Strategic Projections

CFO Forsight

10 – 50 Employees

$ 3,990 /month

Controller Insight Services PLUS:

  • Online Support
  • In-person Support (2x/mo)
  • 12-weeks cashflow
  • Long-range Forecast (3 years)
  • Department Planning
  • Non-financial Reporting
  • Customized Reporting
  • Board Meeting Package
  • Quarterly CFO Meetings
  • 5 Year Strategic Projections

CFO Live

10 – 50 Employees

$ 7,500 /month

CFO Forsight Services PLUS:

One day per week – dedicated onsite attendance.

Adhoc Projects

$ 250 hour

Payment Terms:

The price scales detailed above is solely based on average revenue and employee count. Your company’s needs may be different. Final pricing considers these factors and a la carte services added on by the client.

  • MONTHLY SERVICE – (No Commitment) Month to Month due by the 7th of each month
  • QUARTERLY SERVICE – (No Commitment) Quarterly Payments due by the 7th of the Month each quarter – a 2.5 % discount will be applied.
  • Bi-ANNUAL SERVICE – (No Commitment) Bi-Annual  Payments due by the 7th of every 6 months – a 5 % discount will be applied.
  • ANNUAL SERVICE – (No Commitment) Annual  Payments due by the 7th of every years anniversary – a 7.5 % discount will be applied

No partial refunds will be provided. Payments by credit card will incur a convenience charge. 

What does a Valuation cost?

Operation Valuation

$ 1,800 for <2MM Gross Sales
$ 2,450 for >2MM Gross Sales

Certified Business

Quotes are provided dependent on custom requirements.

Valuation FAQs

When do you need a valuation?

 Such circumstances may include any of the following instances

  • Creating Buy / Sell Agreements
  • Retirement Planning
  • Succession Planning
  • Exit Planning
  • Exploring / Evaluating Funding Opportunities
  • Risk Mitigation  – ensuring adequate insurance protection
  • Strategizing and preparing for taxable evens (example Gifting)
  • Buying a business. 

When do you need a Business Certified Valuation?

Such circumstances may include any of the following instances

  • 409-A Compliance
  • Determination of Insurable Value
  • Divorce Proceedings Certain Estate and Gift Tax Situations
  • Partner / Shareholder Disputes 
  • Transaction Planning

What is the cost of a Business Valuation?

This is dependent on numerous factors. Such include:

  • Scope of work
  • Complexity
  • Lead Time

Typically such valuations cost in the region of $1,800  – $5,000K.

What is the timeline of a Business Valuation?

Business Valuation: This will be completed in 7 working days, on receipt of all requested information submitted.

Business Certified Valuation: This will be totally dependent on the scope of work. Realistically, one will encounter longer lead times upwards of two months. We will set realistic expectations during the evaluation phase. 

Learn More

Payment Terms:

The price scales detailed above is solely based on average revenue and employee count. Your company’s needs may be different. Final pricing will consider these when determining the final pricing. 

No partial refunds will be provided. Payments by credit card will incur a convenience charge.