Includes:

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• Ensuring YTD Financials are recorded accurately

• Reconciling all bank & credit card transactions from beginning of fiscal year

• Compiling YTD financials (P&L Reports & Balance Sheet)

Core Includes:

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• Everything in Essentials

• Budget Setup & Monthly Monitoring

• Monthly Reconciliations & Financial Statements

• Meeting Each Month with Client

• Budget vs. Actual Report – Variance Analysis & Insights

• Annual Budgeting & Forecasting

Essentials Includes:

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• Close Books for Prior Month

• Cash Basis P&L and Balance Sheet

• Year-End Package for Tax Preparer

• Support Through Email

Fractional CFO Includes:

 

• Everything in Core

• Industry-specific KPI Dashboard (Key Performance Indicators)

• Cash & Runway Optimization

• Investor & Board Reporting Support

• Basic Fundraising and M&A Support

• Ad-hoc Strategic Support

• Semi-monthly Virtual Meeting with CFO

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