Finance Therapy GroupIf you are looking to completely get rid of the day to day upkeep of your finances then the Fractional CFO: Monthly Package is best for yoThis package allows for us to take over your accounting needs in its fullest capacity and even offers expertise on how you can save on the daily operations and taxes for your business.
We are at the front line of our fractional CFO clients accounting needs and we ensure that you receive 1 meeting every month where we review your monthly snapshot. You'll receive complimentary bookkeeping and a true partnership in maintaining the accounting operations of your growing business.
This package is recommended for companies grossing 500,000 and up.
Secured client portal access
Monthly Quickbooks Reconciliation
1 Monthly Meeting: Business Snapshot & Forecasting
Monthly PNL Statement
Proactive personal & corporate tax planning every quarter