CFO Support Package

$2,000.00 every month for 1 year

Bookkeeping Services (Monique):

 Full monthly financial assessments and reconciliations of all accounts (e.g., bank, credit, and A/R).

Advisory Services (JoAnne):

 Monthly 1-hour financial performance reviews and business strategy meetings.

 Customized monthly action plans for cash flow, budgeting, and scalability.

Tax Services (Clarice):

 Monthly tax compliance monitoring and preparation for estimated tax payments.

 Proactive tax strategy sessions to minimize liabilities.

 Priority access to email/text communication for timely tax-related inquiries.

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Bookkeeping Services (Monique):

 Full monthly financial assessments and reconciliations of all accounts (e.g., bank, credit, and A/R).

Advisory Services (JoAnne):

 Monthly 1-hour financial performance reviews and business strategy meetings.

 Customized monthly action plans for cash flow, budgeting, and scalability.

Tax Services (Clarice):

 Monthly tax compliance monitoring and preparation for estimated tax payments.

 Proactive tax strategy sessions to minimize liabilities.

 Priority access to email/text communication for timely tax-related inquiries.

Bookkeeping Services (Monique):

 Full monthly financial assessments and reconciliations of all accounts (e.g., bank, credit, and A/R).

Advisory Services (JoAnne):

 Monthly 1-hour financial performance reviews and business strategy meetings.

 Customized monthly action plans for cash flow, budgeting, and scalability.

Tax Services (Clarice):

 Monthly tax compliance monitoring and preparation for estimated tax payments.

 Proactive tax strategy sessions to minimize liabilities.

 Priority access to email/text communication for timely tax-related inquiries.