1 

Advisory Package

Best for:
Small businesses needing quarterly guidance, financial reviews, and budget planning.

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Includes:

• Monthly or quarterly financial reviews

• Budget vs. actual comparisons

• Cash flow overview and analysis

• Tax and strategy planning

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Starting at $600/month

2

Fractional CFO Package

Best for:
Companies that want monthly forecasting and detailed KPI dashboards.

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Includes everything in the Advisory Package, PLUS:

• Monthly budgeting and forecasting

• KPI dashboards

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Starting at $1,000/month

3

Your CFO Package

Best for:
Businesses with multiple entities, exit strategies, or board reporting needs.

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Includes everything in the Fractional CFO Package, PLUS:

• Multi-entity consolidation

• Exit plan strategy development

• Investor and stakeholder quarterly reporting packages

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Starting at $1,800/month