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Books & Counts

CFO Advisory

A finance function without a finance hire. Custom KPI reporting, profitability by product or client, cash flow modelling and the short-term management that decides whether a good quarter turns into a good year.

From
$899 / month
Turnaround
Monthly reporting pack plus a standing review call
Ask about this one nowSee pricing

Who this is for

You are in the right place if any of these describe you.

  • Founders making hiring and pricing decisions on instinct
  • Companies preparing for a raise or a lending conversation
  • Businesses with healthy revenue and unclear margins

What you get

  • Everything in the monthly accounting service
  • Custom financial KPI metrics
  • Profitability analysis by product, client or channel
  • Cash flow analysis and runway modelling
  • Benchmark reporting
  • Accounts receivable ageing and collections view
  • Short-term cash flow management
  • A custom client portal

How it runs

What actually happens, in order.

  1. 01

    Define what matters

    We agree the five or six numbers that actually drive your business, so the pack answers real questions instead of listing everything measurable.

  2. 02

    Build the model

    A forecast tied to your real books, not a spreadsheet that diverges from reality by month two.

  3. 03

    Review monthly

    A standing call where we go through what moved, what it means, and what to do about it.

Pricing

Plans under Accounting & Controller.

Controller work is the Pro plan below. Anything past it, from stock administration to fundraising support, sits in Enterprise and is quoted on the shape of the business.

All five categories

Basic

Monthly/quarterly accounting

Starts from$219

per month

  • Weekly/Monthly Bookkeeping
  • Monthly Reconciliation of Books
  • Recording of Bank and Credit Card Transactions
  • Accrual based financial statements
  • Cash Flow Statement
  • Monthly customised email update

Pro

Accounting & controller services

Starts from$899

per month

  • All of the above plus
  • Custom financial KPI Metrics
  • Profitability Analysis
  • Cash Flow Analysis
  • Benchmark Reporting
  • Accounts Receivable Ageing
  • Short Term Cash Flow Management
  • Custom Client Portal

Enterprise

Plan tailored for your needs

Tailored Pricing

as per requirements

  • Everything in Basic or Pro
  • Federal and State tax Filings
  • Quarterly Tax Payments
  • Stock Administration
  • R&D Tax Credit Advisory
  • Sales Tax Management
  • Fundraising Support

Questions

What people ask about CFO Advisory.

Ask yours

Bookkeeping tells you what happened. This is about what to do next: whether to hire, what to price at, how long the cash lasts, and which customers are actually profitable.

Yes. A named advisor who knows your business, and who you can reach on WhatsApp rather than through a ticket queue.

Also relevant

Services people usually pair with this one.

  • Accounting & Bookkeeping

    Monthly books, reconciliations and accrual financial statements you can act on.

    $219 / month

  • Sales Tax & Payroll

    Multi-state nexus, sales tax registration and filing, and full payroll processing.

    Quoted on states and headcount

  • R&D Tax Credits

    Turn product and software development spend into a federal credit.

    Quoted on qualifying spend

Ready when you are.

Within 1 business day by email, faster on WhatsApp. All 50 U.S. states & worldwide.

Contact us