CFO Services

Why your business needs CFO support

As your business grows, ad-hoc bookkeeping won’t cut it. A fractional CFO brings forecasting, capital strategy and board-level reporting — without the full-time salary. We turn your numbers into clear decisions.

Who this is for

Established small businesses

($500k–$5M revenue) across multiple states nationwide

Growing nonprofits

Needing board-level reporting & grant accountability

Minority/women-owned startups

Scaling operations with confidence

Professional Services Firms

Coaches, consultants, medical offices, and agencies

Core CFO Services

You can take services a la carte or choose a monthly package. 

Financial Oversight & Strategy

Budgeting, forecasting, KPIs & strategic planning

  • Budgeting & forecasting
  • Cash flow management & projections
  • Financial statement analysis
  • KPIs and performance dashboard reporting
  • Strategic growth planning

Profitability & Cost Analysis

Margin & break-even analysis, pricing advice

  • Break-even analysis
  • Margin analysis by product/service
  • Pricing strategy review
  • Cost control recommendations

Capital & Funding Guidance

Loan & investor prep, grant tracking

  • Loan application support
  • Investor pitch preparation
  • Grant funding tracking for nonprofits
  • Debt vs equity strategy advice

Internal Controls & Process Improvement

SOPs, audit readiness, expense controls

  • Audit preparation and financial policies
  • SOP creation for finance and accounting workflows
  • Internal control risk assessments
  • Expense management systems setup

Advisory & Leadership

Board reports, executive support, strategic meetings

  • Monthly or quarterly executive meetings
  • Board meeting prep and reporting
  • Strategic decision support for leadership teams
  • Business model analysis

Software Integration & Automation

QuickBooks/Xero setup & reporting automation

  • QuickBooks/Xero optimization
  • Financial software & reporting tool recommendations
  • Integration of payroll, AP/AR, and CRM systems

Advisory & Bookkeeping Service Packages

Packages & Pricing

Flexible monthly packages for different growth stages — choose a standard plan or request a custom proposal.

Essential Package Peace of Mind

Best for: Startups & small businesses needing reliable books
$500–$750 Monthly (depending on transaction volume)
  • ✓ Monthly bookkeeping (bank/credit card reconciliations, AP/AR tracking)
  • ✓ Chart of accounts cleanup & maintenance
  • ✓ Monthly financial statements (Balance Sheet, P&L, Cash Flow)
  • ✓ Secure cloud-based document storage
Call us today
Email: theredadmirablefirm@gmail.com

Growth Package Financial Clarity

Best for: Businesses ready to use numbers to make better decisions
$1,000–$1,500 Monthly
  • ✓ Everything in Essential Package, plus:
  • ✓ Budgeting & forecasting
  • ✓ KPI tracking & dashboard setup
  • ✓ Quarterly advisory meeting to review financials & growth opportunities
  • ✓ Email support for accounting questions
Call us today
Email: theredadmirablefirm@gmail.com

Executive Package Your Outsourced CFO

Best for: Companies that want CFO-level expertise without the full-time salary
$2,500–$5,000 Monthly
  • ✓ Everything in Growth Package, plus:
  • ✓ Strategic cash flow management
  • ✓ Internal controls design & risk review
  • ✓ Audit & tax prep support (liaison with CPAs & auditors)
  • ✓ Bi-weekly advisory calls with leadership team
  • ✓ Customized financial models (scenario planning, expansions, funding needs)
Call us today
Email: theredadmirablefirm@gmail.com
Popular

Add-On Services
  • Nonprofit Grant & Fund Accounting – $750/project or retainer
  • QuickBooks Online Setup & Training – $500 flat setup + $100/hour training
  • Audit Readiness Package – $2,000+ (depending on scope)
  • One-Time Financial Health Check – $1,200 (includes 2-hour strategy session + action plan)

Not Sure If You Need a CFO?

Download our free checklist: “5 Signs You Need a CFO (Before You Think You Do)

Client Success Stories

coming soon

Testimonials
John Doe
★★★★★
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John Doe
★★★★★
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John Doe
★★★★★
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John Doe
★★★★★
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