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Retail Accounting & Fractional CFO Services
STARTER CFO
INTERMEDIATE CFO
PREMIUM CFO
BOOKKEEPING
ONE-HOUR FINANCIAL STRATEGY CALLS*
CASH FLOW MANAGEMENT
PROFITABILITY PRICING ANALYSIS
24 HOUR QUESTION RESPONSE TIME
DEBT REDUCTION STRATEGY
SOFTWARE SERVICES**
INVENTORY MANAGEMENT
PROFIT FIRST IMPLEMENTATION
ANNUAL IRS COMPLIANCE CHECK
PERSONAL NET WORTH MONITORING
EXPENSE CONTROL/EXPENSE REDUCTION PLAN
STRATEGIC SNAPSHOT
DEDICATED FINANCIAL EXPERT***
MILLION DOLLAR SALES ROADMAP
KEY PERFORMANCE INDICATORS/PERFORMANCE TRACKING****
PAYROLL PROCESSING*****
SALES TAX REGISTRATION
SALES TAX PREPARATION******
PERSONAL TAX PREPARATION
BUSINESS TAX PREPARATION
TAX PLANNING
BUDGET TO ACTUAL ANALYSIS
FORECASTING
INVENTORY BUYING
Marketing Spend Analysis
CASH FLOW FORECASTING
LOAN DOCUMENT ASSISTANCE
BANKING & CAPITAL READINESS
FINANCE DEPT POLICIES
TEAM MEMBER CAPACITY PLANNING
PROFIT FIRST TRANSFERS
ACCOUNTS PAYABLE/BILL PAY*******
CAPITAL RAISE AUDIT ASSISTANCE
BUSINESS PROCESS IMPROVEMENT
BENCHMARKING
COMPANY VALUATION
M&A WORK PLAN
EXIT PLAN
Investor Model/Pitch Deck
BUSINESS CREDIT
EXTRA PROJECTS
One-Hour Financial Strategy Calls*
monthly calls
biweekly calls
weekly calls
Software Services**
EFS will pay for accounting and receipt management software
Dedicated Financial Expert***
Financial Accountant
Senior Financial Analyst
Chief Financial Officer
Key Performance Indicators/Performance Tracking****
up to 1 KPI tracked
up to 5 KPIs tracked
unlimited KPIs
Payroll Processing*****
Biweekly payroll for up to 1 employee
Biweekly payroll for up to 5 employees
Biweekly payroll for unlimited employees
Sales Tax Preparation******
1 STATE
5 STATE
UNLIMITED STATES
Accounts Payable/Bill Pay*******
not offered
not offered
unlimited
Retail pricing
STARTER CFO
- BOOKKEEPING
- ONE HOUR FINANCIAL STRATEGY CALLS*
- PROFITABILITY PRICING ANALYSIS
- 24 HOUR QUESTION RESPONSE TIME
- DEBT REDUCTION STRATEGY
- SOFTWARE SERVICES**
- INVENTORY MANAGEMENT
- PROFIT FIRST IMPLEMENTATION
- ANNUAL IRS COMPLIANCE CHECK
- PERSONAL NET WORTH MONITORING
- EXPENSE CONTROL/EXPENSE REDUCTION PLAN
- STRATEGIC SNAPSHOT
- DEDICATED FINANCIAL EXPERT***
- REVENUE ROADMAP
- KEY PERFORMANCE INDICATORS/PERFORMANCE TRACKING****
- PAYROLL PROCESSING*****
- PERSONAL TAX PREPARATION
- BUSINESS TAX PREPARATION
- TAX PLANNING
- One-Hour Financial Strategy Calls* - monthly calls
- Software Services** - EFS will pay for accounting and receipt management software
- Dedicated Financial Expert*** - Financial Accountant
- Key Performance Indicators/Performance Tracking**** - up to 1 KPI tracked
- Payroll Processing***** - Biweekly payroll for up to 1 employee
- Accounts Payable/Bill Pay****** - not offered
INTERMEDIATE CFO
- BOOKKEEPING
- ONE HOUR FINANCIAL STRATEGY CALLS*
- PROFITABILITY PRICING ANALYSIS
- 24 HOUR QUESTION RESPONSE TIME
- DEBT REDUCTION STRATEGY
- SOFTWARE SERVICES**
- INVENTORY MANAGEMENT
- PROFIT FIRST IMPLEMENTATION
- ANNUAL IRS COMPLIANCE CHECK
- PERSONAL NET WORTH MONITORING
- EXPENSE CONTROL/EXPENSE REDUCTION PLAN
- STRATEGIC SNAPSHOT
- DEDICATED FINANCIAL EXPERT***
- REVENUE ROADMAP
- KEY PERFORMANCE INDICATORS/PERFORMANCE TRACKING****
- PAYROLL PROCESSING*****
- PERSONAL TAX PREPARATION
- BUSINESS TAX PREPARATION
- TAX PLANNING
- BUDGET TO ACTUAL ANALYSIS
- FORECASTING
- MARKETING SPEND ANALYSIS
- CASH FLOW FORECASTING
- LOAN DOCUMENT ASSISTANCE
- BANKING & CAPITAL READINESS
- FINANCE DEPT POLICIES
- One-Hour Financial Strategy Calls* - biweekly calls
- Software Services** - EFS will pay for accounting and receipt management software
- Dedicated Financial Expert*** - Senior Financial Analyst
- Key Performance Indicators/Performance Tracking**** - up to 5 KPIs tracked
- Payroll Processing***** - Biweekly payroll for up to 5 employee
- Accounts Payable/Bill Pay****** - not offered
PREMIUM CFO
- BOOKKEEPING
- ONE HOUR FINANCIAL STRATEGY CALLS*
- PROFITABILITY PRICING ANALYSIS
- 24 HOUR QUESTION RESPONSE TIME
- DEBT REDUCTION STRATEGY
- SOFTWARE SERVICES**
- INVENTORY MANAGEMENT
- PROFIT FIRST IMPLEMENTATION
- ANNUAL IRS COMPLIANCE CHECK
- PERSONAL NET WORTH MONITORING
- EXPENSE CONTROL/EXPENSE REDUCTION PLAN
- STRATEGIC SNAPSHOT
- DEDICATED FINANCIAL EXPERT***
- REVENUE ROADMAP
- KEY PERFORMANCE INDICATORS/PERFORMANCE TRACKING****
- PAYROLL PROCESSING*****
- PERSONAL TAX PREPARATION
- BUSINESS TAX PREPARATION
- TAX PLANNING
- BUDGET TO ACTUAL ANALYSIS
- FORECASTING
- MARKETING SPEND ANALYSIS
- CASH FLOW FORECASTING
- LOAN DOCUMENT ASSISTANCE
- BANKING & CAPITAL READINESS
- FINANCE DEPT POLICIES
- TEAM MEMBER CAPACITY PLANNING
- PROFIT FIRST TRANSFERS
- ACCOUNTS PAYABLE/BILL PAY******
- CAPITAL RAISE AUDIT ASSISTANCE
- BUSINESS PROCESS IMPROVEMENT
- COMPETITOR BENCHMARKING
- COMPANY VALUATION
- MERGER/ACQUISITION WORK PLAN
- EXIT STRATEGY PLAN
- INVESTOR MODEL/PITCH DECK
- BUSINESS CREDIT
- EXTRA PROJECTS
- One-Hour Financial Strategy Calls* - weekly calls
- Software Services** - EFS will pay for accounting and receipt management software
- Dedicated Financial Expert*** - Chief Financial Officer
- Key Performance Indicators/Performance Tracking**** - unlimited KPIs
- Payroll Processing***** - Biweekly payroll for unlimited employees
- Accounts Payable/Bill Pay****** - unlimited
Frequently asked questions
Do you work with retail businesses?
Yes. We provide bookkeeping, tax, payroll, and fractional CFO support for retail and product-based businesses.
Can you help with sales tax?
We help you understand where you may have sales tax obligations and keep your books organized for filing.
Can you help me understand my margins?
Yes. We provide monthly financial reports and CFO guidance so you can see product and store profitability and make pricing decisions.
Is your service virtual?
Yes. We serve clients across the U.S. via Zoom and cloud accounting tools.
How do I get started?
Complete our client intake form or contact us to book a discovery call.
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