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Retail Offerings

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

get started today!

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