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Service Offerings
STARTER CFO
INTERMEDIATE CFO
PREMIUM CFO
MONTHLY BOOKKEEPING
ONE-HOUR FINANCIAL STRATEGY CALLS*
CASH FLOW MANAGEMENT
PROFITABILITY PRICING ANALYSIS
24 HOUR QUESTION RESPONSE TIME
DEBT REDUCTION STRATEGY
SOFTWARE SERVICES**
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*
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
Accounts Payable/Bill Pay******
not offered
not offered
unlimited
SERVICE pricing
STARTER CFO
- MONTHLY BOOKKEEPING
- ONE HOUR FINANCIAL STRATEGY CALLS*
- PROFITABILITY PRICING ANALYSIS
- 24 HOUR QUESTION RESPONSE TIME
- DEBT REDUCTION STRATEGY
- SOFTWARE SERVICES**
- 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
- MONTHLY BOOKKEEPING
- ONE HOUR FINANCIAL STRATEGY CALLS*
- PROFITABILITY PRICING ANALYSIS
- 24 HOUR QUESTION RESPONSE TIME
- DEBT REDUCTION STRATEGY
- SOFTWARE SERVICES**
- 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
- MONTHLY BOOKKEEPING
- ONE HOUR FINANCIAL STRATEGY CALLS*
- PROFITABILITY PRICING ANALYSIS
- 24 HOUR QUESTION RESPONSE TIME
- DEBT REDUCTION STRATEGY
- SOFTWARE SERVICES**
- 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
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