Executive Finance Package
Tier Type: CFO-Level Support / Full Financial Management. Executive-level operations without building an in-house team
Best For: Established businesses, multi-location companies, high transaction volume, or owners wanting hands-off finances
Add-On Services may be subject to additional costs.
Full-Service Bookkeeping Management
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Daily or Real-Time Transaction Monitoring
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Full AP / AR Management
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Invoicing
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Payment Tracking
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Follow-ups optional
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Inventory Tracking Support (if system integrated)
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Class / Location Tracking Set-Up & Monitoring
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Loan & Liability Tracking Schedules
Compliance & Risk Management
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W-2 & 1099 Vendor Tracking
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Internal Controls Review
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Audit Preparation Support
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Multi-Entity or Multi-State Bookkeeping Support
Full-Scale Development
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Fully custom design mock-ups
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Advanced user experience planning
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Conversion-focused layout strategy
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Landing page design
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Lead funnel structure
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Unlimited revisions (within scope)
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Brand consistency review
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Custom-coded features (if needed)
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E-commerce build-out
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Membership portals
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Automation workflows
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Advanced security configuration
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Performance testing & debugging
Advanced Financial Strategy & Reporting
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Custom Financial Dashboards
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Cash Flow Forecasting (3-6 Months Forward)
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Break-even Analysis
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Job Costing or Project Profitability Tracking
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Department or Revenue Stream Performance Tracking
Executive-Level Suppor
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Monthly Strategy Meetings
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Direct Tax Preparer Collaboration
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Year-End Closing Coordination
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On-Demand Financial Consulting Guidance
Optional Add-On Services
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Historical Catch-Up Bookkeeping
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Payroll Processing Coordination
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Sales Tax Filing
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1099 Filing
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Bill Pay Services
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Invoice Creation & Customer Billing
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Receipt Management Systems Set-Up
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Software Set-up or Migration
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Financial Process Automation
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Social Media Management & Integrations