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Our Services

Fractional CFO Services Tailored to Your Needs

 

Services Include:

- Tax Prep & Filing 

- Bookkeeping and Accounting

- Month-end Close and Financial Reporting

- Cash Forecasting and Budget Creation 

CFO Services for Your Financial Success

Tax Solutions

We offer expert tax preparation services, strategic planning, and maximized deductions, along with comprehensive financial reporting and fractional CFO support.

Simple

$100-$200

Single, No Deductions is a term often used in financial reporting, especially when discussing tax preparation services. For businesses seeking guidance, a fractional CFO can provide valuable insights to navigate these financial aspects effectively.

Moderate

$200-$400

Homeowners can benefit from understanding the various deductions available to them. Utilizing tax preparation services can help ensure that you maximize your financial reporting accuracy. Additionally, hiring a fractional CFO can provide expert guidance on how to best approach your deductions.

Complex

$400-$600

When considering investments and rentals, it's essential to utilize effective financial reporting. Engaging a fractional CFO can help streamline your financial processes, including tax preparation services, ensuring you make informed decisions.

Very Complex

$600

As a Business Owner operating across multiple states, it is essential to have reliable financial reporting and comprehensive tax preparation services. Engaging a fractional CFO can help streamline these processes and provide the financial insights needed for your business's success.


CFO Services

We deeply understand the needs of growing startups and small businesses. Our experienced accountants offer essential financial reporting, ensuring that companies have accurate insights into their finances. As your one-stop-shop for all things outsourced accounting, we also provide reliable tax preparation services and access to a fractional CFO to help guide your financial strategy.

Basic

$1,200

 Cleanup & Setup

P&L Management

Month-End Close

Monthly Financial Reporting

Controller Support

Standard

$2,500

Everything in Foundation EDG includes essential offerings such as budget creation and cash forecasting, along with custom financial models. We provide monthly financial model actualization and forecasting to ensure accurate financial reporting. Our financial health dashboard presents custom metrics around unit economics and KPIs, including CAC, RoAS, and obsolescence. Additionally, we offer the option for a fractional CFO to enhance your financial strategy, along with comprehensive tax preparation services.

Premium

$4,000

Everything in Growth EDG involves comprehensive financial reporting to ensure accuracy and efficiency in various areas. Our Operational Accounting services include Accounts Payable, AR / Client Invoicing, Audit Support, Cap Table Management, Payroll, and Technical & Cleanup Projects. We also offer expert tax preparation services, covering Federal & State Returns, 1099 Filings, DE Franchise Tax, K-1 Preparation, Tax Advisory, and more! Additionally, our Fractional CFO services provide invaluable support, including Ad Hoc CFO support, Fundraise Preparation, M&A Support, Board presentation support & participation, and much more!

Add a footnote if this applies to your business, especially if you offer financial reporting, tax preparation services, or you utilize a fractional CFO.

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