CFO advisory packages
The strategic guidance and financial oversight growing businesses need to make confident decisions, from a light quarterly check-in to a full CFO-level partnership.
Packages
Advisory Essentials
For businesses getting started with financial guidance
- Quarterly estimated tax guidance (safe-harbor method)
- Tax document checklist and organizer
- Coordination with SA Loupe Consulting on tax filings
- Entity and general financial question support
- Responses within 3 business days
Recommended
Collaborative CFO
Strategic partnership for growing businesses
- Everything in Advisory Essentials
- Cash flow statement and forecasting
- Budget vs. actual analysis
- Quarterly 60-minute strategy meeting
- Debt and loan tracking
- Quarterly tax planning
Full-Service CFO
Complete financial leadership, hands-off
- Everything in Collaborative CFO
- Monthly 90-minute strategy meeting
- Financing and lender relationship support
- Scenario planning and capital strategy
- Direct coordination with your bookkeeper
- Priority same-day support
Every advisory package assumes an active BooksBud bookkeeping plan or comparably current books, because advice is only as good as the numbers underneath it. All packages are month-to-month with no long-term contract.
Need tax returns filed? Income tax preparation, sales tax, and business formation are handled by our sister firm, SA Loupe Consulting.
Not sure which you need? Most businesses start with a bookkeeping plan and add advisory once the books are current. See how the two differ.
Find the right fit
A short consultation is the easiest way to see which plan matches your business. We'll look at where your books are today and what you need from them.