Ellis Proposal

 

Proposal Ellis CPA

Ellis CFO Services Price List

 

Startup Established Controller Virtual CFO
Typical Client Size Less than 10 Employees Less than 10 Employees 10-20 Employees 20+ Employees
Service Description Reactive Reactive Proactive Strategic
Onboarding 4 weeks 4 weeks 6 weeks 8 weeks
Month-End Close x x x x
Financial Statements x x x x
Email support Limited Unlimited Unlimited Unlimited
Virtual Meetings A La Carte 1 per month 2 per month 1 per week
Director’s Meetings 1 per year 2 per year
Setup your accounting system x x x x
Monthly bookkeeping x x x
Company-wide KPIs x x
12-Month Forecasting x x
Business Tax Return A La Carte A La Carte x x
Tax Planning and Projections A La Carte A La Carte x x
Customized Reports & Projections x
Forecast Cash Flow x
Budget-to-actual reports x
Lender relationships x
Starting at $300/month $800/month $300/week $800/week
Additional services:        
Paying Bills A La Carte A La Carte A La Carte A La Carte
Payroll & Contract Management, Exp Tracking A La Carte A La Carte A La Carte A La Carte
Invoicing A La Carte A La Carte A La Carte A La Carte
Cash Flow Management A La Carte A La Carte A La Carte A La Carte
Individual Tax Return A La Carte A La Carte A La Carte A La Carte

 

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