Ellis Proposal

	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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