Your Financial Partner
$850 per month
Running a small business is no small feat. You wear multiple hats, manage countless tasks, and often find yourself overwhelmed by the financial side of things. What if you had a dedicated CFO in your pocket, guiding you through every financial decision, helping you optimize your profits, and ensuring your business stays on the path to success? That’s where Pocket CFO comes in.
See Engagement Terms here.
What’s Included:
Custom Reporting Package
We understand that no two businesses are the same, which is why we provide tailored reports featuring key financial and operational metrics specific to your business. Stay informed with the data that matters most to you, delivered in a clear and actionable format.
Annual Budget Preparation
Your financial future depends on having a solid plan. We prepare a comprehensive yearly budget designed to guide your financial planning and help you achieve your business goals. Know where your money is going and ensure every dollar is working for you.
Tax Planning & Review Tips
Taxes can be complex, but with our regular tax analysis and planning strategies, you’ll stay on track and avoid surprises. We provide proactive tips to minimize your tax burden and keep more money in your pocket.
Monthly Financial Statement Review
Understanding your financial statements is crucial, but it’s not always easy. Each month, we provide a personalized video walkthrough of your financials, explaining the numbers in simple terms and highlighting areas for improvement. You’ll never feel lost or confused about your business’s financial health.
Monthly Close Notes for Your Bookkeeper
Accuracy is key when it comes to your books. We deliver detailed monthly close notes for your bookkeeper, ensuring that your financials are always precise and up-to-date. This not only saves you time but also gives you peace of mind knowing your books are in order.
Ticket Support System Access
Got questions? We’ve got answers. With access to our dedicated ticket support system, you can get your financial queries resolved within 48 hours. We’re here to support you, no matter what challenges arise.
Why Choose Pocket CFO?
At just $850 a month, Pocket CFO offers unparalleled value for small business owners who want to take control of their finances without the hefty price tag of a full-time CFO. Our service is designed to be your financial partner, offering expert guidance, clarity, and support tailored to your unique needs.
Don’t let financial uncertainty hold you back. Sign up for Pocket CFO today and take the first step towards a more prosperous future for your business. Let us handle the financial details so you can focus on what you do best—running your business.