Elite CFO Partner Bookkeeping

Experience the ultimate in financial leadership with our Elite CFO Partner package—designed for forward-thinking entrepreneurs and businesses seeking seamless, top-tier financial management. This premium service provides you with dedicated CFO expertise without the hassle, featuring exclusive VIP tax and financial strategy sessions, comprehensive bookkeeping, tailored financial reports, and unlimited access to expert guidance—all for a transparent, fixed monthly fee. Elevate your company’s growth, compliance, and profitability while freeing your time for what matters most. Available for businesses of all sizes. For maximum impact, enjoy personalized onboarding and access to custom trend analytics.

Initial Setup: $1497 (one-time)

*VIP tax and finance strategy

session (2 hours)

*Full-service bookkeeping system +

1 custom report dashboard

*Audit-ready recordkeeping setup

*IRS correspondence support (if needed)

Monthly: $499

*Unlimited transaction categorization

*Monthly P&L, balance sheet, and cash flow statement

*Monthly strategy call (30 minutes)

*Year-end tax package for CPA filing

*Unlimited email/chat support + 24-hour response time

*Minimum of 6 months term