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CFO Services

Robust CFO Solutions Designed for Small Businesses

Small businesses need the services of a highly trained, seasoned CFO who can guide the business owner through questions, challenges, and opportunities. CALAS Group has developed a series of packages designed to meet the needs — and budgets — of every small business:

Outsourced CFO Financial Reporting

Includes comprehensive monthly financial reports packaged and prepared, complete with an annotated review of report findings, issues, and priorities. 

  • $250 per month

Outsourced CFO Working Sessions

Provides for a monthly or quarterly CFO working session with a senior CPA at CALAS Group to address critical strategic, operational, or planning questions. 

  • $300 per session

Outsourced CFO Tax Planning

Includes quarterly tax projections and a written review memo with recommendations and proposed strategies for effective and proactive tax planning.

  • $400 per quarter

Outsourced CFO Industry Benchmarking

Provides a complete industry benchmarking and comparative analysis report to assess the company’s current and forecasted financial position and key metrics vis-a-vis marketplace fundamentals and metrics.

  • $1,000 per benchmarking report

Outsourced CFO Optional Services (Pricing Varies)

  • Bank financing preparation and meeting assistance
  • Review, assessment, and enhancement of accounting software and chart of accounts
  • On-call analysis of major business decisions and future investment options
  • Access to BradyRenner partner experts in business owner financial planning and growth/exit strategy

Outsourced CFO Example Package Configuration

The following is an example of an annual Outsourced CFO service package configuration for a small business looking to obtain the benefits of CFO-level support for financial reports, tax planning and business strategy throughout the year:

  • Monthly financial reports package – $250/month
  • Quarterly tax projections package – $400/quarter
  • Quarterly CFO-level working sessions – $300/quarter

Total: $5,800 (Average of $483 per month)

  • With optional industry benchmarking and comparative analysis:

Total: $6,800 (Average of $567 per month)

Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Internal Controls
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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