PROFESSIONAL CFO PACKAGE

PROFESSIONAL CFO PACKAGE

Perfect for freelancers and startups seeking reliable, compliant bookkeeping foundations.

$3,500/Month

Services Include:

90-minute monthly CFO strategy meeting.
Monthly management report with KPIs and trend graphs.
Payroll budgeting and headcount forecasting.
Payroll journal entries and reconciliation review.
Cash flow forecasting and capital planning.
Budgeting and financial modeling support.
Monthly variance and performance analysis.
Expense policy and cost control review.
Coordination with tax preparer or CPA.
Custom financial dashboard setup.
Dedicated account manager access.
Multi-entity reporting and consolidation analysis.
Capital expenditure (CapEx) tracking.
One-time setup fee: $1,000.
Client Benefits:
Gain executive-level financial oversight without high payroll costs.
Strengthen profitability and financial decision-making.
Achieve clarity on capital, budgets, and future growth.
Collaborate closely with an expert CFO advisor.

330 North Colony St, Wallingford, CT 06492 | www.jmkservices.net | michael@jmkservices.net | (203) 632-0681