Schedule CFO
Hire a CFO for your business
for as little as $100/month.
CFO | Monthly meetings (starting at $100/mo)
For as little as $100/month, you can hire an experienced CFO for monthly 1-on-1 meetings on topics of your choice. Numberwise will throw in tools to help you present professional financials. Click TOPICS to see a partial list of available topics.
CFO+ | Virtual accounting department (starting at $1,000/mo)
Numberwise will design a monthly financial close cycle that keeps your numbers current and the business humming along. Payables. Bank Reconciliations. P&L. Balance Sheet. We gotchyou.
Think of Numberwise as a full-fledged accounting department that you never have to train.
CFO++ | Virtual accounting dept and tax prep (starting at $1,250/mo)
In addition to monthly meetings and monthly accounting, Numberwise will prepare and e-file your business and personal tax returns each year. This price will include:
A. One business tax filing (1 Federal return and 1 state return), and
B. One personal tax filing (1 Federal return and 1 state return).
Add-ons | System & process review, accounting overhaul, on demand Q&A
You might have unique needs that do not fit neatly into one of the above packages, however, our “add-on” pricing will be reasonable and clarified up-front.
For as little as $100/month, you can hire an experienced CFO for monthly 1-on-1 meetings on topics of your choice. Numberwise will throw in tools to help you present professional financials. Click the TOPICS icon above to see a partial list of topics.
Everything in the Monthly CFO package plus a CFO will help you pull together cash-basis financials to comply with your annual tax return filings.
Everything in the Monthly CFO + Annual Books package plus Numbwise will prepare and efile your business and personal tax returns each year. This price includes a business filing (1 Federal return and 1 state return) and personal filing (1 Federal return and 1 state return).
Needs might arise that do not fit neatly into one of the above packages, however, our “Add-On” pricing will be reasonable, straight-forward and discussed up front.
What are you looking for?
CFO support at an unbelievable price.
Level up your business. Prepare for the endgame. Avoid unnecessary minutia.
Numberwise is excited to introduce a starter fractional CFO service called Schedule CFO to help businesses modernize their accounting practices and simplify their lives. Some business owners cannot justify a team of highly-paid accountants, however, they still want to achieve financial progress and adopt best practices.
Schedule CFO was created for business owners looking for regular advice and quick response times without the hefty cost of hiring an internal high-level employee.
How It Works
(hover over the boxes below)
You pick the topics.
Business Owner
Calendar
CFO
Schedule monthly meetings with a CFO
for as little as $100/month.
We are committed to straight-forward pricing that fits your situation.
CFO Monthly Meetings (starting at $100/mo)
For as little as $100/month, you can hire an experienced CFO for monthly 1-on-1 meetings on topics of your choice. Numberwise will throw in tools to help you present professional financials. Click TOPICS to see a list of possible financial topics.
CFO+ Accounting
Numberwise will design a monthly financial close cycle that keeps your numbers current and the business humming along. Payables. Bank Reconciliations. P&L. Balance Sheet. We gotchyou.
CFO++ Accounting plus Tax Returns
In addition to monthly meetings and monthly financials, Numberwise will prepare and e-file your business and personal tax returns each year. This price will include:
A. One business tax filing (1 Federal return and 1 state return), and
B. One personal tax filing (1 Federal return and 1 state return).
CFO Add-Ons: CFO Inquiry. System & Process Review. Accounting Overhaul.
You might have unique needs that do not fit neatly into one of the above packages, however, our “add-on” pricing will be reasonable and clarified up-front.
For as little as $100/month, you can hire an experienced CFO for monthly 1-on-1 meetings on topics of your choice. Numberwise will throw in tools to help you present professional financials. Click the TOPICS icon above to see a partial list of topics.
Everything in the Monthly CFO package plus a CFO will help you pull together cash-basis financials to comply with your annual tax return filings.
Everything in the Monthly CFO + Annual Books package plus Numbwise will prepare and efile your business and personal tax returns each year. This price includes a business filing (1 Federal return and 1 state return) and personal filing (1 Federal return and 1 state return).
Needs might arise that do not fit neatly into one of the above packages, however, our “Add-On” pricing will be reasonable, straight-forward and discussed up front.
Our Approach
Meet with your CFO to develop financial goals for your team and your business.
Goals
Systems
What are we working with? Systems, locations, infrastructure, data quality, transaction volume, etc.
Conditions
Who are we working with? People, manpower, attitudes, skillsets, confidentiality, financial audience, etc.
Plan
Set a plan.
Aimed at a desired outcome; timeline, quantify expected results, and comm-unicate with the team.
Accounting Team
We can setup your system, payables workflow, and help you reconcile the details.
If you need more robust accounting support to help manage weekly payables, bank reconciliations, month-end close, and other financial matters, we can design an accounting package that ensures you have an accounting team that you can call any day of the week.
Bookkeeper
You run the business. We'll take care of the books.
Our bookkeeping packages keep your numbers up to date by recording all of your financial transactions for you to easily access and run reports in real-time. Together, we will establish a monthly routine so that everyone is on the same page about where you stand, number-wise.
Not Sure?
If you have no idea where to start, you are not alone.
Dealing with accounting systems and documentation is the last thing business owners want to spend their energy on, and yet, a healthy business must have sustainable financial mechanisms in place. We can help you assess your situation and make recommendations to professionalize your financial systems.
Click GET STARTED and we can offer suggestions on how to get everything set up.
