Fractional CFO
Yechiel Steinberg, CPA
Yechiel Steinberg, CPA
Q. Why hire a fractional CFO?
A. Imagine having a financial expert - who has been in the trenches over a decade as a CFO to large companies - at your side at every step in your business journey for a fraction of the cost of a full time CFO
CFO Partner Plan
We become your trusted partner
Monthly CFO Call (60 min) – Monthly Zoom presentation to review in depth previous month financial statements and performance as well as provide forward looking guidance.
Cash Flow Forecasting – 8-week cash flow forecast, updated monthly (or weekly, as needed)
Budgeting and Projections – 12-month budget and projections, updated monthly.
Company Goal Setting – Assistance with establishing quarterly and annual financial goals for the company.
Accounting Support – We will provide technical oversight, support, and feedback to the company's internal bookkeeping and accounting personnel (if applicable).
Check in Calls (30 min) – Biweekly check-in calls (between monthly CFO calls) to discuss ongoing financial and management matters.
Ongoing Communication – We will be available in between calls via email or scheduled phone calls to discuss important urgent matters.
Partner plan monthly rate $2497 - $4497
Depending on company size and complexity.
CFO Advisory Plan
We become your trusted advisor
Quarterly CFO Call (60 min) – Quarterly Zoom presentation to review in depth previous quarter financial statements and performance as well as provide forward looking guidance.
Monthly Financial Reports – We will thoroughly review and send over monthly P&L and BS for your review.
Cash Flow Forecasting – 8-week cash flow forecast, updated monthly (or weekly, as needed)
Budgeting and Projections – 12-month budget and projections, updated quarterly.
Company Goal Setting – Assistance with establishing quarterly and annual financial goals for the company.
Accounting Support – We will provide technical oversight, support, and feedback to the company's internal bookkeeping and accounting personnel (if applicable).
Check in Calls (30 min) – Monthly check-in calls to discuss ongoing financial and management matters.
Ongoing Communication – We will be available in between calls via email or scheduled phone calls to discuss important urgent matters.
Advisory plan monthly rate $1497 - $3497
Depending on company size and complexity.
Additional add-on services
Bookkeeping - starting rate $800 per month
Tax filing and tax planning - starting rate $1,000 per return
Ok, I would love to get in touch, what's my next step?
Please schedule a call below via Calendly and we will have a pleasant conversation to see if we are a good fit.