The Elite Bookkeeper | Virtual CFO & Bookkeeping Services

CFO Services - Silver Package

$1,250

1,250

Every month

+$1,250 Standard Onboarding Fee

For established businesses needing monthly visibility and expert support. Includes 3 reconciled accounts, reports, budgeting, and Zoom check-ins to guide financial decisions.

Valid until canceled

HIGHLIGHTS

◆ Categorization and reconciliation of up to 3 accounts

(bank, credit card, or third-party accounts)

◆ Financial strategy planning with monthly strategy sessions

◆ Monthly financial reports

(Profit & Loss, Balance Sheet, Cash Flow)

◆ Annual budgeting and forecasting assistance

◆ Tax planning coordination

◆ Payroll for up to 3 employees included

◆ Portal Support

◆ Month & Year End Zoom Meetings

ADD-ON'S

◆ Additional Accounts: $75/month for each additional

◆ Tax Preparation:

LLCs: $1,100

S-Corps: $1,500 & up

C-Corps: Consultation required

CFO Services - Gold Package

$1,500

1,500

Every month

+$1,500 Standard Onboarding Fee

Built for service businesses aiming to boost profitability. Includes monthly reporting, KPI tracking, pricing insights, and full support for 3 accounts with strategic guidance.

Valid until canceled

HIGHLIGHTS

◆ Categorization and reconciliation of up to 3 accounts

(bank, credit card, or third-party accounts)

◆ Financial strategy planning with monthly strategy sessions

◆ Monthly financial reports with detailed performance

insights (Profit & Loss, Balance Sheet, Cash Flow)

◆ Profitability analysis by service line

◆ Annual budgeting and forecasting assistance

◆ Tax planning coordination

◆ Payroll for up to 3 employees included

◆ Portal Support

◆ Month & Year End Zoom Meetings

ADD-ON'S

◆ Additional Accounts: $75/month for each additional

◆ Tax Preparation:

LLCs: $1,100

S-Corps: $1,500 & up

C-Corps: Consultation required

CFO Services - Platinum Package

$2,800

2,800

Every month

+$2,800 Standard Onboarding Fee

Ideal for owners seeking executive-level insight. Includes 4 accounts, cash flow and margin reviews, growth strategy sessions, and board-level reporting to support expansion.

Valid until canceled

HIGHLIGHTS

◆ Categorization and reconciliation of up to 4 accounts

(bank, credit card, or third-party accounts)

◆ Financial strategy planning with monthly strategy sessions

◆ Advanced cash flow monitoring and management

◆ Budget creation and variance tracking

◆ Participation in executive or board meetings

to present financial insights

Monthly financial reports with detailed performance insights

◆ Tax planning coordination

◆ Portal Support

◆ Month & Year End Zoom Meeting

ADD-ON'S

◆ Payroll: $199/month for up to 5 employees

◆ Additional Accounts: $75/month for each additional

◆ Tax Preparation:

LLCs: $1,100

S-Corps: $1,500 & up

C-Corps: Consultation required

CFO Services - Diamond Package

$4,500

4,500

Every month

+$4,500 Standard Onboarding Fee

Designed for 6- to 7-figure CEOs needing advanced financial leadership. Up to 8 accounts, department-level tracking, strategy calls, and board-ready reports every month.

Valid until canceled

HIGHLIGHTS

◆ Categorization and reconciliation of up to 6 accounts

(bank, credit card, or third-party accounts)

◆ Financial strategy planning w/ 2X a mo. strategy session

◆ Cost and margin analysis for service lines or departments

◆ Participation in executive or board meetings

to present financial insights

◆ Comprehensive budgeting, forecasting, & variance tracking

◆ Monthly financial reports w/ detailed performance insights

◆ Tax planning coordination

◆ Portal Support