.jpg)
CFO Services - Silver Package
1,250
Every month
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
Every month
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
Every month
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
Every month
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
◆ 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
Select Your CFO Package
Michelle A Wilson, EA, MSA
© 2025 by Michelle A.Wilson EA, MSA
888-379-1397
Cornerstone Coworker
279 W Crogan Street
Lawrenceville, GA 30046
Business Hours :
Portal & Telephone - 24 Hours
Office Hours:
Mon-Fri
11 AM - 6 PM EST
Have a question or ready to connect?
Complete the form below to get a response from our team.
You may also receive helpful updates and business tips via SMS if you choose to opt in.