Part-Time CFO Package
Part Time CFO & Controller Services
This package expands our service commitment to actually take on a leadership role by providing both CFO & Controllership Services. We partner with both the CEO as the CFO and the in house accounting department as the Controller. We not only look over the shoulder of your accounting staff but also direct their activities and procedures, reviewing and monitoring all of their activities on a daily, weekly or monthly basis.
| Monthly Service Plan | |
|---|---|
| Basic Package | $875/month |
| Standard Package | $1,875/month |
| Part Time CFO Package | $4,875/month |
| Accounting Services | $500 per month minimum/$45 per hour |
| Customized Services & Consulting | $195 per hour |
| Comparison of Service Plans | |||
|---|---|---|---|
| Basic | Standard | Part-time CFO |
|
| CEO Telephone & Email Access | Unlimited | Unlimited | Unlimited |
| Monitor Daily Cash Report & Bank Account Activity | Daily | Daily | Daily |
| Pre-issuance review of Monthly Financials | Monthly | Monthly | Monthly |
| Review Financial Report | Monthly | Monthly | Monthly |
| CEO Teleconference | 2 sessions/month | 2 sessions/month | Unlimited |
| Accounting Staff Telephone & Email Access | Unlimited | Unlimited | |
| 13 Week Cash Flow Projection | Monthly | Monthly | |
| 13 Month Cash Flow Projection | Monthly | ||
| Cash Flow Management | Bi-Weekly/Monthly | Bi-Weekly/Monthly | |
| Review of Bank Account Activity | Weekly/Monthly | ||
| Review of GL Journal Entries | Weekly/Monthly | ||
| Review of General Ledger | Weekly/Monthly | ||
| Accounting Dept Management | Weekly/Monthly | ||
| Customized CFO Services | Monthly as Required |
Contact Us
Marilyn J. Magett, Principal
CRS Financial Management Solutions
Call: 619-270-5678
Email:
Connect: Marilyn's Linkedin Profile
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Client Testimonials
“I didn’t need a lot of back-and-forth with CRS, I hired them on the spot. I signed CRS when the company identified some issues with our accounting staff not keeping up. We wanted a commitment to producing reports in a timely way and they could do it.”
Brian Rott, President
Cart Mart, San Marcos, CA
