How CFO Enrollment supports your business
CFO Enrollment is built for owner-operated businesses that want more than bookkeeping. These services work together to give you clean books, clear cash flow, and confidence in every financial decision.
Monthly CFO Plans
Ongoing structure, clarity, and guidance — sized for real-world businesses.
Both plans include a monthly financial rhythm: books closed, accounts reconciled, and key numbers reviewed so you always know where you stand.
What monthly CFO support can include
- Monthly bookkeeping and reconciliations
- Standardized chart of accounts and structure
- Audit-ready & tax-ready financial statements
- Cash flow review and alerts
- Basic KPI tracking (revenue, margins, burn, etc.)
- Regular check-ins to interpret the numbers with you
Starter – Compliance
For businesses that need clean, compliant books.
- Monthly bookkeeping & financial close
- Bank & credit card reconciliations
- Chart of accounts maintenance
- Standard monthly financial reports
- Quarterly review call to walk the numbers
Typical fit: Owner-operated businesses getting organized and staying compliant.
Core – Clarity & Growth
For owners who want guidance, not just bookkeeping.
- Everything in Starter
- Monthly CFO call (strategy + questions)
- Cash flow planning and simple forecasting
- Pricing & margin review by service or offer
- Basic KPI dashboard for quick insight
- Quarterly “what-if” planning sessions
Typical fit: Businesses planning to grow, hire, or seek outside funding.
Add-On: Special Projects
For targeted needs that sit outside normal monthly work.
- Cash flow triage during a tight season
- Pricing reset for new services or offers
- Short-term financial modeling for a decision
- Vendor, cost, or margin review
Special projects are scoped separately once we understand your situation.
One-Time Cleanup Projects
Before monthly support can really work, many businesses need a reset — especially if the books are behind, inconsistent, or hard to trust.
A one-time cleanup project brings your records current and accurate so you can move forward with confidence.
Cleanup & Catch-Up Includes
- Books catch-up (typically 1–12 months behind)
- Review and correction of misclassified transactions
- Account cleanup and restructuring where needed
- Bank, credit card, and loan reconciliations
- Bringing reports in line with tax and accounting standards
- Preparation for transition into monthly CFO support
Cleanup work is scoped based on how many months are behind, number of accounts, and the complexity of your current setup.
Pro Forma Financial Statements & Pricing for Profit
Turn “I hope this works” into “I know what this should earn.”
Pro forma financials and pricing for profit help you see your business — or a new offer — before you commit. Together, we model revenue, costs, and profit so you can make calm, confident decisions.
This is ideal when you’re launching a new service, expanding locations, changing your pricing, or planning for the next 6–24 months.
What this service includes
- Pro forma income statement (projected P&L) for your business or a specific offer
- Revenue and cost assumptions built around your real-world operations
- Pricing-for-profit analysis for key services or packages
- Breakeven and “what would it take?” scenarios
- Simple, owner-friendly summary you can actually use
This can be delivered as a one-time project or as part of a deeper engagement with Core clients who want ongoing strategic guidance.
Not sure where to start?
Many owners begin with a cleanup or a quick review of their current books. From there, we decide together whether Starter, Core, or a focused Pro Forma & Pricing project makes the most sense.
Schedule a Clarity Call