Service Levels

CFO Partner

CFO Partner is a financial analysis and strategic planning platform built for CEOs, CFOs, registered market dealers and private equity investors.

FAQ

Browse our FAQ for some of the frequently asked questions. If you have a question that is not answered in our faq, please message us directly.

FAQ

Quantitative

Descriptions of financial measures and quantitative structure we use for CFO Partner. Learn about corporate finance and strategic planning.

Services

We provide multi-level service packages, from data management, business analysis, to high level customized CFO Consulting Services.

Controller Services

$5,000

/ year prepaid

Monthly
$480
Service levels
Financial Data Entry Yes
Bookkeeping Yes
Monthly Reconciliation Yes
Tax Filling & Support Yes
Work with External Auditors Yes
Financial Status Report Yes
Accounting Systems Integration Yes
Business Performance Evaluation
(2 Hours per Quarter)
Yes
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CFO Consulting Services

$5,000

/ minimum per year

Monthly
starting from $480
Service levels
Financial Data Entry Yes
Financial Analysis Yes
Strategic Planning Yes
Business Division Analysis Yes
Product Line Analysis Yes
CFO Consulting Yes
Fundraising Portal Yes
CEO & Finanical Affiliates Meetings
(2 Hours per Quarter)
Yes
Included
CEO Management Services

$18,500

/minimum per year

Monthly
starting from $1,600
Service levels
CFO Consulting included Yes
Controller Services included Yes
HR Consulting Yes
Cash Management Yes
Management Consulting Yes
Comprehensive Business Valuation Yes
ERM system Yes
Accounting System API
(Based on $200/hour)
Yes

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Portfolios
stock expected portfolio price
stock New Signal Previous Signal
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