Executive CFO Suite
More Profit. Less Taxes. Real CFO-Level Strategy.
Best for high 6 and 7-Figure+ Businesses
This is our concierge package designed for firms, practices, and agencies making $750K+ that need hightouch financial strategy, advanced tax planning, and expert guidance to scale profitably.
At this level, financial decisions carry serious weight. Having a dedicated & experienced partner in your business is crucial, this looks like:
+ Deep financial strategy tailored to your goals.
+ High-level tax planning that maximizes your savings.
+ A trusted CFO partner to help you make big decisions with confidence.
** For qualifying companies this will be a invite-only offer option
What’s included:
Everything in Momentum+, plus:
- Priority Access & Dedicated CFO Support
- Advanced Tax Strategy & Wealth Planning
- Custom Financial Forecasting & Cash Flow Planning
- Budgeting, Profit Analysis & KPI Tracking
- On-Demand CFO Access for High-Level Strategy & Financial Guidance
* All packages serve as starting points and are tailored to meet our clients’ individual needs.
Executive CFO Suite Plus
For firms, practices, and agencies making $750K+ that need CFO leadership PLUS a fully managed tax function.
Everything in the Executive CFO Suite, plus:
- Tax Monitoring & Optimization
- Quarterly In-Depth Tax Reviews
- Entity & Compensation Structuring for Maximum Tax Savings
Starting at $5,500/mo
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