CFO Services & Consulting

This service is ideal for established businesses ready to elevate their financial strategy and scale with intention.

Package Overview

What’s Included in CFO Services & Consulting

At Murrell Bookkeeping Services, LLC, our CFO Services are designed for small and mid-sized businesses that need senior-level financial insight but are not ready to bring on a full-time CFO. We can help you manage cash flow, interpret data, and build forecasting strategies that align with your goals. Each engagement is tailored to your business and adjusted based on your growth stage, operational structure, and financial goals. The services include, but are not limited to:

  • High-level financial review and performance analysis
  • Cash flow management and forecasting
  • Budget planning and modeling
  • Monthly or quarterly financial strategy sessions
  • Support for investor and lender presentations and financial reporting

Eligibility Requirements

  1. Minimum of 3 years in business
  2. Average annual income of $500,000 or more

To begin, please:

  1. Book a free consultation with our fractional CFO to discuss your business needs
  2. Complete and submit the application template
  3. Return the completed form before scheduling your CFO session
  4. Ensure all required documentation is submitted during onboarding

Initial Steps and Pricing

Getting Started Is Simple

Your consultation will be personalized to reflect your operations, objectives, and priorities. CFO Services are available to qualified businesses that meet specific eligibility requirements.

Final pricing depends on your company’s needs, complexity, and scope of service. Each engagement is reviewed after your application is submitted. You will receive customized strategic support that helps you make informed and confident financial decisions.

Pricing starts at:

$2,000/project

Frequently Asked Questions

FAQs for CFO Services

We pride ourselves on building genuine relationships with our clients, responding quickly to inquiries, and providing direct assistance that makes even the most complex tasks simple. For local clients, we even offer in-person receipt collection to save you time.

What are Fractional CFO Services?

Fractional CFO Services deliver strategic financial oversight for growing businesses. This includes budgeting, forecasting, financial reporting, and support with long-term planning—without the commitment of a full-time hire.

How are these services tailored to my business?

All engagements are customized based on your operations, goals, and complexity. We work closely with you to understand your structure, cash flow, and growth strategy to ensure your financial roadmap aligns with your vision.

Who is eligible for CFO Services?

Eligibility requires a minimum of 3 years in business and an average annual income of $500,000 or more. This ensures we are able to provide meaningful financial insights for businesses with established operations.

What is the first step to working with a CFO?

The process begins with the submission of our application template. Once we receive your completed form and confirm eligibility, we’ll schedule your free consultation with our fractional CFO to review your goals and outline the next steps. This initial meeting helps us tailor our support to your business needs.

How much do CFO Services cost?

Pricing starts at $2,000. The total cost is determined after reviewing your business needs and the level of support required. We provide a tailored quote based on the complexity and scope of the engagement.

What is included in a typical CFO engagement?

Typical engagements include regular financial performance reviews, cash flow forecasting, budgeting support, and strategic planning. Depending on your needs, sessions are delivered monthly or quarterly.

Call us now: (227) 204-8199

Contact us today for bookkeeping services!

Contact Us

With over 18 years of expertise, our women-led team is dedicated to delivering personalized financial solutions that go beyond the basics. We’re not just here to manage your books—we’re here to be your partner.

Services

Website designed by XenonPrime.

© Murrell Bookkeeping. All rights reserved.