CFO Hotline - Forecast & Plan
This charge is to build the Financial Forecast and Plan. Monthly Support is $149 per month once you’ve received your CFO Forecast.
Pricing:
CFO Forecast - one-time fee of $500
CFO Support - $149/mth
After submitting, you'll receive your financial forecast within 8 business days. You'll then be subscribed to CFO Support for monthly assistance and forecast updates.
CFO FORECAST
Custom-built financial plan based on historic data
A visual plan on money coming in and money going out so you know what you business can afford
Recorded walk-through on how to use the forecast workbook
Includes sales targets and financial goal recommendations
CFO SUPPORT
Update your forecast with the latest information based on your accounting system
Access to a team that can provide insight and recommendations to your numbers
Understanding financial impact to decisions in your business
Different methods of communication to best suit your working style
You must be using QuickBooks Online for this service. The forecast will be based on the information in your QuickBooks Online. It is important that your bookkeeping is up to date to ensure an accurate forecast. If you need support with this you can select under Additional Support.
This charge is to build the Financial Forecast and Plan. Monthly Support is $149 per month once you’ve received your CFO Forecast.
Pricing:
CFO Forecast - one-time fee of $500
CFO Support - $149/mth
After submitting, you'll receive your financial forecast within 8 business days. You'll then be subscribed to CFO Support for monthly assistance and forecast updates.
CFO FORECAST
Custom-built financial plan based on historic data
A visual plan on money coming in and money going out so you know what you business can afford
Recorded walk-through on how to use the forecast workbook
Includes sales targets and financial goal recommendations
CFO SUPPORT
Update your forecast with the latest information based on your accounting system
Access to a team that can provide insight and recommendations to your numbers
Understanding financial impact to decisions in your business
Different methods of communication to best suit your working style
You must be using QuickBooks Online for this service. The forecast will be based on the information in your QuickBooks Online. It is important that your bookkeeping is up to date to ensure an accurate forecast. If you need support with this you can select under Additional Support.
This charge is to build the Financial Forecast and Plan. Monthly Support is $149 per month once you’ve received your CFO Forecast.
Pricing:
CFO Forecast - one-time fee of $500
CFO Support - $149/mth
After submitting, you'll receive your financial forecast within 8 business days. You'll then be subscribed to CFO Support for monthly assistance and forecast updates.
CFO FORECAST
Custom-built financial plan based on historic data
A visual plan on money coming in and money going out so you know what you business can afford
Recorded walk-through on how to use the forecast workbook
Includes sales targets and financial goal recommendations
CFO SUPPORT
Update your forecast with the latest information based on your accounting system
Access to a team that can provide insight and recommendations to your numbers
Understanding financial impact to decisions in your business
Different methods of communication to best suit your working style
You must be using QuickBooks Online for this service. The forecast will be based on the information in your QuickBooks Online. It is important that your bookkeeping is up to date to ensure an accurate forecast. If you need support with this you can select under Additional Support.
Terms of Service and Disclaimer for Financial Planning
Customer Responsibility: Unless contracted with The Finance Agency for bookkeeping services, the Customer is solely responsible for ensuring the accuracy and completeness of their accounting system. This includes all financial data used to generate forecasts and financial plans.
Forecast Accuracy: The accuracy of any financial plan or forecast provided is directly dependent on the accuracy of the information in the Customer's accounting system. We cannot guarantee the accuracy of forecasts based on potentially incomplete or inaccurate customer-provided data.
Basis of Financial Plan: All financial plans and forecasts are generated using the information pulled directly from the Customer's accounting system at the time of analysis.
No Guarantee of Outcomes: While we strive to provide accurate financial plans based on the data available, we cannot guarantee specific financial outcomes. Economic conditions, market changes, and other external factors may impact actual results.
Not a Substitute for Professional Advice: The financial plans provided are for informational and planning purposes only. They do not constitute tax, legal, or investment advice. Customers should consult with qualified professionals for specific advice tailored to their situation.
Limitation of Liability: We are not liable for any financial decisions made or actions taken based on the provided financial plans or forecasts.
By using our financial planning services, you acknowledge and agree to these terms.