Services

Our Services

Customized your outsourced CFO package to fit your
business and financial back office needs.

CFO Services for Every Stage of Growth

All the power and perks of an internal CFO partner, backed by a dedicated team of financial experts.

Strategic Partnerships

Ancillary Services

Pricing That Fits Your Size

BRONZE

Starting at

$250.00

Per Month

24/7 Client Portal Access
Financial Reporting
Accounting and Bookkeeping
Tax Compliance

SILVER

Starting at

$450.00

Per month

24/7 Client Portal Access
Financial Reporting
Accounting and Bookkeeping
Tax Compliance
Payroll

GOLD

Starting at

$1050.00

Per Month

24/7 Client Portal Access
Financial Reporting
Accounting and Bookkeeping
Tax Compliance
Payroll
Cash Management
Premium EFM Support Team

Customized Service Programs to Accommodate every stage of your Growth

We make an investment of our time, resources and energy to ensure that your business in on the right path for success from day one. We are confident that you will understand why most of clients consider Team EFM their most trusted business advisors.

SCOPE OF WORK	EFM BRONZE	EFM SILVER	EFM GOLD
EFM CLIENT PORTAL
Secure and custom to EFM Bronze, Silver or Gold level services	X	X	X
24/7/365 Access	X	X	X

FINANCIAL REPORTING
Balance Sheet	X	X	X
Income Statement	X	X	X
Statement of Cash Flows	X	X	X
Departmental / Segment Reporting	X	X	X
Budgeting & Forecasting	X	X	X
Detailed and Customized Reporting	X	X	X

ACCOUNTING & BOOKKEEPING	X	X	X
Customized Chart of Accounts	X	X	X
General Ledger Maintenance	X	X	X
Bank Reconciliations	X	X	X
Credit Card Reconciliations	X	X	X
Fixed Assets Maintenance	X	X	X
Notes and Loans Analysis	X	X	X
Depreciation and Amortization Schedules	X	X	X

TAX COMPLIANCE
Business Tax Returns	X	X	X
Individual Tax Returns	X	X	X
Tax Planning and Projections	X	X	X
State Sales Tax Filings	X	X	X
Prepare Forms 1099 and W-4s	X	X	X

PAYROLL		X	X
Integrated payroll processing with General Ledger		X	X
Employee Direct Deposit and Debit Cards		X	X
Payroll taxes direct debit on each payroll		X	X
Workers Compensation Pay As You Go		X	X
Workers Compensation Audits		X	X
Employer and Employee Portal Access		X	X
Prepare all Quarterly and Yearly Payroll Tax Returns including W-2's		X	X
Pension and Retirement Submission of Payroll Activity		X	X

CASH MANAGEMENT
Complete system of Accounts Payable and Vendor Maintenance			X
Complete system of Accounts Receivable and Customer Maintenance			X
Platform for maintaining all Invoices and Bills in one central location			X
Expense Reimbursement tracking			X
Cash Management reporting			X

PREMIUM SUPPORT
Unlimited phone calls and video conferences			X

Pricing	Lets Talk	Lets Talk	Lets Talk