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 XXX
Income Statement XXX
Statement of Cash Flows XXX
Departmental / Segment Reporting XXX
Budgeting & Forecasting XXX
Detailed and Customized Reporting XXX
ACCOUNTING & BOOKKEEPING XXX
Customized Chart of Accounts XXX
General Ledger Maintenance XXX
Bank Reconciliations XXX
Credit Card Reconciliations XXX
Fixed Assets Maintenance XXX
Notes and Loans Analysis XXX
Depreciation and Amortization Schedules XXX
TAX COMPLIANCE
Business Tax Returns XXX
Individual Tax Returns XXX
Tax Planning and Projections XXX
State Sales Tax Filings XXX
Prepare Forms 1099 and W-4s XXX
PAYROLLXX
Integrated payroll processing with General Ledger XX
Employee Direct Deposit and Debit Cards XX
Payroll taxes direct debit on each payroll XX
Workers Compensation Pay As You Go XX
Workers Compensation Audits XX
Employer and Employee Portal Access XX
Prepare all Quarterly and Yearly Payroll Tax Returns including W-2's XX
Pension and Retirement Submission of Payroll Activity XX
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

Trusted by Hundreds of business Owners