Services
Our Packages
Monthly Analysis
- Month-to-month report comparing key metrics from the previous month, trailing 12-month, or additional historical data.
- Year-end financial analysis summarizing the fiscal year compared to previous years.
- Customizable fields tailored to your business needs.
- Eye-catching PDF analysis for easy sharing with stakeholders.
- Shared dashboard for viewing and tracking historical data.
Pricing:
Monthly Fee: $175
Implementation Fee: $500 (one-time)
Quarterly Analysis
- Quarterly report comparing key metrics from the previous period, trailing 12-month, or additional historical data.
- Year-end financial analysis summarizing the fiscal year compared to previous years.
- Customizable fields tailored to your business needs.
- Eye-catching PDF analysis for easy sharing with stakeholders.
- Shared dashboard for viewing and tracking historical data.
Pricing:
Monthly Fee: $125
Implementation Fee: $500 (one-time)
Get in Touch
Ready to take your finances to the next level? Contact us today to learn more about how CFO Pal. can help you achieve your financial goals.