VIP CFO Services

Free Consultation

CFO (Cash Flow Optimization) Hourly Advising

Let our CFO help guide and assist you to 2X-10X your business revenue, profitability, and leadership through a premier relationship and a focused growth plan.

Starting at $400 per hour ($250 if you buy 2 or more hours at once)

Schedule your CFO Strategic Advisement session: CFO Hourly Advisement!

Note: Before your session, please be prepared to provide/share financial information, statements, documents, etc.

Recurring CFO

Is your business ready to take its financial management to the next level? Our recurring CFO service is designed to provide you with ongoing, strategic financial guidance and support!

As your trusted financial advisor, we’ll work closely with you to understand your business goals and develop a customized plan to help you achieve them. We will provide expert guidance on financial planning, budgeting, cash management, and financial reporting, ensuring that you have the financial insight and support you need to make informed decisions and drive growth!

Starting at $2500/mo.

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Business Financial Health Review

Is your business financially fit? Let us help you find out! Our Business Financial Health Review service is designed to provide you with a comprehensive assessment of your company’s financial health. Our experienced accountants will review your financial statements, identify areas of concern, and provide recommendations for improvement.

With our Business Financial Health Review, you’ll gain valuable insights into your company’s financial performance and be able to make informed decisions to drive growth and profitability!

Starting at $1850+

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CFO Financial Health Review

Unlock the full potential of your business with our CFO Financial Health Review service – a comprehensive, strategic assessment of your company’s financial well-being!

With our CFO Financial Health Review service, you’ll receive a detailed report outlining our findings and recommendations, as well as a customized roadmap for implementing changes and achieving your financial goals. You’ll also have the opportunity to ask questions and discuss your financial strategy with your TRUSTED ADVISOR.

Starting at $3500+

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Get them all - Check out our Packages!

CFO / Controller / Accounting Department Package – Our Most Comprehensive!

  • CFO Advising
  • Cash Flow Optimization & Planning
  • Controller Services Package
  • Accounting Department Package
  • Quarterly Financial Health Reviews
  • Includes Business Tax Return

* Must Apply For Your Custom Price!

Controller / Accounting Package – Best Deal!

Don’t need need CFO Advising? No Problem in this package you’ll get:

  • Full Accounting Department
  • Full AP / Full DE / Recon / Reviews
  • Monthly Controller Reports
  • Includes Business Tax Returns

* Must Apply For Your Custom Price!

See All Packages

Free CFO Vaults

TSAT Personal CFO – Sole Proprietors of Sch C, E or F

Personal CFO is about learning how to become financially successful when you as a sole proprietor are experiencing struggles, but don’t know how to get from where you are to where you want to be.

TSAT CFO – S-Corporations

The CFO Vault is about learning how to become financially successful when you as an S Corporation are experiencing struggles, but don’t know how to get from where you are to where you want to be.