Compass Planning Group LLC
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Compass Planning Group LLC
Home
Services
Free Consultation
Contact Us
CLIENT PORTAL
Our Blog
Videos
More
  • Home
  • Services
  • Free Consultation
  • Contact Us
  • CLIENT PORTAL
  • Our Blog
  • Videos
  • Home
  • Services
  • Free Consultation
  • Contact Us
  • CLIENT PORTAL
  • Our Blog
  • Videos

FRACTIONAL CFO Services Packages

Silver Package: Our Basic Package

Silver Package

Platinum Package

Silver Package

Elevate your financial strategy with our Silver Fractional CFO Package. This foundational monthly engagement includes two private, one-hour consultations via audio or video, designed to provide tailored financial guidance. You'll also enjoy unlimited email support and meticulous reconciliation of one business account. We provide detailed 

Elevate your financial strategy with our Silver Fractional CFO Package. This foundational monthly engagement includes two private, one-hour consultations via audio or video, designed to provide tailored financial guidance. You'll also enjoy unlimited email support and meticulous reconciliation of one business account. We provide detailed monthly financial statements, including a Balance Sheet, Profit and Loss, and Cash Flow Statement. Ready to enhance your financial oversight and drive business success? Discover more about our Silver Package and get started today.

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Our Gold Package

Gold Package

Platinum Package

Silver Package

Optimize your financial oversight with our Gold Fractional CFO Package. This comprehensive monthly service offers eight private, one-hour consultations—up to two per week—via audio or video, ensuring detailed, customized financial guidance. Enjoy the convenience of unlimited email support and meticulous reconciliation for two businesses. 

Optimize your financial oversight with our Gold Fractional CFO Package. This comprehensive monthly service offers eight private, one-hour consultations—up to two per week—via audio or video, ensuring detailed, customized financial guidance. Enjoy the convenience of unlimited email support and meticulous reconciliation for two businesses. Our package includes precise monthly financial statements: Balance Sheet, Profit and Loss, and Cash Flow Statement. Ready to elevate your financial strategy and enhance business performance? Explore our Gold Package and get started today.

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Platinum Package

Platinum Package

Platinum Package

Platinum Package

 Our Fractional CFO Services Packages that includes  Pro Monthly engagement:

  • Up to Sixteen private, one-hour consultation each Month (audio or video conference) Up to 4 Per Week
  • Unlimited email support
  • Reconciliation of three Business
  • Financial statements: Balance sheet, profit and loss (P&L) statement, and statement of cash flow for transactions recorded each month

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