Outsourced Accounting Pricing Tiers

Get an experienced CFO without the in-house overhead.

MONTHLY

$ 500+ per month
  • Dedicated team
  • Code & Reconcile Transactions
  • Accrual-basis Accounting
  • Monthly Financials
  • Improved Financial Insight

CORE

$ 2,500+ per month
  • Everything in Monthly, plus:
  • Weekly Check-In
  • Invoicing & Collections
  • Bill Pay & Coding
  • Payroll
  • Annual 1099s
  • Great Financial Insight

AWESOME CFO

$ 1,500+ per month
  • Everything in Core, plus:
  • KPI & Metric Analysis
  • CFO Check-Ins
  • Growth Acceleration
  • Budget & Cash Flow Forecast
  • Awesome Financial Insight
Add-On

AWESOME CFO
(Add-ON)

$ 1,500+ per month
  • Everything in Core, plus:
  • KPI & Metric Analysis
  • CFO Check-Ins
  • Growth Acceleration
  • Budget & Cash Flow Forecast
  • Awesome Financial Insight

BASE

Monthly base package.

A Dedicated Team

An Associate and Manager ensure that you get reviewed, accurate and timely information using our proven processes.

Onboarding & Clean-Up

An onboarding manager works with your dedicated team to guide you through the process, cleaning up and reviewing your accounts and financials. We document all your accounting processes into our task manager.

Monthly Financials

We reconcile all credit card, bank and balance sheet accounts. We ensure proper inventory and profit margin reporting and can provide monthly and yearly financials.

Tax Liaison

We liaise with your tax accountant so that they have what they need to file your income taxes.

CORE

Core Package.

Weekly Check-Ins

Your dedicated team will check-in regularly to stay on top of accounts receivable, cash balances and look after your bills. We manage any ACH, credit card and check payments along with A/R aging reports. Your credit card transactions are coded weekly with assistance from your team.

Payroll

We process your payroll and book your journal entries. We work with you to implement process improvements and expense reporting.

Financial Insight

In addition to inventory, profit margin and profitability reporting, our controller-level services ensure that you have regular meetings via video conference. We present your monthly financial package. You have a chance to ask questions.

Annual 1099s

We issue any 1099s to the appropriate vendors as needed.

AWESOME CFO

Awesome CFO
add-on.

KPI & Metric Analysis

Improve cash flow and accelerate growth with our metric analysis and dashboards. We identify and track three key growth drivers (KPIs) every month, measuring profitability by the relevant slicers (e.g., customer, business line, etc.).

CFO Strategy Sessions

Monitor and understand your financial health. Our most experienced team members perform CFO checkups to review your financials and results and make sure you’re on track for your growth and profitability goals.

Growth Acceleration

It's no coincidence that last year our clients saw an average revenue growth of 25%. Our array of expertise and our unique business model allows us to scale with you as you grow. We believe in your success.

Budgeting & Cash Flow Forecasting

Get expert-level advice preparing a budget and cash flow forecasts each year. Every quarter, we help you reforecast and provide guidance for both increased investment and cost-saving ventures.

"It used to be difficult to connect all the financial dots from our annual budget to our weekly cash flow. With ORBA Cloud CFO on our team I get all the benefits of an experienced CFO without the in-house overhead." 

Outsourced CFO Price Testimonial | Anna Brozek
Anna Brozek, Big Cartel

Your first-rate finance team without the expense.