Eliminating Fear From Finance
We help control your cash, so your business doesn't control you
Accounting isn’t always easy, but it’s simple. Our mission is to ensure clients are not held back from growing, scaling or hitting their goals due to poor cash management.
Solutions
Problems We Solve
Cash Flow
Your Profit and Loss Report is just the tip of the iceberg. Credit card payments, vehicle and equipment loans, and vendor/supplier bills all need to be considered to ensure you are running a profit generating machine.
Fear of Audit
You don’t have to worry about getting on the IRS’s bad side. We focus on quality financial controls first. Documenting audit trails, saving receipts, and maintaining clear and accurate financial records will take the weight off your shoulders and make tax filing a breeze.
Job Costing
We will review your financial reports to help determine profit opportunities you can take advantage of in your business. By digging into labor, materials, overhead, and debts, we can help adjust your mark up’s to help you estimate more accurately and ultimately run your business more profitably.
Is PPCFO Right For Me?
Determine if we are the right fit for you. At ProfitPanda CFO our clients possess the following attributes:
P A N D A
Proactive Communication. Our clients communicate with us proactivelyAppreciation. We appreciate each others time and effortsNever Settle. Our clients are looking to grow, scale, and evolveDestroy the Industry. Our clients are looking for a BETTER wayActive Engagement. We want you to be engaged and present
Process
Proven Process
01
Financial Accuracy
Having accurate and clear financial reports is the basis of all of our other advanced reporting. We first start by restoring accuracy to your bookkeeping and accounting systems.
02
Analysis
Once we are looking at accurate data, it’s time to formulate a game plan. We help determine what profit opportunities you are missing out on, and help build KPI’s and tracking
03
Establish Goals
Establish what you WANT from your business now that it is building cash. Are you interested in selling your company? Building for legacy? Or just want a profit generating machine.
04
Maintenance
We update and maintain your financial reports each week to ensure you always have a pulse on your business. Through KPI scorecards, advanced dashboards, and financial reporting.
Pricings
Pricing Plans
Bookkeeping Only
Starting At
$1,500
Per Month
- P&L Delivered Each Week
- Financial Statements prepared each month
- 30-minute Monthly Financial Review Call
Fractional CFO Only
Flat Fee
$3,500
Per Month
- Budget + Budget Variance Report
- Profit First Cash Scorecard
- Cash Flow Report
- 90 day forecast
- Job Costing Dashboard
- (3) Board Member / Strategy calls per quarter
Bookkeeping + Fractional CFO
Starting At
$5,000
Per Month
- Includes everything in both Bookkeeping + CFO Package PLUS
- Processing for up to 15 bills in Bill.com
- 2 Payroll Processes per month
Pricings
A La Carte Packages
We custom create packages based on your individual needs and goals. Add any A la Carte service to your package to streamline your companies financial operations.
$500
Per Month
Ap Management
Code + Pay Vendor + Supplier Invoices in Bill.com
Improve Job Costing Accuracy
$100
Per Process
Payroll
Dedicated Payroll Department
Direct Deposit or Mailed checks(overnight)
$100
Per Hour
Special Projects
Projects outside of our scope of work will be billed at a flat hourly rate. Your According Team will reach out to discuss details before starting hourly rate