Outsourced CFO — The Freelance CFO

Outsource CFO

Expand your empire with the help of practiced, financial hands.

Let professionals handle your taxes, accounting and bookkeeping concerns, and learn through the process. We’ll help you take your dreams, ambitions and goals and turn them into an actionable, aligned and empowered game plan.

Your empire has big goals.

Let’s hit them together.

This is perfect for businesses that are rapidly growing and are doing above $500,000 per year in revenue. You’re an empire and need a finance team to partner with that can fully support and guide you through this venture and your future expansions, because you have big goals and we’ll hit them together.

Katelyn and team become key members of your admin team - handling financials, helping with projections, “big brain” questions, and more. This is a true Freelance CFO role.

Includes:

Assistance with HR, new employee onboarding, job offer creation, benefits administration and compliance.
Hubdoc subscription - this warehouses all of your receipts and bank statements.
Top to bottom bookkeeping - weekly and monthly.
Creation and filing of 1099s - up to 10/year.
One, 45-minute call per month to discuss strategy and goals; this includes organization, deductions, paying yourself, reviewing business and personal finances, real estate ventures, team building, etc.
Payroll setup and accounting software integration, as well as S-Corp election, if needed
Payroll maintenance and salary review.
- does not include software fee (approx. $46/month)
On-going needs like renewing business registration, annual business filings, etc.
- This does not include any fees assessed by the state or federal government.
Receipt archiving and matching .
Xero (accounting software) maintenance.
- Does not include the $37/month fee.
Quarterly (2022) and annual tax (2023) preparation services and calculations.
- Includes both business and personal filings.
Unlimited Accountant-in-your-pocket (Voxer) communications.
- VIP Voxer and email replies - expect 24 hours or less during work hours/days.
Access to all course and program materials launched during our contracted agreement period.

Starts at $2,975/month

This is a 12 month commitment.

What Our Clients Are Saying

“A friend recommend me to the team after talking about how annoying and scary doing my taxes was. After a quick phone call with Katelyn I knew it was exactly what I wanted. I have loved their hands on approach ready to answer any questions I have had (and I have had A LOT of them) and help me when I get random letters from the IRS to know exactly what it means. Now I literally do not have to worry about doing all the expenses, 1099s and more, they take care of basically everything and has saved me so much time and a few headaches. There is so much more that Katelyn and her team have done for me, this is just breaking the surface. If you have ever considered it.. Just do it and work with them!.”

-Hanna Walkowaik

“You took something complicated and unpleasant and turned it into something easy to understand and in easy to digest sections of information. Something I dreaded and was anxious about is no longer something I worry about and now I can focus on moving my business forward.”