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CFO Starter

$550 per month.

Our intro CFO service package.  Designed for small companies using QuickBooks Online.


Accurate financial statements every month. One-hour meeting via video call to review finances.


This package is suitable for companies with:

  • A gap between when income is earned and paid.

  • Up to one (1) bank account.

  • Up to one (1) credit card.

  • Up to two (2) payment apps.


At the time of Sign-Up, Upwind Strategies will:

  • Have an initial consultation meeting with the client to identify their financial processes, map out all accounts, and determine the best practices for managing their finances and obtaining useful financial insights.

  • Create or update client's categories to track revenue, expenses, assets, debts, and equity in the company.

  • Input and categorize client's transactions for their bank account, credit card, and payment apps from the beginning of the current year to date.

  • Make journal entries and enter balance sheet transactions to match the company's books to prior-year tax returns.

On a monthly basis, Upwind Strategies will:

  • Categorized all transactions for the company's bank account, credit card, and payments apps.  Reconcile each of these accounts.

  • Generate a balance sheet and profit and loss statement for the prior month on a cash basis.

  • Have a one-hour meeting with client to review the company's financial performance.

What this package does not include:

  • Employee and / or contractor payment nor compliance.

  • Tax filings and tax matters.  You should always seek the assistance of a licensed CPA to deal with tax matters.

  • Cash management. We do not handle cash deposits to your bank account or cash held on-site.

  • Accrual-basis financials. This package is strictly for cash-basis financials.


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