The CFO Package
Every month, the numbers that run the business. In one package.
The CFO Package turns your books into a decision-ready monthly pack: financial statements, KPIs, a rolling cash forecast and plain-language commentary on what changed and what to do. It is delivered by our CFO advisors and powered by Anodo, our financial intelligence platform.
Who it is for
Built for the decision in front of you.
- Owners who want clarity every monthSee position, outlook and the actions that matter in one place.
- Companies reporting to lenders or investorsA consistent, professional pack that keeps stakeholders confident.
- Businesses outgrowing bookkeeping aloneStep up to CFO-level reporting before hiring a full-time CFO.
What is included
Scope
P&L, balance sheet and cash flow, closed and reconciled.
Margins, cash conversion, receivables, payroll ratios and trends.
Thirteen weeks forward, with the low point flagged.
Variances explained, not just listed.
What changed, why it matters and what to do next.
Your numbers in our financial intelligence platform, traced to source.
Deliverables
What you receive
Timeline: Monthly, first pack within 30 days.
- Monthly CFO packPDF and live view, delivered on a fixed calendar.
- Review callA monthly session with a CFO advisor.
- Lender-ready reportingCovenant and reporting packages when needed.
Questions
Frequently asked
What is the difference between the CFO Package and CFO Advisory?
The CFO Package is a defined monthly reporting product. CFO Advisory adds hands-on leadership: pricing, financing, planning and decision support. Many clients start with the package and add advisory hours.
How does Anodo fit in?
Anodo is our financial intelligence platform. It presents your package live, with every figure traced to its source. Businesses can also join the Anodo early access program for free at anodo.taxbookscfo.com.
Do I need to change accounting software?
No. We work from QuickBooks Online, Xero and other common platforms.
Related services
Accounting and Bookkeeping
Books, monthly close and reporting that management, lenders and buyers can rely on, on the platforms you already use.
Business and Individual Tax
Individual and business returns, planning, notices and representation across entity types and all 50 states.
CFO Advisory
Senior financial leadership without a full-time seat: forecasting, cash flow, KPIs and board and lender reporting.
Next step
Talk with an advisor about The CFO Package.
Thirty minutes, no obligation. You will leave with a clear view of scope, timing and fee.
- Emailsupport@taxbookscfo.com
- Book a callChoose a time
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