Gain Clarity, Control, and Confidence with Our Complete CFO and Bookkeeping Services
Experienced Team
Our seasoned team has relevant experience in every industry we serve, ensuring we understand the specific challenges of your business.
Free Consultation
We start with a no-cost discovery call to ensure our services align with your unique business needs.
Satisfaction Guarantee
Enjoy peace of mind with no long-term contracts and a 100% satisfaction guarantee, ensuring you get the results you're looking for.
Our Services & Plans
Advisor Plus
Monthly Transaction Categorization & Reconciliation
Monthly Cash Flow Tracking
Monthly Accounts Receivable and Payable Reporting
Monthly Financial Statements
Quarterly Strategy and Review Sessions
Unlimited Access to the Osprey CFO Team
Advisor Pro
Includes ALL ADVISOR PLUS Services
Annual Budgeting with Monthly Review of Budget vs. Actual Performance
Annual Cash Flow Planning with Monthly Updates
Monthly Bank Reporting Packages
Monthly Strategy and Review Sessions
Unlimited Access to the Osprey CFO Team
Additional Services
Accounting Clean-Up
Expense Optimization Review
Service & Product Pricing
Equipment Purchase Budgeting
In-Person Strategy Sessions
Loan and Bank Advisory
M&A Advisory
Exit Planning
