Zivo | CFO Max For Established Organizations Looking To Scale | CFO Plus For Organizations who require an annual audit/revyew | CFO Lite For small Organizations with basic accounting needs |
---|---|---|---|
Accounting Services | |||
Bookkeeping | ★ | ★ | ★ |
Payables | ★ | ★ | ★ |
Basic Payroll | ★ | ★ | ★ |
Full Payroll Processing And Administration | ★ | ★ | - |
Investments & Endowments Accounting | ★ | ★ | - |
Deferred Revenue & Restricted Fund Tracking & Releases | ★ | ★ | - |
Invoicing & accounts receivable management | ★ | ★ | - |
Shared cost allocation | ★ | ★ | - |
Monthly close | By the 10th | By the 20th | By the 25th |
Monthly financial reports | ★ | ★ | ★ |
Tax Compliance | |||
Prepare a yearly synopsis of the organizations' accounts for the tax accountant | ★ | ★ | ★ |
CPA Services | |||
CPA review of the books | ★ | ★ | No audit |
Strenthening internal controls and processes | ★ | ★ | - |
Financial reporting to funders | ★ | - | - |
Grant financial reporting assistance | ★ | - | - |
Payroll & sales tax advisory | ★ | - | - |
Audit-experienced CPA advice on complex accounting matters | ★ | - | - |
Audit Support & Readiness Services | |||
Financial audit assistance | ★ | ★ | No audit |
Audit preparation & support | ★ | ★ | No audit |
Working with auditors regarding requirements for testing & documentation | ★ | ★ | No audit |
Meeting with external auditors about complex technical accounting matters | ★ | ★ | No audit |
Preparing financial statements and schedules in an audit-ready format | ★ | ★ | No audit |
Coordinating and managing your Prepared By Client (PBC) list response to your auditors | ★ | ★ | No audit |
Prepping and maintaining your trial balance bridge for the audit | ★ | ★ | No audit |
CFO Services | |||
Monthly budget vs actuals analysis | ★ | ★ | ★ |
CFO financial capacity-building discussions | ★ | ★ | - |
Cash monitoring and projections | ★ | ★ | - |
Financial reporting support for the Board | ★ | ★ | - |
Board meeting attendance and presentation | ★ | - | - |
Visual KPI Dashboard | ★ | - | - |
Annual budget assistance | ★ | - | - |
Financial literacy training for staff and / or the Board | ★ | - | - |
Support | |||
Dedicated accountant | ★ | ★ | ★ |
Dedicated accounting manager | ★ | ★ | ★ |
Dedicated CPA | ★ | ★ | - |
Dedicated CFO | ★ | - | - |
Unlimited email support | ★ | ★ | ★ |
Technology | |||
Custom financial apps for the financial statements | ★ | ★ | - |