ZivoCFO 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
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Investments & Endowments Accounting
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Deferred Revenue & Restricted Fund Tracking & Releases
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Invoicing & accounts receivable management
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Shared cost allocation
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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
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Financial reporting to funders
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Grant financial reporting assistance
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Payroll & sales tax advisory
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Audit-experienced CPA advice on complex accounting matters
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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
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Cash monitoring and projections
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Financial reporting support for the Board
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Board meeting attendance and presentation
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Visual KPI Dashboard
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Annual budget assistance
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Financial literacy training for staff and / or the Board
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Support
Dedicated accountant
Dedicated accounting manager
Dedicated CPA
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Dedicated CFO
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Unlimited email support
Technology
Custom financial apps for the financial statements
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