| 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 | ★ | ★ | - |