ebotCPA — The Entrepreneur's CPA

    A financial plan for the next three to five years

    We compare the financial effects of your growth, funding and ownership plans. We document the assumptions and review the plan with your team each quarter.

    How it works

    1. 1

      Define the decisions and goals

      We review your financial records, business goals and expected timing. We agree on the planning scope, fee and people involved.

    2. 2

      Build and compare the plans

      We model sales, costs, investment and funding over three to five years. We compare different assumptions and explain the main risks.

    3. 3

      Review progress each quarter

      We compare results with the plan and update assumptions on the agreed quarterly schedule. We document priorities, responsibilities and next steps.

    Which sounds like you?

    You are planning a major expansion

    We estimate the spending, staffing and funding the plan would require.

    You expect to sell or hand over the business

    We review financial preparation for an ownership change in the next three to seven years.

    You are considering buying or combining businesses

    We compare the financial assumptions and cash needs of the proposed deal.

    You need a clearer long-term funding plan

    We compare borrowing and ownership funding for your goals and board reporting.

    What we do

    All CFO advisory services

    Review your starting point

    We assess the current financial position for owners deciding how to fund growth or prepare for an ownership change. • Review financial statements, cash needs and existing borrowing. • Compare available industry measures with your results where relevant. • Identify the assumptions behind your growth or transition goals. • List financial questions that need more records or specialist advice. You receive the agreed assessment and a summary of the planning questions to address.

    The three-to-five-year plan

    We build a financial model — linked calculations of future results and cash needs — for owners and boards comparing long-term options. • Estimate sales, staffing, operating costs and major purchases. • Compare scenarios — different possible results based on changed assumptions. • Calculate expected cash needs and funding gaps. • Compare loans with funding in exchange for ownership. • Record the timing and financial effects of major decisions. You receive the agreed financial model, funding plan and written assumptions.

    Quarterly reviews and ownership changes

    We review the plan with leaders who need to track progress or prepare for a future business sale or transfer. • Compare actual results with the plan each quarter. • Update sales, cost and funding assumptions. • Assign actions and dates for the next review. • Assess financial records and valuation questions for a proposed ownership change where engaged. • Coordinate agreed transaction preparation with your legal and other advisers. You receive the updated plan, quarterly review summary and agreed transition preparation tasks.

    What is included

    Included with CFO Essentials: the agreed financial planning work at $1,000 / month. • Define the financial assessment and three-to-five-year model. • Agree on the scenarios, funding analysis and leadership presentation. • Set quarterly updates and review meetings. • Quote additional exit preparation or transaction work alongside the plan: Quoted with your plan. You receive a written scope describing the planning deliverables, quarterly reviews and any quoted additions.

    Client perspective

    Proof from Google reviews

    5.0 average · 105 Google reviews · ebotCPA, Irving, TX

    Read all reviews

    “Extremely professional and detail oriented. An experience with ebotCPA is a feel of professionalism, expertise and trustworthiness. No where else for my accounting solutions. Simply the best.”

    Dorcas EyongFull-Service CPA · Google

    “There are many professionals who do taxes and bookkeeping. But there are very very few professionals who look after you like you would look after yourself. ebotCPA is that rare professional.”

    Rose HansLong-Term Client · Google

    Published pricing

    These are the current published fees from our service catalog. We confirm final scope and any quoted add-ons in writing before work starts.

    CFO Essentials

    Budgeting, KPI dashboards, Cash-flow planning, Strategic planning.

    $1,000 / month

    Larger CFO scope

    Scope is set around the complexity, cadence, and deliverables required.

    Quoted from $2,500 / month

    Common questions

    What happens before strategic financial planning work begins?

    We discuss your goals and records, confirm the engagement scope and fee in writing, and identify deadlines before substantive work starts.

    How do you determine the fee?

    Current catalog amounts and quote terms are listed in Published pricing above. We confirm the agreed work, responsibilities, and any quoted scope in writing before engagement.

    What records should I prepare?

    The records depend on your situation. We provide a focused request list after confirming the work and reporting period.

    Authority and standards
    • COSO ERM 2017 · Enterprise Risk Management FrameworkIntegrated framework linking strategy, risk, and performance
    • ASC 820 · Fair Value MeasurementValuation framework and fair value hierarchy for strategic planning
    • ASC 805 · Business CombinationsM&A accounting requirements and purchase price allocation
    • IMA SMA · Strategic Cost ManagementStatement on Management Accounting for strategic planning
    • ASC 275 · Risks and UncertaintiesRisk disclosure requirements for strategic financial planning

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