Subscription CFO

From monthly bookkeeping to generating basic financial reports, Arrow
Advisors can help manage all financial aspects of your business. We have
the experience and expertise to help you navigate the challenging and
ever-changing landscape of small business financial planning.

> Subscription CFO

Arrow Advisors is trusted by many companies who work with us to manage their company finances. As CPA financial planners, we have the experience and expertise to assist you with basic bookkeeping, more complete accounting services or the most advanced services while operating as your CFO. The services included in the example packages can also be revised to fit your unique situation.


Essential

  • Monthly Bookkeeping
  • Basic Financial Reports
  • 4 Hours Annually for Face-to-Face Meetings
    • Examples include, tax planning, financial statement review, retirement plan implementation, coordination of business and personal financial goals.
  • Accounting Software
  • Unlimited Email Support

Deluxe

  • Monthly Bookkeeping
  • Basic Financial Reports
  • Annual Cash Flow Analysis and Planning
  • 8 Hours Annually for Face-to-Face Meetings
    • Examples include, tax planning, financial statement review, retirement plan implementation, coordination of business and personal financial goals.¬†
  • Accounting Software
  • Unlimited Email Support
  • Annual Secretary of State Report

Premier

  • Monthly Bookkeeping
  • Enhanced Financial Reports
  • Quarterly Cash Flow Analysis and Planning
  • 12 Hours Annually for Face-to-Face Meetings
    • Examples include, tax planning, financial statement review, retirement plan implementation, coordination of business and personal financial goals.¬†
  • Accounting Software
  • Unlimited Email Support
  • Annual Secretary of State Report

In an economic environment that is in constant flux, staying on top of your complex financial life is even more challenging.

Our Mission Statement

To serve as your trusted advisor in building lasting wealth