Tier 01
Essentials
$3,500/mo
Full bookkeeping management & controller foundation
✓ Full bookkeeping included — no volume limits
Bookkeeping Services
✓Bank & credit card reconciliation
✓Transaction coding & categorization
✓Accounts receivable management
✓Accounts payable management
✓Payroll processing coordination
✓Expense report processing
Controller Services
✓Monthly financial package (P&L, Balance Sheet, Cash Flow)
✓Month-end close management
✓AR & AP aging reports
✓Year-end close & CPA coordination
—Payroll oversight & compliance review
—Sales tax filing coordination
—Internal controls review
—Accounting team management
CFO Advisory
✓Cash flow monitoring & alerts
—13-week rolling cash flow forecast
—Annual budget & 12-month forecast
—Budget vs. actual variance analysis
—KPI dashboard setup & monitoring
—Banking & lender relationship management
—Quarterly strategic financial review
✓2× monthly owner advisory calls
—Scenario & sensitivity analysis
—M&A and due diligence support
—Investor & board reporting
—Pitch deck financials support
—Multi-entity consolidations
—Financial modeling builds
—Partner buyout & sale preparation
—HR/benefits compliance oversight
—Dedicated CFO point of contact
—Priority response commitment
Most Popular
Tier 02
Growth
$7,500/mo
Full controller + active CFO advisory
✓ Full bookkeeping included — no volume limits
Bookkeeping Services
✓Bank & credit card reconciliation
✓Transaction coding & categorization
✓Accounts receivable management
✓Accounts payable management
✓Payroll processing coordination
✓Expense report processing
Controller Services
✓Monthly financial package (P&L, Balance Sheet, Cash Flow)
✓Month-end close management
✓AR & AP aging reports
✓Year-end close & CPA coordination
✓Payroll oversight & compliance review
✓Sales tax filing coordination
✓Internal controls review
✓Accounting team management (optional)
CFO Advisory
✓Cash flow monitoring & alerts
✓13-week rolling cash flow forecast
✓Annual budget & 12-month forecast
✓Budget vs. actual variance analysis
✓KPI dashboard setup & monitoring
✓Banking & lender relationship management
✓Quarterly strategic financial review
✓Unlimited owner advisory access
—Scenario & sensitivity analysis
—M&A and due diligence support
—Investor & board reporting
—Pitch deck financials support
—Multi-entity consolidations
—Financial modeling builds
—Partner buyout & sale preparation
—HR/benefits compliance oversight
—Dedicated CFO point of contact
—Priority response commitment
Tier 03
CFO Partner
$10,000/mo
Full financial leadership & strategic support
✓ Full bookkeeping included — no volume limits
Bookkeeping Services
✓Bank & credit card reconciliation
✓Transaction coding & categorization
✓Accounts receivable management
✓Accounts payable management
✓Payroll processing coordination
✓Expense report processing
Controller Services
✓Monthly financial package (P&L, Balance Sheet, Cash Flow)
✓Month-end close management
✓AR & AP aging reports
✓Year-end close & CPA coordination
✓Payroll oversight & compliance review
✓Sales tax filing coordination
✓Internal controls review
✓Accounting team management (included)
CFO Advisory
✓Cash flow monitoring & alerts
✓13-week rolling cash flow forecast
✓Annual budget & 12-month forecast
✓Budget vs. actual variance analysis
✓KPI dashboard setup & monitoring
✓Banking & lender relationship management
✓Quarterly strategic financial review
✓Unlimited owner advisory access
✓Scenario & sensitivity analysis
✓M&A and due diligence support
✓Investor & board reporting
✓Pitch deck financials support
✓Multi-entity consolidations
✓Financial modeling builds
✓Partner buyout & sale preparation
✓HR/benefits compliance oversight
✓Dedicated CFO point of contact
✓Priority response commitment
Every tier above includes full bookkeeping — no transaction counts, no volume surcharges, no metering. Just need the books handled, without the CFO work? Bookkeeping-only engagements are available on request, quoted flat before we begin.
Transaction & Deal Advisory
Buying or Selling a Business?
Custom / Project-Based
Scoped and quoted per transaction
When you are buying or selling a business, the numbers decide the deal. Lopez CFO provides the financial analysis and CFO-level judgment owners and buyers need on both sides of a transaction — from first look through diligence to closing.
✓ Engage us for a single transaction — no monthly fractional CFO agreement required
For Buyers
Buy-Side Advisory
Know what you are buying before you commit
Scope of Work
✓Acquisition financial analysis
✓Quality of earnings / EBITDA normalization
✓Valuation and deal economics
✓Working capital and cash requirements
✓Debt-service and return analysis
✓Financial due diligence support
✓Deal structure and scenario modeling
✓CFO review before LOI or closing
For Sellers
Sell-Side & Exit Advisory
See what a buyer will see, before they do
Scope of Work
✓Exit-readiness financial review
✓EBITDA normalization and add-back analysis
✓Valuation-readiness assessment
✓Identification of issues that could reduce buyer value
✓Financial package / management reporting preparation
✓Buyer diligence support
✓Offer and deal-structure analysis
✓Sell-now vs. improve-and-sell-later modeling
Quoted based on transaction size, complexity, condition of the financial records, and scope of involvement.
Discuss Your Transaction →Lopez CFO provides CFO-level financial analysis and decision support only. We do not broker business sales, source buyers or sellers, provide legal advice, or provide investment banking services.
Beyond The Package
Need Something Outside Your Tier?
Project work such as multi-entity consolidations, financial modeling builds, pitch deck financials, and HR/benefits compliance oversight is available to Essentials and Growth clients at a separately quoted flat rate — and is already included in CFO Partner. Quoted in writing first. No hourly surprises, ever.
Ask About Project Work →Common Questions
Everything You Need to Know
Is bookkeeping included, or billed separately?
Included — in every tier, at no extra charge, at any transaction volume. Most firms sell CFO advisory and then bill bookkeeping on top, or meter it by transaction count. Here your books and your strategy are one price. If you only want the bookkeeping and none of the CFO work, that’s available as a standalone engagement on request — just ask on the call.
Is there a long-term contract?
No. All plans are month-to-month with 30 days’ written notice to cancel. We earn your business every single month.
Are there any hourly charges or overages?
Never. Every plan is a flat monthly fee, and bookkeeping volume is not metered. If you need project work outside your tier, we’ll quote it at a fixed rate before anything begins — no surprise invoices.
What size businesses do you work with?
We primarily serve South Florida businesses with $1M–$20M in annual revenue. Reach out and we’ll tell you honestly if we’re the right fit.
How quickly can I get started?
Most clients are fully onboarded within one week of the discovery call. We define scope, gather access credentials, and begin your first monthly close right away.
What accounting software do you work with?
We work with QuickBooks Online, Xero, and FreshBooks. If your books are in a different system, let us know during the discovery call and we’ll assess compatibility.
What happens on the free discovery call?
We spend 30 minutes understanding your business, current financial situation, and goals. We’ll confirm the right tier and walk you through onboarding. No pressure, no sales pitch.