CFO 

PACKAGE

A PERFECT ACCOUNTING SOLUTION FOR SMALL BUSINESSES!

THE BENEFITS ARE AMAZING!

It's not every day you find a real, honest to goodness deal that's just too good to pass up. This is one of those deals. 

 

These are some of the benefits you can expect by becoming a bedrock CFO client

  • Security and piece of mind knowing your accounts are current

  • Reduce stress from financial management so your company accounting is more efficient

  • All of your tax and business questions answered

  • A Weekly mastermind for business and tech management

  • Up to 7 accounts reconciled a month, have more than 7... we do that too, just ask for an upgrade.

  • If you are a lawyer, doctor or real estate agent that needs to get a handle on your escrow accounts we got you covered

  • Guaranteed privacy and confidentiality

  • Our services makes accounting simple

MY PERSONAL GUARANTEE TO YOU

Business is not easy, it can get complicated and confusing. My team will help you make it simple, fun and profitable.   

 

I've been in business since I was 10 years old and ran a casino night in my driveway. Unfortunately, my parents shut me down and I vowed to become a CPA and never let that happen to any of my clients! 

 

I've condensed over 50 years of experience down to two sentences but the fact is that I've been, and always will be fighting for my clients success. Life is tough and being in business makes it even tougher. I'll use all of my God given talents, experience, tools and resources to help you succeed. My team and I will always have your back, guaranteed!

 

Joe DiChiara, CPA



What is a CFO?

It's like having your own accounting team!

CFO TIER PACKAGE

Find a plan that’s right for you.

​Monthly

  • Reconcile 3 Bank Accounts

  • Reconcile 2 Credit Cards

  • Track payments from 5 pay servers

  • Yearly Profit and Loss Reports

  • Unique Secure Client Portal

CFO PROFESSIONAL PACKAGE

$197

Monthly
  • Reconcile up to 7 Accounts

  • Reconcile 5 Credit Cards

  • Track payments from unlimited pay servers

  • Quarterly Profit and Loss Reports

  • Secure management of up to 5 escrow and brokerage accounts

CFO

SIGNATURE  PACKAGE

$397

Monthly

  • Reconcile up to 10 Accounts

  • Unlimited Credit Card Reconciliation

  • Quarterly 1-1 Meeting with Accountant

  • Monthly Profit and Loss Reports

  • Secure management of up to 10 escrow and brokerage accounts


Other features if you purchase one of the package:

  • Access to a Money Networking Mastermind
  • Access to a Tech Learning Mastermind
  • Free Marketing on our Social Pages 
  • Separate Personal Accounts From Business
  • A Personal Account Liaison 
  • Tax Saving Suggestions 
  • Bedrock Community Support
  • Email and Chat Support

If It's About Personal Accounting, Business or Taxes My Team & I Got Your Back!

"Joe helped me get straight with escrow accounts for real estate management and improved my business execution."

 

 

 

 

Linda Kaye

"Joe is the titan accounting professional for solopreneurs! If you're in start-up mode, or your financial books are a mess, Joe and his team are the warriors you need to navigate the minefields of monthly financial reports and tax preparation. Do your business a favor: hire Joe!"

Larry Broughton

"Joe helped create a cash flow in my business when I thought it wasn't possible during the pandemic."

 

 

 

 

 

Marisa Pasquini