REI CFO provides expert support for your budgeting needs, whether you require a full Budget Build or a simple Budget Rollover for the new fiscal year. We work directly within your accounting system to create or transfer accurate, efficient budgets that align with your financial strategy.

• Budget Build: Includes an in-depth process where we assist or lead in creating a new annual budget tailored to your investment goals.
• Deposit: $129.99
• Pricing: $249.99 to $999.99, with most clients paying around $550.
• Budget Rollover: A simpler service to seamlessly roll over last year’s budget into the new fiscal year while ensuring consistency and alignment.
• Deposit: $59.99
• Pricing: $139.99 to $349.99, with most clients paying around $250.

After the initial discovery call, we will furnish a detailed proposal and timeline. If applicable, the deposit will be credited toward the final project cost. This service is also included in our CFO and Portfolio Management Packages for ongoing financial oversight.