Our Virtual CFO Service could be an ideal solution for your business if:

• You’re a growing service-based business seeking professional financial guidance but aren’t ready to commit to a full-time CFO or controller.
• You’re looking to replace an existing CFO and prefer a remote solution rather than an on-site presence.

We offer three distinct service levels, each customizable with additional a-la-carte options so you get precisely the support you need without unnecessary expenses.

Level 1: Virtual CFO (full-service)

Our Virtual CFO service connects you with a dedicated team of Accountants, CPAs, and a Tax Partner who collaborate closely with you to steer your business towards success. You’ll have a designated point of contact—a project manager—who ensures seamless operations even during absences. This service is tailored for growing service-based businesses in need of professional financial advice at a fraction of the cost of a full-time CFO.

Cost: Our Virtual CFO package costs a fraction of full time CFO, providing strategic support at a fixed, affordable rate.

Services Include: Managing bank relationships, conducting weekly meetings, forecasting, setting company-wide KPIs, and more.

Level 2: Controller

Our proactive Controller service pairs you with an experienced Controller who provides strategic financial advice essential for growth. This service is designed for businesses that require professional financial guidance but may not yet be able to afford a full-time Controller.

Level 3: Transactional

Our Transactional service offers essential accounting functions such as monthly financial statement preparation, balance sheets, industry comparisons, and more. This level is ideal for businesses needing foundational accounting support with an eye towards strategic planning.

Additional Services Available:

• Accounts Payable (Paying Bills)
• Accounts Receivable (Invoicing Clients)
• Payroll Management
• Cash Flow Management
• Business and Personal Tax Returns

Whether you’re scaling your operations or looking to optimize financial management, our Virtual CFO Services provide flexible, expert support to suit your business needs.