Information

Virtual CFO
Services

Transform Your High-Revenue Business with Strategic Financial Insights and Personalized Consulting Services

Apply Now

Let's Break Down the Process

Discover a clear path to leveling up your financial reporting and acquiring expert business coaching and consulting
01

Personalized Strategy Call

We begin with a 90 minute Business Navigator consultation where we will review your current financials, provide you with some key insights, and discuss your personal and business goals to get a better understanding of how we can best serve you.
We will also begin gathering the required information needed to complete the onboarding process.

02

Follow up Strategy Call

After we have completed the onboarding process we will have a follow up call to discuss the new processes and review any details that need to be covered.

03

Implementation and Maintenance

Your Virtual CFO Plan will kick into gear immediately after the follow up call, and is intended to provide ongoing support for you as you navigate your daily business operations, helping you  find peace in knowing that you have a trusted partner to embark with on your financial journey.

Who This Is For

1

High-Revenue Businesses:

Businesses grossing $250,000 or more in revenue. This service is tailored to meet the needs of companies with substantial income, aiming to manage and allocate their finances more efficiently.

2

Businesses Undergoing Changes:

Companies that are currently undergoing significant changes, whether in terms of structure, market focus, or scaling efforts. This service offers the strategic guidance needed to navigate through periods of transition smoothly.

3

Scaling Businesses:

Entrepreneurs who are looking to scale their operations and need expert advice on financial planning and growth strategies. This service provides the insights and tools necessary for sustainable expansion.

4

Businesses Seeking Enhanced Financial Reporting:

For those who aim to level up their financial reporting and forecasting capabilities. This service is ideal for businesses that require detailed financial analyses to make informed decisions.

5

Businesses in Need of Ongoing Coaching:

Companies looking for ongoing business coaching and consulting to maintain or improve their operational efficiency and profitability. This service offers continuous support and advice tailored to your business's unique challenges and goals.

6

Entrepreneurs Looking for Strategic Advice:

Business owners who value strategic advice on how to run their business more efficiently and profitably. The service is designed to provide actionable insights and strategies that align with your business objectives.

Our Pricing

Choose a plan that’s right for you

The Seasoned Business Owner Or Investor
Virtual CFO Plan

Perfect for business owners or investors who have up to two business entities or real estate investments

Annual Budget Reports

Bi-Annual Cash flow forecasting and Profit Plan Reports

Monthly bookkeeping and accounting reviews to ensure financial accuracy

Quarterly Video Calls to review metrics such as:

Key Performance Indicators

Profitability Metrics such as breakeven analysis, margin of safety etc.

Cash Flow Analysis

Divisional Analysis (if applicable)

Goal Setting 

Client Coaching and Consulting

Monthly Bookkeeping and Payroll Services which includes:

Quickbooks Online Essentials Subscription

Quickbooks Online Payroll Subscription- up to 5 employees

Monthly transaction categorization- up to 3 accounts

Monthly account reconciliations

Monthly financial statement clean-up

Payroll filing and deposits per the IRS required schedule

1099 preparation and filing

Client or staff coaching on QBO processes to ensure client is empowered to understand and work in their own books

Prioritized Communication System and Access to our Amazing Referral Partners

From$4,000/month

+one-time onboarding fee starting at $6,000

Get Started

The Emerging Business Owner Or Investor
Virtual CFO Plan

Perfect for business owners or investors who have one business entity or real estate investment

Annual Budget Reports

Annual Cash flow forecast and Profit Plan Reports

Quarterly Video Calls to review metrics such as:

Key Performance Indicators

Profitability Metrics such as breakeven analysis, margin of safety etc.

Cash Flow Analysis

Divisional Analysis (if applicable)

Goal Setting 

Client Coaching and Consulting

Monthly Bookkeeping and Payroll Services which includes:

Quickbooks Online Essentials Subscription

Quickbooks Online Payroll Subscription- up to 5 employees

Monthly transaction categorization- up to 3 accounts

Monthly account reconciliations

Monthly financial statement clean-up

Payroll filing and deposits per the IRS required schedule

1099 preparation and filing

Client or staff coaching on QBO processes to ensure client is empowered to understand and work in their own books

Prioritized Communication System and Access to our Amazing Referral Partners

From$2,000/month

+one-time onboarding fee starting at $3,000

Get Started

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