Virtual CFO Services

Small and Medium Size Businesses Often Need CFO Level Expertise But Cannot Afford A Full-Time CFO

Our Virtual CFO Services are designed for small and medium sized companies who need professional financial management at a price that is far lower than hiring a full-time CFO or controller.

Complete Business Accounting, Bookkeeping and Financial Management

Our CFO Services include full day-to-day accounting and bookkeeping for all business transactions. We include accounts payable, accounts receivable, payroll and complete tax compliance.

Payroll Processing, Payroll Tax, Sales Tax and Income Tax Preparation

We include full service payroll processing, payroll tax compliance, sales tax return preparation and income tax return preparation.

Integration with All Major Accounting Software Applications

We work with every major accounting software application available. We will integrate our CFO services with any accounting software system you are currently using.

Watch Your Business Performance Soar

Once you have started using our CFO services you will see improved business performance. The time you will save can be reinvested into optimizing and growing your business instead of day-to-day accounting and tax requirements.

Are You Ready To Start Saving Time and Growing Your Business?





Virtual CFO Service Explained

Our team of experienced public accountants, bookkeepers and tax experts will design a customized Virtual CFO Service plan specifically for your business. The service can be tailored to include as few or as many services needed for your business. The sample plans below are just examples of what can be included (or removed) from your customized Virtual CFO Services plan.

The cost to hire a full-time CFO can range from $75,000 to over $200,000 per year. You can obtain our Virtual CFO Services at a fraction of this cost and still receive all the benefits of professional CFO expertise.

If you have a growing business our Virtual CFO Services are an ideal solution to outsource the day-to-day accounting, bookkeeping, tax compliance and overall financial management requirements for your business. Our affordable pricing plans make a Virtual CFO an attractive, viable option that will save you thousands of dollars per month compared to hiring a full-time CFO. We work with all types of businesses in all industries. Some of the services we include are outlined below:

  • Monthly, Quarterly and Annual Financial Statement Preparation (Complete Monthly Financial Statements Including Balance Sheet, Income Statement, Budget to Actual Comparison, KPI Analysis, Cash Flow Statement and More)
  • Tax Planning (We Will Help You Reduce and Minimize Your Business Income Taxes)
  • Business Income Tax Return Preparation (Accurate, Professional Business Income Tax Return Preparation and Compliance)
  • Bank Account Reconciliations (We Will Reconcile All Business Checking and Savings Accounts)
  • Credit Card Reconciliations (We Will Reconcile All Business Credit Card Accounts)
  • Accounting for Loans and Lines of Credit (Accounting for Loans and Lines of Credit Can Be Hard - We Make It Easy)
  • Accounting for Depreciation and Amortization (We Take Care of All Asset, Depreciation and Amortization Accounting)
  • Email Support (Unlimited Email Support For All Accounting and Business Finance Matters)
  • Phone Support (Unlimited Phone Support For All Accounting and Business Finance Matters)
  • Sales Tax Return Preparation (We Prepare All Necessary Sales Tax Returns for Your Business)
  • Virtual Meetings (On-Demand Virtual Meetings Available Any Time)
  • Accounts Payable Assistance Processing and Management (Manage Vendor Bills, Coordinate Payments, Manage Vendor Balances)
  • Accounts Receivable Processing and Management (Invoicing, Statements, Collections, Customer Payment Processing)
  • Payroll Processing with Direct Deposit and Payroll Tax Deposits (Complete Payroll Processing, Direct Deposit and Payroll Tax Compliance for Unlimited Employees/Contractors)
  • Cash Flow Management (We Will Analyze Cash Flow Requirements and Advise on Cash Flow Demands Every Month)
  • 12 Month Forecasting (Our Proprietary Forecasting System Will Project Your Business Performance For The Coming 12 Months)
  • Bank Relationships (We Will Manage Bank Relationships and Operate as a Central Point of Contact For Your Banking, Loan and Line of Credit Relationships)
  • In Person Director's Meetings At Your Location (In Person Meetings At Your Location)
I Would Like More Information About Virtual CFO Services

Virtual CFO Service Benefits

Your business will benefit immediately from our Virtual CFO Services. It takes approximately 1-2 weeks for our team to create your CFO Service plan and get up-to-speed on your business processes, systems and requirements. After that time you can expect to see a substantial improvement in your business performance, efficiency and profits. Some of the benefits are clients experience include:

  • More time to grow their business sales and profits. No more time wasted managing day-to-day accounting, bookkeeping and business finances. Our Virtual CFO team will handle all financial details giving you the opportunity to work on your business instead of working in your business.
  • Clear, concise financial statements and reports that will provide you with key insight into your business performance. You will be in a position to make better strategic decisions for future business growth.
  • Controlled costs and expenses. You will be able to see the costs and expenses that may be draining your business cash flow and profits. Our CFO team will assist you with reducing and controlling business costs and expenses. The end result is increased profits.
  • Save thousands of dollars per month and per year compared to hiring a full-time CFO or controller.
  • Professional advice and consultation on key business matters. You will have an on-call business partner to discuss business ideas, questions and strategies.
  • Accurate, timely financial reporting. You will receive extremely accurate financial reports within 5 days after the close of each month. Reports can also be provided on a weekly basis if requested.
  • The security and comfort that comes with knowing that your business financial matters are being supervised, monitored and continually improved by a team of highly-experienced accounting, finance and business management professionals.
  • Financial controls and internal control measures to insure your business is not prone to employee theft or mismanagement.
  • Effective cash management. We will work with you to manage expenses in order to maximize cash flow. We will also work with you to establish and build an appropriate cash reserve.
  • Short term and long term planning and goals. We will work with you to define and achieve short term and long term goals for your business.
  • Assistance with bank financing including negotiations.
  • Defining and developing accounting procedures for your business.
  • Assistance with possible mergers, acquisitions or sale of your business.
I Would Like More Information About Virtual CFO Services

Complete CFO Services Including Business Financial Management, Accounting, Bookkeeping and Payroll Services for One Affordable Fixed Price

 

Starter

Moving Up

Established

Large Corporate

Monthly Financial Statements

(Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)

X

X

X

X

Tax Planning

X

X

X

X

Business Tax Return

X

X

X

X

Bank Account Reconciliations

X

X

X

X

Credit Card Account Reconciliations

X

X

X

X

Email Support

Unlimited

Unlimited

Unlimited

Unlimited

Phone Support

Unlimited

Unlimited

Unlimited

Unlimited

Sales Tax Return Preparation

X

X

X

X

Virtual Meetings

Not Included

1 Per Month

2 Per Month

1 Per Week

Accounts Payable

(Manage Vendor Bills, Coordinate Payments, Manage Vendor Balances)

Not Included

X

X

X

Accounts Receivable

(Invoicing, Statements, Collections, Customer Payment Processing)

Not Included

X

X

X

Payroll Processing and Payroll Tax Compliance

(Full Service Payroll Processing for Unlimited Employees and Contractors. Includes Direct Deposit and Complete Payroll Tax Compliance)

Not Included

X

X

X

Cash Flow Management

(We Will Review Cash Flow Demands For 2, 4, 6 and 8 Week Periods)

Not Included

X

X

X

12-Month Forecasting

(Plan For Future Business Growth With a 12 Month Cash-Flow Forecast)

Not Included

Not Included

X

X

Bank Relationships

(We Will Be A Central Point of Contact For All Banking, Credit Line and Loan Accounts)

Not Included

Not Included

X

X

In Person Director's Meetings At Your Location

Not Included

Not Included

Twice Per Year

Four Times Per Year

Monthly Price

$250.00

$750.00

$1,200.00

$3,500.00

Are You Ready To Start Saving Time and Growing Your Business?





Are you ready to start saving time and growing your business?