A STRATEGIC VIRTUAL CFO TEAM THAT HELPS GOOD BUSINESSES BECOME GREAT
Take advantage of a strategic, dedicated virtual CFO team that provides comprehensive accounting, financial management and critical strategic guidance that will help shape and shift your business performance.
RESULTS THAT EXCEED EXPECTATIONS
Of Our Clients Realize Immediate Efficiency Gains and Cost Reductions
1
%
Of Our Clients Realize Increased Revenues Within One Year
1
%
Of Our Clients Generate Increased Net Profits within one year
1
%
Ready To Save Time and Grow Your Business?
SMALL AND MEDIUM SIZE BUSINESSES NEED CFO LEVEL EXPERTISE
Hiring a full-time CFO is cost prohibitive and inefficient for most SMB enterprises.Â
TRADITIONAL ACCOUNTING & BOOKKEEPING SERVICES HAVE FALLEN BEHIND
They cannot meet the demands of modern businesses and often lack the technology applications and expertise required in today’s marketplace.
Ready To Skyrocket Your Business Performance?
INTEGRATE WITH A FLEXIBLE VIRTUAL CFO TEAM THAT USES THE TECHNOLOGY YOU USE
STOP LOOKING AT YOUR BUSINESS THROUGH THE REAR VIEW MIRROR
Traditional accounting firms focus on historical financial performance. Our strategic virtual CFO service focuses on the future by leveraging the power of historical data with modern tools and analytics. The result: we can identify what has happened, what will happen next and what we can do as a team to shape and shift the performance of your business.
START USING HISTORICAL DATA TO PREDICT FUTURE PERFORMANCE
Start leveraging the power of CFO level expertise, historical data and modern analytics to improve your business performance.
CRITICAL PROBLEMS WE WILL SOLVE
WHAT MAKES US DIFFERENT?
What makes our virtual CFO solution different than others? A team with extensive multi-industry experience. A dedicated team approach and a technology oriented focus set us apart from the rest.
Experience
Each team member has a minimum of 10 years experience in management accounting and business finance.
Dedicated Team
You receive a dedicated team of CFO, accounting and business finance experts. We are not a staffing agency like some CFO firms.
Technology
We use the latest technology and our tech stack likely rivals your own. We can adapt to any technology you are using.
Service & Support
Our approach to service is simple. The customer is always right. We are known for providing award winning service and support.
GIVE US A CHANCE AND OUR VIRTUAL CFO TEAM WILL EXCEED YOUR EXPECTATIONS
We offer several virtual CFO service plans with price points that work in all growth stages. All plans include critical accounting, bookkeeping, financial management, tax and strategic advisory services that will help your business grow.
Accounting & Bookkeeping
We manage all day-to-day accounting and bookkeeping functions for your business.
Complete Financial Management
Our team will complete any necessary financial management tasks as needed.
Financial Reporting & Analysis
Extensive, fully customized financial reporting and KPI analysis.Â
Strategic Advisory & Guidance
We will be your trusted advisor by providing customized strategic guidance and advice.
Professional Support & Client Service
A team of dedicated business finance and accounting professionals will be ready to help you and provide support on demand.
Tax Compliance & Management
We will manage all tax obligations and provide effective strategies to reduce your income tax obligations.
Ready To Save Time and Grow Your Business?
VIRTUAL CFO PLANS TO HELP YOU SCALE YOUR BUSINESS
Startup
$475/month
- Review & Record All Monthly Business Transactions
- Bank, Credit Card & Loan Account Reconciliations
- Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
- Monthly Performance Reports & KPI Analysis
- Financial Planning & Analysis
- Tax Planning
- Business Tax Return
- Email and Phone Support
- Annual 1099 Preparation
- Sales Tax Return Preparation
- Virtual Meetings
- 12-Month Forecasts
- Customized Projections, Planning and Analysis
- Accounts Payable Management
- Accounts Receivable Management
- Payroll Processing and Payroll Tax Compliance
- Cash Flow Management
- Bank Relationships
- In Person Director's Meetings At Your Location
Growth
$1,100/month
- Review & Record All Monthly Business Transactions
- Bank, Credit Card & Loan Account Reconciliations
- Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
- Monthly Performance Reports & KPI Analysis
- Financial Planning & Analysis
- Tax Planning
- Business Tax Return
- Email and Phone Support
- Annual 1099 Preparation
- Sales Tax Return Preparation
- Virtual Meetings
- 12-Month Forecasts
- Customized Projections, Planning and Analysis
- Accounts Payable Management
- Accounts Receivable Management
- Payroll Processing and Payroll Tax Compliance
- Cash Flow Management
- Bank Relationships
- In Person Director's Meetings At Your Location
Established
$2,125/month
- Review & Record All Monthly Business Transactions
- Bank, Credit Card & Loan Account Reconciliations
- Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
- Monthly Performance Reports & KPI Analysis
- Financial Planning & Analysis
- Tax Planning
- Business Tax Return
- Email and Phone Support
- Annual 1099 Preparation
- Sales Tax Return Preparation
- Virtual Meetings
- 12-Month Forecasts
- Customized Projections, Planning and Analysis
- Accounts Payable Management
- Accounts Receivable Management
- Payroll Processing and Payroll Tax Compliance
- Cash Flow Management
- Bank Relationships
- In Person Director's Meetings At Your Location
Venture
$4,000/month
- Review & Record All Monthly Business Transactions
- Bank, Credit Card & Loan Account Reconciliations
- Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
- Monthly Performance Reports & KPI Analysis
- Financial Planning & Analysis
- Tax Planning
- Business Tax Return
- Email and Phone Support
- Annual 1099 Preparation
- Sales Tax Return Preparation
- Virtual Meetings
- 12-Month Forecasts
- Customized Projections, Planning and Analysis
- Accounts Payable Management
- Accounts Receivable Management
- Payroll Processing and Payroll Tax Compliance
- Cash Flow Management
- Bank Relationships
- In Person Director's Meetings At Your Location
Enterprise
$7,750/month
- Review & Record All Monthly Business Transactions
- Bank, Credit Card & Loan Account Reconciliations
- Monthly Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, Budget to Actual Comparison)
- Monthly Performance Reports & KPI Analysis
- Financial Planning & Analysis
- Tax Planning
- Business Tax Return
- Email and Phone Support
- Annual 1099 Preparation
- Sales Tax Return Preparation
- Virtual Meetings
- 12-Month Forecasts
- Customized Projections, Planning and Analysis
- Accounts Payable Management
- Accounts Receivable Management
- Payroll Processing and Payroll Tax Compliance
- Cash Flow Management
- Bank Relationship Management
- In Person Director's Meetings At Your Location
Find Us
- 66 W Flagler St, Miami, FL 33130
- +1 904 834 5249
- [email protected]
- Additional Offices Available:
- Newport Beach, CA
- Northfield, IL
- Palm Coast, FL
- Ponte Vedra Beach, FL