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Virtual CFO

Offering a robust line of products to meet your personal and business needs

Fast track growth, optimize cashflow and create a winning financial strategy with a Virtual CFO

Why hire a virtual CFO?

The median compensation for a Chief Financial Officer (CFO) in the U.S. as of April 2019 was $371,548 per year, according to Salary.com. Our Virtual CFO program offers small to mid-sized business full CFO services at a fraction of the price of a full-time staff member. Imagine being able to hire an experienced CFO for as little as $42,000 per year! No insurance costs, no worker’s compensation, no vacation time, no HR headaches.

Here's what we mean by Virtual CFO

For less than the salary of one mid-level financial professional, we can offer you a full suite of financial management software, budgeting, cash-flow management, financial forecasting, comprehensive financial reporting, tax planning and preparation, company-wide KPI tracking and goal management, and consistent and reliable financial strategy consulting. You have a dedicated U.S. based team of REAL people who know you by name, understand your company, and can anticipate your needs.

A partner for the duration

Our firm’s success is entirely measured in the successes of the organizations we serve. Our dedicated professional accountants and CFO's have over 100 years of combined experience serving businesses over countless industries. We fully understand the challenges business owners face and we know what it takes to overcome obstacles. Our focus is your success.

Scalable solutions to meet your needs

Cash Flow

$1,000/month

  • Cash flow management
  • Weekly cash flow meetings
  • Monthly guidance meeting

Controller

$2,500/month

  • Cash flow management
  • Weekly cash flow meetings
  • Monthly guidance meetings
  • Key Performance Indicator (KPI) definition
  • KPI tracking & maintenance
  • Trend analysis
  • Budgeting
  • Financial planning
  • Decision making
  • Communication board
  • Accounts receivable/credit management
  • Income taxes
  • Direct access to your team via exclusive VIP phone line

Virtual CFO

$3,500/month

  • Cash flow management
  • Weekly cash flow meetings
  • Monthly guidance meeting
  • KPI definition
  • KPI tracking & maintenance
  • Trend analysis
  • Budgeting
  • Financial planning
  • Decision making
  • Communication board
  • Accounts receivable/credit management
  • Income taxes
  • Direct access to your team via exclusive VIP phone line
  • Staffing analysis
  • Strategic planning
  • Credit card analysis