o   Virtual Accounting: We handle your basic financial needs like month-end close, reconciliation of bank accounts, and preparation of financial statements. This service focuses on maintaining accurate historical records.

o   Virtual Controller: In addition to bookkeeping, we take a proactive role in overseeing your internal financial processes like accounts payable, receivable, and payroll. We help you plan for the future with budgeting and financial insights.

o   Virtual CFO: This is the highest level of service, where we act as your strategic partner in financial decision-making, offering forecasting, strategic planning, and regular meetings to guide your business growth.

Many businesses who have a need for the CFO level already have an in-house bookkeeper. To avoid duplicating efforts and keep costs flexible, we offer bookkeeping as an optional add-on for clients who need it. During your discovery call, we’ll discuss whether bookkeeping services should be included in your package.

We recommend Accounting Services if you’re focused on maintaining accurate records but don’t need much forward-looking planning. A  Controller is best if you want a more proactive approach to manage financial processes and begin planning for growth. A CFO is ideal if you need full financial leadership and a strategic partner to help guide your business decisions.

If you’re unsure, schedule a discovery call with us, and we’ll help you choose the right service for your needs.

A full-time CFO can cost between $150,000 and $480,000 annually. Our CFO services provide you with the same strategic insight and financial leadership without the cost of hiring someone full-time. You get expert advice, regular meetings, and proactive financial management tailored to your business, all for a fraction of the cost.

We recommend a discovery call to ensure that we fully understand your business’s unique financial situation and needs before providing an exact quote. Every business has different challenges, goals, and processes, so a one-size-fits-all pricing approach wouldn’t give you the best value.

During the discovery call, we:

o   Dive deeper into your current financial structure, goals, and any challenges you’re facing.

o   Assess which services are most relevant to your needs, whether it’s accounting, controller, or CFO-level services.

o   Customize our offerings to ensure you’re only paying for what your business truly requires, without unnecessary costs.

o   This call allows us to create a tailored plan and provide you with a transparent, accurate quote that reflects the scope of work needed to support your growth, ensuring there are no surprises later.