Accounting & CFO Services

Every serious business owner understands the value of securing an Accountant for your business.
SCHEDULE A DISCOVERY CALL

Accounting + CFO Services

Every serious Business Owner understands the value of securing an Accountant for your business.
SCHEDULE A DISCOVERY CALL

 

Every business needs a Full Financial Accounting service in place to ensure that you have a good handle on the accounting compliances and finances. Our monthly Virtual CFO & Accounting service provides you with a little extra.  Here you get  your traditional accounting services and ways to streamline your financial needs with some custom KPI's, to help you scale and be ahead of it all.  

IDEAL FOR: Businesses that generate 6-7 figures annual gross revenue and are in need of an Outsourced CFO to ensure that the daily financial needs are intact. If you’re ready to take your business to the next level, then treat your business with the CFO it deserves.

 

Traditional Accounting with CFO Services 

Virtual CFO

Basic Package

$499/Monthly

Includes:

  • QuickBooks Online
  • Up to 3 Bank/Credit Card Accounts
  • Less than 90 transactions monthly
  • Monthly Reconciliations
  • Monthly Financial Statements
  • 1 1/2 Hours of Support to answer any questions (via Teams, Zoom, Email, and phone)
  • Quarterly Financial Call - provide insights into cash-flow projections and tax optimization Initial
  •  Set-up Fee - $299  

Add ons:

  • Payroll Administration
  • Contractor Management
  • Tax Planning/Preparation
  • Billing Payment
  • Client Invoicing
GET A CFO

Virtual CFO

Plus Package

$899/Monthly

Includes:

  • QuickBooks Online
  • Up to 5 Bank/Loans/Credit Card Accounts
  • Less than 200 transactions monthly
  • Vendor Management
  • Billing/Invoicing
  • 1099 Contract Management
  • Monthly Reconciliation 
  • Monthly Financial Statements
  • 4 Hours of Support to answer any questions (via Teams, Zoom, Email, & phone)
  • Monthly Virtual CFO Conference Call
  • Quarterly Financial Call - provide insights into cash-flow projections and tax optimization Initial
  • Set-up Fee - $299  

Add ons:

  • Payroll Administration
  • Contractor Management
  • Tax Planning/Preparation
  • Billing Payment 
  • Client Invoicing Price Varies "Call for Consultation
GET A CFO

Virtual CFO

VIP Package

$1,199/Monthly

Includes:

  • QuickBooks Online
  • Up to 10 Bank/Loans/Credit Card Accounts
  • Less than 2000 transactions monthly
  • Vendor Management
  • Billing/Invoicing
  • 1099 Contract Management
  • Monthly Reconciliation 
  • Monthly Financial Statements
  • Unlimited Support to answer any questions (via Teams, Zoom, Email, & phone)
  • Monthly Virtual CFO Conference Call
  • Quarterly Financial Call - provide insights into cash-flow projections and tax optimization
  • Payroll Administration (Up to 30 Employees)
  • Business & Personal Tax Planning/Preparation
  • Client Management
  • Invoicing (Up to 100 Invoices)
  • Initial Set-up Fee - $299   Price Varies with greater transactions "Call for Consultation"
GET A CFO