Virtual CFO Services

Our Virtual CFO Services go beyond the number crunching to providing businesses with a trusted advisor helping them navigate through the complexities of running a business.

While having peace of mind that your core accounting, tax and payroll needs are being performed by experienced professionals is nice, we believe that businesses should surround themselves with an "A Team" of advisors including their accountant, attorney, banker, financial advisor and insurance agent. We look forward to being a part of your "A Team"! 

Choose from our CFO or CFO Plus turn-key packages with the main difference between the two packages being whether or not we manage accounts payable functions:




     General Ledger

       Reconcile bank accounts Yes Yes
       Properly classify transactions in accounting solution Yes Yes
       Properly classify credit card transactions in accounting solution Yes Yes

     Accounts Payable

       Process bills & vendor payments-Yes
       Track credit card expenses - Yes
       Process employee expense reports - Yes
       Prepare annual 1099's for independent contractors - Yes
       Provide mobile & online access to paid invoices and vendor information - Yes


       Preparation of business income tax returns Yes Yes


      Monthly financial statements Yes Yes
      Prepare monthly budget reports Yes Yes
      Tax planning Yes Yes
      General business consulting Yes Yes
      Strategic planning session Annually Semi-Annually


      Process employee pay checks Yes Yes
      Remit payroll taxes to appropriate agencies Yes Yes
      Prepare & efile payroll tax returns Yes Yes
      Mobile & online access to employee self-service Yes Yes
      Provide employer mobile & online access to payroll records Yes Yes
      Prepare & efile annual W-2's Yes Yes
    (payroll services administered by affiliated company Premier Payroll Professionals, LLC)


Key Benefits:

  • More time to focus on new services, new customers and other core business issues. Let our Virtual CFO focus on the numbers and you can focus on the business.
  • Better Understanding of the financial side of your business, so you have fewer surprises and more control over the money. 
  • Improved decision-making capabilities from clearly seeing the true numbers of your business. Our clients typically meet with one of our Virtual CFO's on a monthly basis to review their financial position in detail.
  • Readily available advisors to help you with those tough business decisions.
  • The comfort of knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits. 
  • Improved quality and timeliness of financial information.
  • Tax planning is extremely important for a growing business. Our Virtual CFO team monitors your tax situation to ensure funds are set aside for taxes and there are no surprises at tax time.
  • Our team will act as a liason with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from financial institutions.
  • Cost savings! The cost of hiring a full-time CFO can range from $120,000 to over $200,000 per year, plus bonuses and benefits. Our Virtual CFO service can provide you with an experienced support team at the fraction of the cost.