Virtual CFO Services

Our Virtual CFO Services go beyond the numbers and provide management with a strategic partner to help them navigate through the complexities and achieve success. This concept offers small businesses peace of mind that all of their core tax and accounting needs are being performed by experienced professionals. Additionally, outsourcing these tasks has proven to save overhead and payroll costs but most importantly it frees up valuable time, making the decision an easy one for small businesses everywhere. 

Consider the value our firm can provide by freeing up your valuable time allowing you to focus on growing your business and spending more time doing the things that matter most to you.  

Available Packages:

     Monthly Financial Statements Yes Yes Yes
     Tax Planning Yes Yes Yes
     Depreciation Schedules Yes Yes Yes
     Secure Online Portal Yes Yes Yes
     Email SupportUnlimited Unlimited Unlimited 
     Phone SupportUnlimited Unlimited Unlimited 
     Virtual MeetingsAnnually Semi-Annually Monthly 
     Dedicated Account ManagerYes Yes
     Accounts PayableYes Yes 
     Accounts ReceivableYes Yes
     Business Tax ReturnYes Yes 
     Individual Tax Return - -Yes 
     Mobile Access to PartnerYes 

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. 
Meet the team