Virtual CFO Services

Small businesses that hire a Virtual CFO get access to an experienced financial professional at a fraction of the cost of a full-time CFO. The services will differ from firm to firm, but usually a Virtual CFO will:

  • Handle all the duties of a traditional CFO, but work remotely and on a part-time basis.
  • Monitor the financial health and well-being of the business, usually with cloud technology.
  • Offer financial insight and guidance on all company decisions and issues.
  • Provide back-office functions such as managing accounts ledgers, depending on the client and their needs.

Virtual CFO Services

icon-fin-report-02Financial Reporting

Detailed Financial Reports

Keep an eye on the Heart of Your Business.

Keeping your books is only part of the process. We want our clients to grow as business-owners, so we prepare, provide and review monthly financial reports with you so you can see exactly what is happening in your business, project and forecast for future growth.

Every month, we will review with you:
  • KPI Reporting
  • Cash Flow Forecasting
  • Risk Management
  • Business Valuations
  • Burn Rate Analysis
  • Strategic Planning
  • Technology Consulting

Call Today for a Free Consultation (866) 364-2228

Quickbooks Online Setup and Implementation

Managing your accounting can be ugly – but it doesn’t have to be. In fact, it can be beautiful!

We provide a detailed review of all current accounting processes and systems to get a complete grasp how your business is currently operating. The whole process is divided into 3 phases:

  1. Customer Assessment
  2. Workflow Design
  3. Implementation & Training.

Then, we use our business experience and our knowledge of the Quickbooks Online Ecosystem to help us you see the biggest areas for operational and financial improvement. Combining the best practices in business workflow with modern technology, we create an efficient and scalable back-office for your company.

These changes allow your company to make quick decisions and to operate more efficiently at lower cost.

Once you’re all set up, we will teach you everything you need to know about Quickbooks Online, so that you can do your part.

Flat Pricing to Fit Your Needs

Virtual CFO Services with no hidden charges. No long term commitment. No cancellation fees.

Our rates start at $1,200/month!