Virtual CFO Service

Our Virtual CFO Service may be a perfect fit for you if:

  • you're a growing service-based business that now needs professional financial advice but can't yet afford a full-time CFO or controller.
  • you're an existing business that's looking to replace an existing CFO and don't need an on-site CFO on a daily basis.

No matter the size of your business, we provide the expertise, direction, and concentration of an in-house CFO. We just do it remotely as a consulting service.

We offer three different service levels, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need.

Level 1: Virtual CFO (full-service)

Our Virtual CFO service provide companies with insight into their future. Unlike traditional accounting, this service addresses how companies project and plan the business's future to enable growth and to reach its full potential. Your goals are our goals: We want to maximize shareholder value, accelerate growth, and achieve profit goals.


You’ll have one distinct point of contact, a project manager of sorts, which will enhance efficiencies such as time, money, and management. If you’re a growing service-based business that now needs professional financial advice, but can't afford a full-time CFO or controller, our Virtual CFO Services are a perfect fit.

How much does a full-service Virtual CFO cost?

The cost of hiring a full-time CFO can range from $175,000 to $480,000 per year plus bonuses, vacations, and other benefits. Our Virtual CFO services provide you with the experience of a big-business C-level executive, at an affordable fixed cost. Our average Virtual CFO package costs $1,325 per week (less than $70,000 per year). For a breakdown of our Virtual CFO pricing options, visit our pricing page.

What do Virtual CFO services include?

Service includes: bank relationships, weekly meetings, forecasting, company-wide KPIs, and much more.

Level 2: Controller

Our proactive Controller service partners you up with an experienced Controller who works with you to help guide your business to success. If you’re a growing service-based business that now needs professional financial advice, but can't afford a full-time Controller, our Controller Services are a perfect fit.

Our Controller services provide you with experienced support for strategic planning, accounts payable and receivable, tax returns, and detailed forecasting---all at the fraction of the cost of a full-time Controller. We get into more strategic cash flow management and dynamic forecasting. Careful, clear planning and transparent data enable companies to achieve their goals. If you're ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

For a breakdown of our Virtual CFO pricing options, visit our pricing page.

Level 3: Transactional

Our Transactional service provides you with traditional accounting services such as preparing your monthly financial statements. We review the information at month end close and adjust to accrual accounting. Essentially, we perform a mini-audit each month to ensure information is complete and accurate. Without accurate financial statements, a business cannot react properly to the business environment.  We're experts in laying a solid financial foundation to help your business accelerate.

 For a breakdown of our Virtual CFO pricing options, visit our pricing page.

In addition, we offer the following a-la-carte services:

  • Cash Flow Management
  • Business and Personal Tax Returns
  • Paying Bills (Accounts Payable)
  • Invoicing Clients (Accounts Receivable)
  • Payroll Management
  • Credit Card Receipt Tracking
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