• Virtual CFO Services

  • Growing businesses will reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

    If you are in this position then we have the right solution for you. Our Virtual Part-Time Outsourced CFO service gives you a professional financial advisor who works with you to help guide your business to success for a fraction of that cost of a full time CFO. Get virtual accounting enterprise level resources that can scale without the extra HR and IT costs.

    Here's what you get with our Part-Time CFO services...

    • More time to focus on new services, new customers and other core business issues.
    • Better understanding of the financial side of your business.
    • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
    • A sounding board to help you with those tough business decisions and help you clarify your business plans.
    • The comfort from 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.
    • Training and managing your accounting staff.
    • Improved quality and timeliness of financial information.


  • Virtual CFO Plans & Pricing

    Monthly - Starting at
    $ 600

    Under 10 employees

    Service Level: Proactive

    Month-end Close

    Monthly Financial Statements

    Schedule Monthly Meetings (1)

    Full Service Payroll Add-on

    Online Support (Unlimited)


    Monthly - Starting at
    $ 900

    10-20 employees

    Service Level: Reactive

    Schedule Monthly Meetings (2)

    Full Service Payroll Add-on

    Online Support (Unlimited)

    Review of KPI's

    12-Month Forecasting

    Revenue Recognition


    Monthly - Starting at
    $ 1200

    All of Gold Service +

    20+ employees

    Schedule Monthly Meetings (5)

    Employee Benefit Plans

    Performance by Project

    Resource Planning



    Additional services that can be added on to any plan:

    • Budget preparation and monitoring.
    • Profitability analysis by service or product line.
    • Tax saving strategies.
    • Trend analysis.
    • Assistance in defining long-range plans and the quantification of goals.
    • Cash management.
    • Liaison with bankers, attorneys, vendors, insurance agents, etc.
    • Assistance in obtaining financing from banks, including assistance with negotiations.
    • Review/negotiation of insurance policies.
    • Development of accounting procedure manuals.
    • Analysis of equipment purchases, expansions, etc.
    • Mergers and acquisitions assistance
    • Collection policies and procedures
    • Paying Bills
    • Invoicing Clients
    • Employee Expense Tracking
    • Tax Planning & Projections
    • Business Tax Returns
    • Individual Tax Returns

    Available attest services include financial statement audits, compilations (also known as “write ups”), and reviews.

    The above chart breakdown indicates how we typically structure relationships with our clients. Each plan is à la carte, meaning we can customize our plans specific to you and your company's needs. Note the average price ranges for each level. We can offer you a clear, customized plan in just a one hour phone conversation, where we'll ask you questions about your business, your goals, and your budget.

    Schedule a consultation today!