Virtual CFO Services
Financial leadership without the cost of a full-time CFO.
CPA-led financial leadership in a flexible, subscription-based format — without the overhead of an internal finance team.
Book a Free ConsultationChoose Your Service Level
All prices are "starting at" — final quotes customized to your business.
Virtual CFO
For businesses $1M–$15M+ needing proactive financial leadership.
- → Online financial reporting & dashboards
- → Month-end close
- → Monthly performance meetings
- → 36-month dynamic forecasting
- → KPI tracking & benchmarking
- → Cash flow management
- → Unlimited advisory support
- → Bank relationship management
- → Exit planning guidance
Virtual Controller
For businesses needing strong financial controls and reliable reporting.
- → Online financial reporting
- → Month-end close
- → Monthly performance meetings
- → Cash flow management
- → Spend management tracking
- → Revenue recognition support
Virtual Accountant
For businesses needing day-to-day accounting execution support.
- → Bank coding & reconciliation
- → Credit card coding & reconciliation
- → Bill coding & payment
- → Customer invoicing
- ➖ Payroll administration (à la carte)
- ➖ Spend management tracking (à la carte)
À La Carte Add-Ons
| Service | VCFO | Controller | Accountant |
|---|---|---|---|
| Sales pipeline / revenue analysis | ➖ | ✕ | ✕ |
| Leadership / board meeting prep | ➖ | ✕ | ✕ |
| Cash flow management | ✓ | ➖ | ✕ |
| Revenue recognition | ✓ | ➖ | ✕ |
| Payroll administration | ➖ | ➖ | ➖ |
| Spend management tracking | ➖ | ➖ | ➖ |
| Business tax preparation | ➖ | ➖ | ➖ |
| Individual tax preparation | ➖ | ➖ | ➖ |
| Tax planning | ➖ | ➖ | ➖ |
Pricing scales based on revenue and complexity. All prices are "starting at."
Our Process
Discovery & Fit Analysis
Free consultation to understand your business, financial maturity, and what you need most right now.
Onboarding (6–8 weeks)
Review past books, build a forecasting model, set up KPIs, and perform a detailed review of your financial statements.
Ongoing Partnership
Weekly subscription billing. No long-term contracts. Adjust scope up or down as your business evolves.
Industry Specialization
Not sure which level is right for you?
Book a free 30-minute consultation. We'll help you identify where you are and what makes sense next.
Book a Free Consultation