VIRTUAL CFO PRICING AND PLANS
Annual
Monthly
Annual
Services Included
Proactive & Strategic
8 Weeks Onboarding
Up to 4x/Month Scheduled Meetings
Unlimited Online Support (Emails & Messaging Apps)
- Bookkeeping & Account Reconciliations
- Business Tax Compliance (up to 3 states)
- General Ledger Management
- Month-End Accrual Close
- Standard Reporting Package
- Full Reporting Package
- Specialized Reporting Package
- Operations Integration
- Process Development & Improvement
- Systems Set-up & Management
- Job & Project Costing
- Revenue Recognition
- Fixed Asset Management
- Inventory Management
- Audits Management (Non-Attest)
- Accounts Payable Management
- Accounts Receivable Management
- Payroll & HR Management
- Cash Flow Management
- Company-Wide KPI Reports & Dashboards
- Budget Creation
- Incentive Plans
- Internal Performance Reports
- Bank & Professional Relationships
- Turnover & Cost Reduction
- Ad-hoc Financial Modeling
- Staff Training
- Private Equity & Debt Financing
- Data Room Management & Due-diligence Support
- Ad-hoc and/or Complex Forecasting & Modeling
- Business, Financial, and Strategy Planning & Implementation
Bundled With [Optional]
Individual Tax Compliance
Business Tax Compliance
General Tax Advisory
Proactive Tax Planning
Proactive Financial Planning
Operational Support
Monthly
Services Included
Proactive & Strategic
8 Weeks Onboarding
Up to 4x/Month Scheduled Meetings
Unlimited Online Support (Emails & Messaging Apps)
- Bookkeeping & Account Reconciliations
- Business Tax Compliance (up to 3 states)
- General Ledger Management
- Month-End Accrual Close
- Standard Reporting Package
- Full Reporting Package
- Specialized Reporting Package
- Operations Integration
- Process Development & Improvement
- Systems Set-up & Management
- Job & Project Costing
- Revenue Recognition
- Fixed Asset Management
- Inventory Management
- Audits Management (Non-Attest)
- Accounts Payable Management
- Accounts Receivable Management
- Payroll & HR Management
- Cash Flow Management
- Company-Wide KPI Reports & Dashboards
- Budget Creation
- Incentive Plans
- Internal Performance Reports
- Bank & Professional Relationships
- Turnover & Cost Reduction
- Ad-hoc Financial Modeling
- Staff Training
- Private Equity & Debt Financing
- Data Room Management & Due-diligence Support
- Ad-hoc and/or Complex Forecasting & Modeling
- Business, Financial, and Strategy Planning & Implementation
Bundled With [Optional]
Individual Tax Compliance
Business Tax Compliance
General Tax Advisory
Proactive Tax Planning
Proactive Financial Planning
Operational Support