Virtual CFO Pricing

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How much does a Virtual CFO cost?

Our pricing policy is fixed. Your quote is not an estimate.

We learn what you need and then use specific criteria to itemize a set price. When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees. We price weekly so as to be treated as a member of your team, not simply another vendor you work. Your employees won’t increase their rates like a vendor might, and neither will we. We’re not a traditional accountant that you see once per quarter or once per year. We’re an extension of your team!

$750 Per Week $1000 Per Week $1500 Per Week
Typical Client Size Under 10 Employees Under 10-20 Employees Under 20+ Employees
Service Description Reactive Proactive Strategic
Onboarding 4 Week 6 Week 8 Week
Month-End Close
Financial Statements
Scheduled Meetings Up to 1x/Month Up to 2x/Month Up to 6x/Month
Online Support Unlimited Unlimited Unlimited
Company-Wide KPIs
12-Month Forecasting
Revenue Recognition
Incentive Plans
Performance by Project
Team Member Performance
Department Performance
Customized Dept Reports
Bank Relationships
Director Meeting
Resource Planning
Individual Tax Return Optional Optional Optional
Business Tax Return Optional Optional Optional
Other Bus. Tax Returns Optional Optional Optional
Tax Planning/Projections Other Other Other
Need Day-to-Day Help
Paying Bills Optional Optional Optional
Invoicing Clients Optional Optional Optional
Cash Flow Management Optional Optional Optional
Payroll & Contract Mgmt Optional Optional Optional
Employee Exp Tracking Optional Optional Optional
Learn More Learn More Learn More

How can a Virtual CFO benefit your business?

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Take a look at the below infographic (data from Infusionsoft) to see what growth stage your company is:

22M 1 0-100K Solopreneur Do it yourself
1.7M 2-3 100K-300K Partnership Do it yourself
1.9M 4-10 100K-1M Steady Operation Transactional
900K 11-25 1M-5M Local Sucess Story Controller/Vertual CFP
200K 26-100 5M-20M Managed Organization Controller/Vertual CFP
60K 101-200 20M-40M Mature Company Controller/Vertual CFP
30K 201-500 40M-100M Corporate Player Time to hire a full time CFO
Solopreneur & Partnership Steady Operation Local Sucess Story, Managed Organization & Mature Company Corporate Player
For solopreneurs or partnerships, we can handle your basic business tax returns. For steady operations, check out our Transactional value tier. At this point, we’re not just assisting you with tax returns, but also with more strategic planning. We’re not just a team of bookkeepers and accountants. We’re experts in laying a solid financial foundation to help your business accelerate. For local success stories, managed organizations and mature companies, check out our Controller or Virtual CFO value tiers. At this point, we’re handling your accounts payable and receivable, and we’re getting into much more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth. When you get to the corporate player level, our processes and core business model are no longer a good fit. We typically recommend that you hire a full-time, staffed CFO.
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