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!
AVERAGE | AVERAGE | AVERAGE | |
TRANSACTIONAL | CONTROLLER | VIRTUAL CFO | |
$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?
Add Your Heading Text Here
Take a look at the below infographic (data from Infusionsoft) to see what growth stage your company is:
# OF BUSINESS IN AMERICA | # OF EMPLOYEES | ANNUAL SALES | ||
---|---|---|---|---|
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. |