Frequently Asked Questions

Get answers without having to ask!

What is a virtual CFO service and how can it help my business?

A CFO (Chief Financial Officer) has the job of guiding a business towards growing and being more profitable.  A virtual CFO works with your business on a part-time basis while you still get full time results!

You are ready for that step if you can answer YES to any of these questions:

  • is my revenue (income before any expenses are considered) in the mid-six figures?
  • Does my business rely on me, making it hard for me to have time off?
  • Do I feel stuck – I want to grow but don’t have the cash to do it?

No! We’re more than happy to fulfill both roles for your business (and prefer to do so!) BUT we can do one or the other if that is your preference.

We charge a flat monthly rate based on volume of transactions and other details specific to your business. Every business is unique and has different requirements so we tailor our plans specific to your needs. Fees vary depending on scope and included services.

 

Bookkeeping and CFO packages are priced separately, though we do discount fees if our firm is providing both for you. 

 

Starting prices:

Bookkeeping; $350 per month

CFO service: $1450 per month 

Absolutely! We have cleanup/catchup packages that can get you back on track. Depending on how far behind you are, we can create a plan to get you caught up and put systems in place for moving forward.

Yes, but only as add-ons to a bookkeeping package agreement

No, but we partner with tax professionals that know business taxes. And honestly – we think it’s better if you have one professional keeping an eye toward maximizing profitability and a separate professional keeping a lookout for tax savings since those are very different perspectives and skills.

We prefer to use QuickBooks Online as it has the capabilities and integrations needed to track all the pieces for most businesses.
Nope! With all the cloud-based softwares and technology now, our business runs completely virtual.

There is just one step: Schedule a free 15 minute call. 

 

We call these “Right Fit Meetings” because it is important that you fee like our firm is the right fit for you, AND that our firm feels that we are suitably equiped to help you.

 

 

If for some reason we determine that we are not the firm for you, we have colleagues and will refer you to the right source.

We believe strongly in giving back. For every service we provide for each client, each month, as a token of gratitude, we donate to a variety of projects and needs globally. We appreciate you allowing us to serve you that it allows us to serve others.

 

If you’re interested in learning more about our partner organization B1G1 and think this is something you’d like to do in your business, let’s chat!

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