Virtual CFO Pricing

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 merely another vendor you work with. Your employees will not increase their rates like a supplier might, and neither will we. We are not a traditional accountant that you see once per quarter or once per year. We are an extension of your team!

*During onboarding, our team works hard to get caught up with your existing processes. We are looking at your past books, we are building a forecasting model and set of KPIs, and we’re doing an audit of your financial statements/chart of accounts to make sure we are all on the same page and getting started on the right foot. Due to increased labor hours those first few weeks, our published fees are 2X during each level’s respective onboarding period.

How does it work?

The relationship works best if we are part of your weekly scoreboard meeting. We often provide a 15-minute cash update or set aside time to chat about the company’s finances. Joining these regular meetings with your key team players also gives us get a good understanding of your business and culture, and helps us stay up-to-date on current events.

After an initial onboarding period, here’s what a typical month could look like:

  • WEEK ONE  – invoicing meeting
  • WEEK TWO  – books are closed + forecasting meeting + financials/KPIs
  • WEEK THREE – follow-up projects
  • WEEK FOUR – follow-up projects

We are always available anytime during the month for questions, calls, impromptu meetings, etc. We find that this schedule works best for most clients, but it is tailored to fit each client.

Also, if we are paying bills as part of the engagement, we will meet weekly for about 15-30 minutes to go over cash flow for the next 2 to 6 weeks. This is conducted with an individual team member, not the entire director team.

Which pricing tier is right for me?

Take a look to see what growth stage your company is.

# of Businesses in America # of Employees Annual Sales  Stage In Business Virtual CFO Service
22M 1 0 – 100K 1. SOLOPRENEUR BUSINESS
1.7M 2-3 100k – 300K 2. PARTNERSHIP GROWTH
22M 4 – 10 300K – 1M 3. STEADY OPERATION GROWTH
22M 11-25 1M – 5M 4. LOCAL SUCCESS STORY ENTERPRISE
22M 26 – 100 5M – 20M 5. MANAGED ORGANIZATION ENTERPRISE
22M 101 – 200 20M – 40M 6. MATURE COMPANY ENTERPRISE
22M 1201 – 500 40M – 100M 7. CORPORATE PLAYER TIME TO HIRE A FULL-TIME CFO

Here’s how we typically work with growing companies:

  1. Solopreneur

Let us handle your primary BUSINESS TIER.  We are not just a team of bookkeepers and accountants.

  1. Partnership
  2. Steady operation

Check out our GROWTH TIER. At this point, we are not just assisting you with tax returns, but also with more strategic planning. We are not just a team of bookkeepers and accountants. We are experts in laying a solid financial foundation to help your business accelerate.

  1. Local success story
  2. Managed organization
  3. Mature company

Check out our ENTERPRISE TIER. At this point, we are handling your accounts payable and receivable, and we are getting into much more strategic cash flow management and efficient forecasting. If you are ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

  1. Corporate player

When you get to this point, our processes and core business model are no longer a good fit. We typically recommend that you hire a full-time, staffed CFO.