Virtual CFO

Basic

$1,500/Month

Ratio analysis

Semi-annual financial review

One scheduled call/month

Unlimited online support

Virtual CFO

 Intermediate

$2,500/Month

Everything in basic

KPI analysis 

Cash flow management

Budgeting/forecasting 

Quarterly financial review

One scheduled call/month

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Virtual CFO

 Advanced

$3,500/Month

Everything in intermediate

Project analysis

Department profitability analysis

Customer profitability analysis

Credit application support

Strategic planning

Director meeting

Monthly  financial review

Two scheduled calls per month

Consulting

$250/hour

Hourly or negotiated flat rate based on nature and complexity of issues.

Tax Services

Tax Planning

Starts at $1,000

Per Quarter

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Additional Services

Per Hour

Books clean-up - per hour or flat rate

Free QuickBooks consultation

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Don't see a plan that suits you.

Give us a call and we will work with you to customize one for you.

Basic

$150

• Monthly bookkeeping

• 1-2 bank/credit card accounts reconciled

• Transaction volume up to 75

• Unlimited Support

Intermediate

$250

• Monthly bookkeeping

• 1-2 bank/credit card accounts reconciled

• Transaction volume up to 125

• Unlimited Support

Advanced

$550

• Monthly bookkeeping

• 1-2 bank/credit card accounts reconciled

• Transaction volume up to 250

• Unlimited Support