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Virtual CFO

Build your business, your wealth, and your legacy.

A hands-on, done-for-you service for quickly growing 7-figure (or soon to be 7-figure) businesses, providing an integrated finance team focused on making you more profitable. We'll handle your financial strategy, accounting, and taxes so you can turn your business into a wealth-generating engine.

You've got a successful business and you're doing what you love. Your business has taken off, your revenue is growing, and so is your team.

 

You've got big dreams and you're just getting started.

Cash flow might feel tight sometimes, you aren't sure if you can afford to invest in the things you've got your eye on, and you worry about doing the wrong thing. Don't even mention that big tax bill that always seems to come around every year!

 

Taking care of your finances is just one more thing on your plate, and you haven't had a lot of success getting answers from your bookkeeper or tax accountant.

You know if you had a clear financial plan and profit strategy for your business, you would feel more in control, like the CEO you are.

Here's how our CFO services support you as you take your business to the next level:

ACCOUNTING

Not your basic bookkeeping. You get a staff accountant and controller in your back pocket. We'll streamline all your financial systems to make your money management a breeze, and keep your books up to date so we have crystal-clear numbers to work with. We can also include A/R, A/P, payroll, and contractor payment support if needed!

TAX

Our tax team is fully integrated, so you don't have to deal with miscommunication and slow response times. In additional to preparation of your annual tax return, you'll get a custom tax plan and all your estimated tax payments calculated and remitted. We'll also strategize with you on ways to cut your tax bill to save you money!

REPORTING

Our reporting allows us to provide actionable insights, telling you what's bringing the money in and where you might have a profit leak so you can act fast. Our Weekly CFO plan also includes enhanced dashboards and KPIs updated weekly for even more analytics, trend analyses, and profitability assessment.

STRATEGY & ADVISORY

Your CFO will help you strategize on optimizing your cash flow, identifying your next best investments, and growing your business profitably. We'll get clear on your financial goals and develop a plan to turn your business into a profit engine! We'll help you develop a budget and forecast and provide a budget-to-actual analysis. Along the way, your CFO and finance team will provide advisory support on cash flow, payroll, billing, and systems best practices to help your business run smoothly. Our Weekly CFO Plan also includes cash flow forecasting and cash management that's ideal for our most complex clients.

HOW IT WORKS

PHASE 1: CFO INTENSIVE

All new clients start with a CFO Intensive. This is a 60 or 90 day engagement that serves as an on ramp to our Monthly or Weekly CFO services.

 

The Intensive will get you organized and up and running quickly! You'll end the engagement with:

  • Squeaky clean financials and clear reporting

  • Scalable, integrated financial systems

  • A historical profit assessment and an industry benchmarking analysis to identify areas of opportunity

  • A business and personal tax assessment for the current year

  • A custom financial plan for your business to translate your dreams into dollars

We'll identify a handful of focus areas for your business that will help you make more money and walk through a financial plan to get you there!

Investment: Starts at $10,000

PHASE 2: CFO RETAINER

For clients who need ongoing CFO support and who are a good fit for our services, we'll transition to our CFO Monthly or CFO Weekly plan after we wrap up the Intensive.

With our retainer services, we'll support you as you execute on the focus areas identified in the Intensive and as you grow your business profitably. Here's what you get:

  • Monthly bookkeeping by our team and optional AR, AP, and payroll support. Upgrade to accrual accounting if needed!

  • Monthly reporting with a financial statement package, cash forecast, and custom CEO dashboard, plus CFO review and insights on your reports.

  • Tax prep for your business and personal returns.

  • Tax planning and handling of estimated tax payments.

  • Quarterly and annual budgeting and forecasting, where we update your financial targets and track your progress against goals.

  • Tax strategy to help you reduce your tax bill while building wealth.

  • Advisory support for best practices in your accounting systems, cash management, profitability, business model, payroll and team, and billing processes.

  • Quarterly one-on-ones with your CFO, Slack and email support, and weekly office hours available with your CFO and finance team when you need to hop on the phone.

Our Weekly CFO service includes weekly bookkeeping, reporting, and cash forecasting, cash management, and monthly CFO one-on-ones.

Investment: Starts at $2,000/month for Monthly CFO and $4,000/month for Weekly CFO, with a 12 month contract.

Which of our done-for-you services is right for your business?

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MEET YOUR TEAM

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Sarah Young, CPA
Founder + CFO

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Shaun Fera, CPA
Controller

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Lisa Hughes
Accountant

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Jaden Chambers
Accountant

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Ready to build your business, your wealth, and your legacy?

Book a free consult to get started!

Which Y+Co Service is right for you?

CFO ANCHOR
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