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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 60-90 day engagement that serves as an on ramp to our Monthly or Weekly CFO services.
The Intensive will get you complete clarity, fast! You'll end the engagement with:
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Squeaky clean financials and clear reporting
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Scalable, integrated financial systems
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A historical profit assessment and an industry benchmarking analysis to identify areas of opportunity
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A business and personal tax assessment for the current year to identify potential areas of tax savings
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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 $12,000
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 Monthly CFO service after we wrap up the CFO 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:
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Weekly bookkeeping from our team and optional AR, AP, and payroll support. We'll provide project and/or accrual accounting to give you better insights into your business performance.
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Monthly reporting with a financial statement package, cash forecast, and custom CEO dashboard, plus 1:1 Controller review and insights on your reports.
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Tax prep for your business and personal returns.
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Tax planning and handling of estimated tax payments.
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Quarterly tax planning 1:1s with your dedicated tax pro, and tax strategy to help you reduce your tax bill while building wealth.
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Quarterly and annual budgeting and forecasting, where we update your financial targets and track your progress against goals.
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Cash forecasting & management to help you stay on top of all the moving parts in your business.
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Advisory support for best practices in your accounting systems, cash management, profitability, business model, payroll and team, and billing processes. Your CFO and tax advisor are in your back pocket.
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Monthly 1:1s with your CFO, Slack and email support, and weekly office hours available with your finance team when you need to hop on the phone.
Investment: Starts at $4,000/month. Most clients invest $5,000-$7,500 per month. Weekly payments available.
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