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Virtual CFO Subscription

Recurring Monthly fee will include:

  • Oversight of accounting systems to ensure proper financial reporting including Revenue and COGS recognition.
  • Review of prior month financial statements and revision suggestions to Accounting team.
  • Incorporation of financial statements into 3 statement financial forecast.
  • New forecast version reflecting the latest data, including: revenue contracts, product / services pricing, headcount roster, corporate expense trends.
  • Updated financial reports and presentation materials.
  • KPI trend analysis and industry benchmarking to monitor the financial health and well-being of the business.
  • Variance analysis comparing actual financial statements to the planned budget on a $ and % basis.
  • 3 hours of additional strategic planning, financial insight, and guidance included hourly / ad hoc services at no extra cost.

Starting from $2,000+ per month


Business continuity - Cash flow planning
Ad-hoc Hourly


Training services - QuickBooks Online setup and training
Virtual CFO Subscription
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