Peace of mind your finances are totally under control.

Our Virtual CFO service gives family-owned businesses the financial strategy needed to thrive.

You are:


A business owner in the manufacturing, distribution or high-tech industries


Focused on growing a business that supports your wealth and legacy goals


Making $5m+ revenue or have a viable plan to get there

You crave clear, actionable numbers.

Your accounts aren’t in order but an in-house accounting team is costly, time-consuming and requires you to have specific expertise to evaluate their performance. Hiring a full-time CFO is often not financially feasible.

You know the things you could achieve with proper accounting.

With the right data, you’d be able to set defined goals, decide strategy and measure growth. You’d know exactly how to get from A to B.

Hiring a Virtual CFO could be the answer.

Cut out the hassle and expense of hiring your own CFO. Enjoy outstanding accounting services while working with remote, industry-focused advisors who understand the nuances of your business.

Reliable financial support at a fraction of the cost.

Combine outstanding accounting with the flexibility of outsourcing. Having your own team of financial experts ensures nothing ever stops.


  • Provides comprehensive financial reporting and forecasting.
  • Shows you how to maximize the revenue you’re making.
  • Plans the best route to build your wealth.
  • Teaches you how to set measurable KPIs to drive growth.
  • Provides you with your own remote accounting team.
  • Gives you access to our leading-edge tech stack.
  • Includes unlimited online support.

Service levels

Our Virtual CFO services are tailored to your business needs. We’ll only ever recommend the services we genuinely believe will help you achieve the things you want.

Level 1:


For businesses that need to establish a solid financial foundation before growth.

<10 employees

$1m – $2m annual revenue

Average fee: $950/week

Level 1:


A reactive approach for businesses focused on future growth.

10-20 employees

$2m – $5M annual revenue

Average fee: $1400/week

Level 1:

Virtual CFO

A proactive approach for growing businesses that need strategic financial advice.

20+ employees

$5m+ annual revenue

Average fee: $1900/week

Hiring a full-time in house CFO will cost you $246,000 a year.

An in-house, full-time controller averages around $123,000 a year.

What you get: Level 1 Level 2 Level 3
Meetings per month 1 2 6
Unlimited online support
Month-end close
Financial statements
12-month forecasting
Revenue recognition
Company-wide KPIs
13-week cash flow forecast
Incentive plans
Performance by project
Team member performance
Department performance
Customized department reports
Bank relationships
Board meeting
Resource planning


The following can be added to any of our three levels:

Paying bills (accounts payable)

Invoicing clients (accounts receivable)

Payroll management

Cash flow management

Credit card receipt tracking

Business and personal tax returns


The average cost of our Virtual CFO services scales based on your company’s revenue and employee count, plus any add-on services you’ve chosen.
When we send a quote, it’s all-encompassing unless circumstances change. No hidden costs down the line. Think of us as an extension of your team; your employees won’t increase their rates like a vendor might – and neither will we.

Discover the difference a Virtual CFO could make to your business.

Start by filling out our questionnaire. Tell us about your
business to kick things off.

Not ready for Virtual CFO services just yet?

Drive growth by setting clear, measurable KPIs. Sign up for our course to learn how.