Virtual Services & Consulting
Ready To Make More Money & Keep More Of It?we’re about to get all up in your (money) business…
Cloud Accounting, Bookkeeping & CFO Services
The Virtual CFO
Ideal for CEOs grossing 6 figures...or really close to it- Private Client Portal
- Full Service, Done-For-You Bookkeeping
- MONTHLY Record & Categorize Income & Expenses
- MONTHLY A/R Monitoring
- MONTHLY Bank & Credit Card Reconciliations
- QUARTERLY Financial Statement Preparation
- QUARTERLY Financial Review via Recorded Video
- QUARTERLY Review & Planning Session
- Team Support…
- MONTHLY Status Check-in
- Unlimited Support via Email + Voxer
- Includes Xero Subscription
- *annual retainer package, payable monthly starting at $1150 plus a one-time onboarding fee, does not include clean-up or catch-up fees
The Virtual CFO Plus
Ideal for CEOs grossing multiple 6 figures- Private Client Portal
- Full Service, Done-For-You Bookkeeping
- WEEKLY Record & Categorize Income & Expenses
- WEEKLY A/R Monitoring
- MONTHLY Bank & Credit Card Reconciliations
- MONTHLY Financial Statement Preparation
- MONTHLY Financial Review via Recorded Video
- QUARTERLY Review & Planning Session
- Team Support…
- WEEKLY Status Check-in
- Unlimited Support via Email + Voxer
- Includes Xero Subscription
- *annual retainer package, payable monthly starting at $2000 plus a one-time onboarding fee, does not include clean-up or catch-up fees
It’s Not Complicated
How Our Ongoing Cloud Services Work
You’re ready and so are we.
We can’t wait to work with you.
Whether you just want your bookkeeping done or something more,
getting started is as simple as
1, 2, 3, 4…
Step 1
Submit your service inquiry & schedule a complimentary consultation
Step 2
Review your custom proposal, then select & sign-up for service(s)
Step 3
Join us for your Jumpstart Kickoff + Onboarding session
Step 4
We take it from there…starting your ongoing services
Are you ready?
Are you really ready to dive in and get to know your numbers?
Well, you’re in the right place.
It’s time to take yourself out of the bookkeeping and financial analysis business.
Time for you to get back to what you’re good at…
Note: services are customized & based on the needs of the individual client – outlined are the minimum services to be provided.
Catch-up and clean-up services can be provided for an additional fee.
