Memberships – (launching soon)

A part-time virtual CFO service may offer  smaller businesses credentialed  and experienced financial advising  more cost competitive than an in-house CFO.

Generally, owners of startups and recently established businesses take on financial duties including accounting, budgeting, reporting, cash flow strategy and tax compliance. A part-time CFO may be helpful for any business. A CFO may provide insights to improved operations, contracts, or vendor relations, resulting in better profit margins and cash flow; strategy in balancing debt and equity funding; and maximizing tax savings. These duties are generally too much for a CEO as a business expands.

  • Bookkeeping: starts at $430 per session or monthly
  • Tax Strategy Advisory: starts at $400 per session or monthly
  • Chief Financial Officer (part-time): $1500 monthly (incl. tax advisory)
  • Tax Preparation: TBD based on complexity and existing services
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