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VIRTUAL CFO PRICING

HOW MUCH DOES A VIRTUAL CFO COST?

Our pricing policy is fixed. Your quote is not an estimate. 


Our team discovers what your needs are and then uses specific criteria to itemize a set price.  When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees. We price weekly because we are truly a member of your team, not simply another vendor you work with. Your employees won't increase their rates like a vendor might, and neither will we. We're not a traditional accountant that you see once per quarter or once per year. We're an extension of your team!

 

  • Typical Client Size
  • Service Description
  • Onboarding
  • Month-End Close
  • Financial Statements Includes income statements, balance sheets, industry financial comparisons and more. Prepared by the 10th of each month.
  • Scheduled Meetings 80% of our clients are virtual. We converse regularly over shared-screen meetings, video and phone chats, and email.
  • Online Support Support via phone, email and Slack.
  • Company-Wide KPIs Everyone else provides boring, accounting KPIs. We do that too, but we'll also work with you to report on the numbers you and your team really care about, like "number of calls needed to get a sale," "revenue per employee" or "average service client margins."
  • 12-Month Forecasting What sets us apart! We take your financial statements and plug them into a 12-month forecast to see how they'll be impacted in the future.
  • Revenue Recognition
  • Incentive Plans
  • Performance by Project
  • Team Member Performance
  • Department Performance
  • Customized Dept Reports
  • Bank Relationships We'll be your main point of contact and chief advocate for any credit increases or additional financing your business may require. We can also help during M&A activity.
  • Director Meeting
  • Resource Planning Outside of the reports referenced below in the WIP, we can work closely with your Ops person to help with resourcing.
  • Individual Tax Return Note: Individual tax returns are only prepared for company shareholders.
  • Business Tax Return
  • Other Bus. Tax Returns Tax returns for property, sales and excise taxes.
  • Tax Planning/Projections Handled on a regular basis, throughout the year to avoid surprises.
  • Need Day-to-Day Help?
  • Paying Bills Typically known as 'Accounts Payable.'
  • Invoicing Clients Typically known as 'Accounts Receivable.'
  • Cash Flow Management Cash flow meetings are conducted weekly for about 30 minutes with one of our accounting team members to go over the short-term cash flow (2 to 6 weeks).
  • Payroll & Contract Mgmt
  • Employee Exp Tracking

AVERAGE
$950/WEEK

TRANSACTIONAL

  • Under 10 Employees
  • Reactive
  • 4 Weeks
  • Up to 1x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • Optional
  • Optional
  • Optional
  • Optional
  • Optional

AVERAGE
$1400/WEEK

CONTROLLER

  • 10-20 Employees
  • Proactive
  • 6 Weeks
  • Up to 2x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • Optional
  • Optional
  • Optional
  • Optional
  • Optional

AVERAGE
$1900/WEEK

VIRTUAL CFO

  • 20+ Employees
  • Strategic
  • 8 Weeks
  • Up to 6x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • Optional
  • Optional
  • Optional
  • Optional
  • Optional
*The average price scales based on revenue and employee count. Final pricing takes into account these factors and a la carte services added on by the client. Pricing has been updated as of 2/21/2023.

HOW CAN A VIRTUAL CFO BENEFIT YOUR BUSINESS?

Here's how we typically work with growing companies


Take a look at the below infographic (data from Infusionsoft) to see what growth stage your company is:

 

1 (1)-3 

2 (1)-3

 

 

For solopreneurs or partnerships, we can handle your basic business tax returns.

 


3-Jul-01-2024-03-59-29-0458-PM

For steady operations, check out our Transactional value tier. We not just assist you with tax returns, but also with strategic planning. We help you lay a solid financial foundation to help your business accelerate.

 


4 (1)

 

For local success stories, managed organizations and mature companies, check out our Controller or Virtual CFO value tiers. We will handle your accounts payable and receivable and provide strategic cash flow management and dynamic forecasting. 

 

 

 

5-4
When you get to the corporate player level, our processes and core business model are no longer a good fit. We typically recommend that you hire a full-time, staffed CFO to continue helping your business scale.

 


Considering hiring a Virtual CFO for your company? Let's chat!
Schedule a free 60-minute consultation with us today.


Virtual CFO Consultation

VIRTUAL CFO SERVICES GUIDE

LEARN MORE ABOUT SUMMIT VIRTUAL CFO BY ANDERS AND THE SERVICES WE PROVIDE.

MANY BUSINESSES JUST LIKE YOURS GROW TO A POINT WHERE THEY NEED PROFESSIONAL FINANCIAL ADVICE BUT CAN’T AFFORD A FULL-TIME CFO OR CONTROLLER. OUR SERVICES AND EXPERIENCED TEAM CAN PROVIDE YOU WITH STRATEGIC SUPPORT FOR YOUR BUSINESS GOALS.

Virtual CFO Services Guide-170523_Page_01

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