Virtually There CFO Services
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Virtually There CFO Services
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  • Contact Us

Our Monthly Plans

The Basics

Intermediate

Intermediate

Just the facts Danno! 



This service level provides a clean set of books which have been reviewed by an accounting professional + high level commentary on key areas. 


  • Monthly bookkeeping
  • Accounts payable and accounts receivable management
  • Month end reporting
  • Tax compliance (sales tax, EFT, etc.)

Get Started

Intermediate

Intermediate

Intermediate

Let's start looking at business insights and planning.


This service level includes The Basics plus: 


  • Annual budget assistance
  • Quarterly cash flow forecasting and review
  • Key Metrics reporting and commentary
  • Monthly CFO check ins (1 hour)



Get Started

Advanced

Intermediate

Advanced

A little more help, please?



This service level includes Intermediate plus: 


  • Monthly cash flow forecasting and review
  • Annual policy and governance review
  • Weekly CFO check ins or project work (1 hour/week)

Get Started

Other Services

Payroll Processing and Management

Payroll Processing and Management

Payroll Processing and Management

Some business owners like to oversee paying their employees. 


Some don't. 


For those that don't, we can. 

Ad hoc Projects

Payroll Processing and Management

Payroll Processing and Management

Curious about the profitability of a particular product line? 


Need to secure additional funding or a bank financing? 


Relying on spreadsheets because there are too many disparate systems not talking to each other? 


Does your current bookkeeper or finance team need an experienced leader to work with them?


Need to get your books in order to file your tax return....from 2 years ago?


We can help with a number of ad hoc, one off projects. 

Advisory Board

Payroll Processing and Management

Advisory Board

An advisory board is a group of experienced professionals whose purpose is to help support the business owner through strategy development, brainstorming or leveraging their networks for sales leads or talent acquisition. 


Advisory boards can be set up to run for a particular purpose/project (i.e. secure funding or expand into a new market) or as a regular thing (monthly or quarterly). 


Advisory boards are a cost effective way of accessing talent that would otherwise be cost prohibitive and can be a great source of wisdom and experience. 


Plus, they are just advisors. So, if you don't want to take their advice, you don't have to. 

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