CFO-Level Strategy Without the Full-Time Cost
Budgeting, forecasting, cash-flow management and board-ready reporting from an experienced finance team, on a fractional basis that scales with you.
- CPA & EA prepared & signed
- Free consultation & flat quote
- Year-round support
What your Virtual CFO covers
Finance leadership without a full-time hire: forecasts, cash-flow control and reporting your board and investors trust.
Budgeting & forecasting
Annual budgets and rolling forecasts tied to your real operating model.
Cash-flow & runway management
Active monitoring of burn, runway and working capital so you're never surprised.
KPI dashboards & reporting
The handful of metrics that actually drive your business, tracked monthly.
Fundraising support
Investor models, data rooms and board-ready financials for your raise.
Profitability & pricing analysis
Unit economics, margin and pricing analysis to protect the bottom line.
Scenario planning
Best/likely/worst-case models so you can decide with confidence.
Board & investor reporting
Clean, credible reporting packages your board and investors trust.
Strategic advisory
A finance partner in your corner for the big decisions.
Four steps.
Then it's handled.
Free consult
Tell us your situation. A CPA or EA scopes exactly what you need, no sales pressure.
Flat quote
One all-in price before any work starts. No hourly meter, no surprise add-ons.
We do the work
We handle it end to end and only ping you when we genuinely need something.
Signed & supported
A licensed professional signs off and stays on call year-round.
Virtual CFO questions
Is this a full-time CFO?
No, it's fractional. You get CFO-level expertise and output for a fraction of a full-time hire's cost, scaled to what you actually need.
Do you help with fundraising?
Yes. We build investor models, prepare your data room, and produce board-ready financials so diligence goes smoothly.
Who is this best for?
Startups and SMBs that need financial strategy, cash-flow discipline or fundraising support but aren't ready for a full-time CFO.
Do I need clean books first?
Ideally yes, good CFO work is built on accurate books. We can pair Virtual CFO with our bookkeeping so the foundation is solid.
What will I actually receive each month?
A KPI dashboard, updated cash-flow and forecast, and a strategy call, plus ad-hoc support for big decisions.
How quickly can you start?
After a short financial review we can typically begin within days, starting with cash-flow and the metrics that matter most.
Can you also handle our taxes and books?
Yes. As a CPA & EA firm we can run bookkeeping, tax filing and Virtual CFO together, so your strategy and compliance stay aligned.
How much does virtual cfo services cost?
Pricing is flat and quoted upfront after a free consultation, Virtual CFO Services starts at From $499/mo for advisory, with the final scope confirmed before any work begins. No hourly meter and no surprise per-item charges.
Who is Virtual CFO Services a good fit for?
It is built for growing startups and smbs, founders preparing to raise capital, businesses with cash-flow or runway pressure and similar businesses that want virtual cfo services handled correctly the first time, by a licensed professional, without paying enterprise prices.
Try before you talk to us
Get CFO-level clarity, fractionally.
Forecasts, cash-flow control and board-ready reporting, without a full-time hire.