What could a Virtual CFO do for your Business?
Let’s see if Virtual CFO is right for you.
A full service, Fractional CFO isn’t for everybody. Here’s how you can make sure it’s the right fit for your business.
Who this is for:
I really want to know what’s going on in my business; I need meaningful numbers ready at any moment. The numbers have to be solid.
My business is ready for bigger results; but we need more efficient systems in place so we can handle the growth.
I need to show positive results to partners, investors or advisors
I love to see results that build up month over month or quarter over quarter so I can see profit just keep getting better.
Who this is not for:
I want a silver bullet solution
I just need clean books
I'm not willing to change how I make decisions
I'm not open to receiving feedback on my business and process
My company is really small and struggling; $50,000 is a alot for us this year.
Here’s what you get:
Analysis: We’ll help you with both short-term and long-term number crunching: We’ll keep a cash flow tool for the now and next week; plus investor (or bank) ready financial projections for the years ahead. Need a pricing review? We’re on it. Want to ID your most profitable line of business? Sounds like fun to us! New analytical and improved systems each quarter.
Strategy: Our work is always grounded in your vision for the company – and the most effective route to get there. We’ll work together to hone your strategy with each decision based on facts from your company and the industry you operate in.
Systems: We’ll create the optimal tech stack and workflow for the financial side of your business to ensure that your numbers stay up-to-date and accurate with the smallest possible investment of time.
Results: We strive to achieve 3% (or more) improvement in net profits annually for our clients. We also help reduce debt or bring new capital into your business. We’ll create reports and performance metrics that provide clear visibility, so you know exactly what’s happening in your business and continually make adjustments to focus on the results that matter to you.
You’ll have the benefit of an ongoing relationship with an expert CFO who becomes deeply knowledgeable about your business needs and goals. When something new pops up, there’s no need to bring someone up to speed. You’ll get advice and answers when you need them.
What are the benefits?
Faster growth and increased profits
Greater confidence in your financial picture and goals
Ability to confidently negotiate with partners, vendors, and funders
More time to accomplish the other tasks on your plate
What does it cost?
| What you get | Value |
|---|---|
| Deep Dive Kick-off | $2,950 |
| KPI Dashboard | $11,400 |
| Quarterly Planning Workshops | $19,000 |
| Monthly 1:1 work-sessions (3) | $18,000 |
| Quarterly analytical/systems projects | $34,000 |
| Total value | $83,350 |
| Annual fee starts at: | $50,400 |
Paid Monthly at $4,200
Please note: The annual and monthly fees may be higher if you have multiple entities, add bookkeeping services to the Virtual CFO service, or have other specific needs. We’ll discuss that in full before you get started. We hate pricing surprises, so you won’t get that here.
Ready to get started?
“I’m very impressed with Christine’s ability to look at the big picture. I really need someone who is good with numbers and can help me set goals. ”