What We Offer
As your virtual finance team, we handle everything to do with the finance and accounting of your business — virtually! We look forward to helping you to build a strong financial foundation so you can scale your business.
What Does a Virtual CFO Do?
All of our plans are customizable to fit your current needs, as we know that one size does not fit all. We have laid out some of our most popular plans below to give you an idea of what we offer. Contact us today for a consultation call to talk about what plan is best for you.
Month End Reporting
30 days after month end
20 days after month end
15 days after month end
Sales Tax Compliance
Quarterly or annual
Quarterly or annual
Monthly, quarterly, or annual
Year-end Close Support
Budget Prep and Review
Cash Flow Forecast and Review
KPI Metric Review
CFO Growth Calls
Account Manager Email Questions
CFO Email Questions
Looking for something different?
We are happy to customize our packages to meet your unique business needs, including Virtual CFO advisory only options. Send us a message!
Get a Quote Today!
How we help:
Every business could benefit from the expertise and financial rigour of a Virtual CFO and Controller. Not every business can afford to hire one internally, so this is where we come in. Using our solution saves you money in fees but we can also identify cost-savings in your business too.
Improve your cashflow
Cashflow is the number one reason businesses fail. As a startup, your cashflow requires even more management. If you’ve received an influx of funds from investors or lenders, you need to manage that carefully so you don’t spend too much too soon.
Working with us gives you access to a team of professionals who can help you watch your financials closely. Our team will help you proactively manage your cashflow with regular reporting, forecasts and reviews.
Streamline your business
We’ve worked with many tech and creative startups and we’re well versed in the apps, software and technology tools that can make your business run smoother. We’ve partnered with Xero, Hubdoc and Wagepoint to help you choose and set up the tools you need, and find the solutions that suit you best.
Save time on bookkeeping and payroll
We’ll keep your books squeaky clean so you can get back to what you do best. Our team can handle your bookkeeping, day-to-day accounting, payroll, accounts payable processing and much more. The goal is to save you time and keep your books neat and tidy.
Keep your investors happy
In case you haven’t picked up on it yet – we’re specialists in finances for the tech and creative field. We have helped plenty of startups in those industries, so we understand the challenges they face. We know what’s required by investors and lenders, and we can make sure you continue to stay in their good books.
Raise finance and get grants
If you need help raising finance or applying for a grant, our team can help. We understand what’s needed from the financial side of things and can help you prepare an application that puts you in the best position possible.
Stay in control
We also offer monthly reporting for cashflow to help management and investors, allowing you to see the numbers you need to know and be able to assess how your business is performing.
Support when you need it
We understand the financial side of things can get confusing! However, this is our specialty and we love to make it simple for startups. We’ll keep in touch with you regularly and also offer monthly check ins so we can keep your business growing.