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.

 

Startup Early Stage Growth
Services:
Automation Plan
Lite Plan
Full Plan
Full Plan
Bookkeeping
Monthly
Monthly
Semi-monthly
Accounts Payable
Monthly
Monthly
Semi-monthly
Payroll

Support only

Full management

Full management

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

N/A

Annually

Quarterly

Cash Flow Forecast and Review
N/A
Quarterly
Monthly
KPI Metric Review

N/A

N/A
Monthly
CFO Growth Calls
N/A
Quarterly
Monthly
Support:
Account Manager Email Questions
Unlimited
Unlimited
Unlimited
CFO Email Questions
2 Quarterly
2 Monthly
Unlimited
Tech:
Xero

HubDoc

DataDear

Jirav

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!

Ready to get started? Contact us today for your free quote.
"RaceRocks has been working with Virtual CFO for 6 months, the transition from internal accounting to an external team was planned out and easy to follow. The Team at Virtual CFO has the expertise and knows how to apply the latest online accounting tools to provide real time reporting anywhere at the push of a button. The customer service exceeds expectation, questions are researched and answered the same business day – payroll, government programs, metrics and financial reporting. We are able to make informed financial decisions for the company, thank you Virtual CFO!"

How we help:

Save money

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.

We’re experts in multiple accounting software platforms and apps, and we can help you choose the most suitable ones for your business.