Pricing & Fee Structure:

  • Primary services will be a monthly service paid one month in advance of service
  • Each package will be customized for the client based on agreed upon needs
  • Each engagement will require an engagement letter detailing the scope of services
  • Special projects will be priced out on individual quotes
  • Either party may terminate engagement with 30 days’ notice


Basic Growth Established Virtual CFO
Financial Reporting Monthly Monthly Monthly Monthly
Meeting with Client Monthly Monthly Weekly 2x/wk
Cash Flow Management Monthly Monthly Monthly 2x/month
KPI Reporting n/a Monthly Monthly Weekly
Reporting For Board n/a Monthly Monthly Monthly
Financial Budget Review n/a Monthly Annually Monthly
12-18 Month Financial Forecasting n/a Annually Monthly Monthly
Coaching/Mentor Company/Accountant/Bookkeeper n/a n/a Monthly Monthly
Strategic and Long Range Financial Planning n/a n/a n/a Quarterly
Bank Relationships n/a n/a n/a  Annually
Attendance at Director Meetings n/a n/a n/a As Scheduled