Our Virtual CFO and accounting services are flat-rate prices that provide value and excellence while reducing costs by eliminating the need for in-house staff. By allying with your business, we enhance cash-flow and profit through real-time solutions. Our goal is to free the business owner to focus on their passions.

Our specialization involves assisting small business owners realize their dreams while relieving the stress of business operations. We are passionate about providing quality accounting and financial services for your business as well as your family.





/one-time fee
  • Entity Accounting Setup
  • State Tax Numbers
  • State Workers Compensation
  • Xero or QBO Setup




  • Full Service Bookkeeping
  • Monthly Bank Reconciliations
  • Quarterly Profit & Loss Reporting
  • Sales Tax Filing
  • Business Tax Services
  • Unlimited Email Support
  • Full Subscription to Xero or QBO




  • Basic +
  • Monthly Profit & Loss Reporting
  • Budgeting
  • Ad-hoc Reports
  • Individual Tax Services
  • Tax Planning
  • Monthly Meetings
  • Dedicated Advisor




  • Growth +
  • Weekly Bank Reconciliations
  • Accrual Accounting
  • Accounts Payable
  • Accounts Receivable
  • Payroll w/ printable checks or direct deposit
  • Unlimited Phone Support
  • Weekly Meetings
  • Full Subscription to Xero or QuickBooks Online

Virtual CFO


/gross revenue
  • Established +
  • Cash Flow Management
  • Key Priority Indicator Reporting
  • Xero or QBO Add-ons
  • Unlimited Cloud Storage
  • Business Process Analysis
  • Hubdoc
  • Bill.com

Tax Returns

In addition to our monthly services, we also have you covered if you need a business or individual tax return. With individual tax returns starting at $150 we offer competitive pricing with the care and excellence that you expect.

What is a Virtual CFO?

A Virtual CFO Provides Value-Added Services Beyond Taxes and Bookkeeping.

A Virtual CFO firm is differentiated by going beyond traditional accounting services of tax preparation, compliance, bookkeeping, and the occasional financial report.  Yes we complete those tasks for your business but we also focus on your business’s cash flow and profit.

Our objective is to help you grow your business and realize your goals while employing a profitable business model.  By partnering with us you save on hiring a full-time employee and gain the experience of a dedicated CPA.

So how do we go further than other CPA firms?

Below are some examples of valued-added services:

  1. Personal Communication Customized to Your Business
  2. Cash Flow Forecasting
  3. Ratio and Key Priority Indicator (KPI) Analysis
  4. Budgeting & Forecasting
  5. Focus on Profit
  6. Focus on Debt Free Growth
  7. Strategic Planning & Business Goals
  8. Business Process Efficiency
  9. Cloud Accounting

Ready to learn more? Contact Us!

If you need more information please contact us with any questions. We would love to hear from you.

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