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Virtual Cfo Service

Virtual CFO

The financial expertise of having a CFO will help your business thrive. This is the perfect fit for a business that is growing but may not have the resources to hire a CFO in-house. 

We will:

  • Design and implement accounting policies, procedures, and internal controls for your business
  • Reduce your risk of audits or losing track of profits
  • Keep you up-to-date on all government regulations
  • Help you maximize your profits and decrease your tax liability wherever possible
  • Help you prepare for investor meetings
  • Do everything we can to audit-proof your business

Investment starts at $2,500.00/mo. cancel anytime.

Tax Preparation & Filing

The word ‘taxes’ can be anxiety-inducing for any business owner. New & seasoned businesses need a tax pro in their corner to prevent surprises at tax time.

We will:

  • Make sure you take advantage of every allowable deduction while maintaining compliance
  • Lower your tax liability wherever possible
  • Ensure that you successfully navigate 280E and other tax regulations
  • Provide you with tax planning and compliance support


Investment starts at $450.00 – Please note that monthly bookkeeping is a prerequisite for tax preparation & filing.

Tax Prep Service
Monthly Bookkeeping Service

Monthly Bookkeeping

It’s vital to the financial health of your business to understand how your income and spending affect your overall profitability. 

We will provide:

  • Weekly accounting oversight
  • Biweekly accountability check-ins
  • Monthly financial reports with optional reviews via Zoom
  • Quarterly 1:1 ask us anything sessions

Additional services include:

  • Payroll
  • Accounts Payable & Accounts Receivable
  • 1099 Management & filing

Investment starts at $550.00/mo

Let’s talk about YOUR business

If you’re not sure where to start, or simply unsure if your business is ready for a CFO or tax pro, let’s talk about it!

Schedule your no-pressure convo with us here:

Frequently Asked Questions

What folks ask before working with us:

If you are not a tax expert and you own a business, then you need an experienced professional in your corner. It’s vital to your business’s financial success as well as your personal liability to stay within compliance and follow all government regulations. 


Your expertise lies in your business deliverables. We allow you to stay in your zone of genius while helping you make data-based decisions.

Your investment will vary based on your specific needs. Schedule a consultation to find out more!

While we primarily work with service-based businesses such as coaches, consultants, and restaurant owners, we also enjoy working with those in real estate, cannabis, and other industries.

If you’re curious about if we work in your industry, feel free to email us at

We work within the QuickBooks Online accounting software. 

If you have a different accounting software or have yet to purchase one, you can sign up through us and get a 30% discount for the first 12 months. 

Don’t know which subscription level you need? Schedule a consultation and we can help you!

Yes! We cover all aspects of your business including CFO tasks, tax filing and preparation, and bookkeeping.

Yes! We work with Gusto payroll.

That depends on the size and scope of your business. Once we understand more about your business, we can make a referral to one of our favorites. 

If you’re 100% remote, we typically recommend Relay Financial since it is fully online.


Happy Clients Are Saying…

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