Peace of mind your finances are totally under control.
Our Virtual CFO service gives family-owned businesses the financial strategy needed to thrive.
You are:
You crave clear, actionable numbers.
Your accounts aren’t in order but an in-house accounting team is costly, time-consuming and requires you to have specific expertise to evaluate their performance. Hiring a full-time CFO is often not financially feasible.
You know the things you could achieve with proper accounting.
With the right data, you’d be able to set defined goals, decide strategy and measure growth. You’d know exactly how to get from A to B.
Hiring a Virtual CFO could be the answer.
Cut out the hassle and expense of hiring your own CFO. Enjoy outstanding accounting services while working with remote, industry-focused advisors who understand the nuances of your business.
Reliable financial support at a fraction of the cost.
Combine outstanding accounting with the flexibility of outsourcing. Having your own team of financial experts ensures nothing ever stops.
OUR VIRTUAL CFO SERVICE:
- Provides comprehensive financial reporting and forecasting.
- Shows you how to maximize the revenue you’re making.
- Plans the best route to build your wealth.
- Teaches you how to set measurable KPIs to drive growth.
- Provides you with your own remote accounting team.
- Gives you access to our leading-edge tech stack.
- Includes unlimited online support.
Service levels
Our Virtual CFO services are tailored to your business needs. We’ll only ever recommend the services we genuinely believe will help you achieve the things you want.
Level 1:
Transactional
For businesses that need to establish a solid financial foundation before growth.
<10 employees
$1m – $2m annual revenue
Average fee: $950/week
Level 2:
Controller
A reactive approach for businesses focused on future growth.
10-20 employees
$2m – $5M annual revenue
Average fee: $1400/week
Level 3:
Virtual CFO
A proactive approach for growing businesses that need strategic financial advice.
20+ employees
$5m+ annual revenue
Average fee: $1900/week
| What you get: | Level 1 | Level 2 | Level 3 |
|---|---|---|---|
| Meetings per month | 1 | 2 | 6 |
| Unlimited online support |  |
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| Month-end close | |
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| Financial statements |  |
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| 12-month forecasting | |
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| Revenue recognition | |
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| Company-wide KPIs | |
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| 13-week cash flow forecast | |
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| Incentive plans | |
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| Performance by project | |
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| Team member performance | |
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| Department performance | |
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| Customized department reports | |
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| Bank relationships | |
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| Board meeting | |
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| Resource planning | |
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ADD-ON SERVICES
The following can be added to any of our three levels:
Pricing
The average cost of our Virtual CFO services scales based on your company’s revenue and employee count, plus any add-on services you’ve chosen.
When we send a quote, it’s all-encompassing unless circumstances change. No hidden costs down the line. Think of us as an extension of your team; your employees won’t increase their rates like a vendor might – and neither will we.
, Orange Kiwi
here are two types of CPA firms: 1. Tactical and 2. Strategic. Tactical CPAs are a commodity. Strategic CPAs like Whittaker and Company are extraordinarily rare. They are excellent collaborators who think about the future using both financial and non-financial information to foster effective leadership decision-making. The team at Whittaker and Company have a 100% satisfaction rating with our clients and they are always our first call!
, Anser Advisory and Buckley Management
Tax laws recently changed and the tax team at Whittaker proactively reached out to us to help us save taxes before the end of the year. Their proactive communication saved us over $36,000 in taxes. The Whittaker team always looks out for us, and we wouldn’t get this service anywhere else.
Discover the difference a Virtual CFO could make to your business.
Start by filling out our questionnaire. Tell us about your
business to kick things off.
Not ready for Virtual CFO services just yet?
Drive growth by setting clear, measurable KPIs. Sign up for our course to learn how.