Tailored Financial Strategies
Outsourced Virtual CFO
Your Outsourced Virtual CFO Package is crafted to elevate your financial strategy with an unmatched level of service. As your dedicated outsourced CFO, you’ll receive customized financial leadership tailored to your unique business needs, including strategic financial planning, year-round accounting consulting, and proactive tax advisory. Every aspect of our service is designed to enhance your financial health while keeping your operations running smoothly.
Beyond core services, this package includes custom policy designs and systems that streamline your operations, freeing up more time for you to focus on what truly matters—growing your business. Your Wealth Protection Plan will safeguard personal assets, and our Business Services Concierge serves as your go-to resource for any business needs. With a commitment to serving only 20 elite clients, you can expect exclusive attention and exceptional support every step of the way.
This package offers:
Dedicated CFO Services:
- Customized financial leadership
- Strategic financial planning and execution
- Year-round accounting consulting
- Custom policy design and implementation
- Systems implementation to streamline operations
- Proactive tax advisory and strategy development
- Customized risk management plan
Wealth Protection Plan:
- Personal asset protection planning
- Strategies for secure business funding
Business Services Concierge:
- One-stop resource for all business service needs
- Unlimited questions and research support
Unparalleled Access:
- Direct access via a dedicated client phone number, text, and email
- Guaranteed 48-hour response time—or the next month is free (excluding pre-notified exceptions)
Exclusive Attention:
- Your business is one of only 20 elite clients
Your financial success deserves the utmost care and consideration. Experience our 48-hour response guarantee—if we don’t respond, the next month is on us! Take control of your financial future today. Connect with us to explore how this package can help your business thrive. Book a consultation to receive your quote!
Price List
Add Ons At an Additional Cost
Add Ons At an Additional Cost
Exit Planning and Blueprint Design
A comprehensive strategy designed to maximize your business value and ensure a smooth transition for future ownership.
Captive Insurance Company Formation
Tailored solutions for establishing a captive insurance entity for your business, and providing personalized risk management strategies to fit your unique needs.
Standard Operating Procedure (SOP) Creation
Customized SOPs to streamline operations and enhance efficiency, ensuring your business runs smoothly and consistently.
Investor Capital Round Planning
Strategic guidance for raising capital, helping you prepare and present your business to potential investors effectively.
Specialist Referrals (Audit, HR, FP&A, Forensic Accounting, etc.)
Access to a network of trusted professionals in various fields, ensuring you receive expert advice tailored to your specific needs.
Contact Me
Let’s Connect and Elevate Your Finances
Have a question or ready to explore personalized financial solutions? Fill out the form below, and we’ll be in touch to provide the support you need.