Virtual Controller/CFO Service

  • Businesses with revenue less than 500k - Starting from $600/month

  • Businesses with revenue more than 500k - Starting from $1,250/month

 Our virtual Controller/CFO Service are designed for growing businesses, nonprofits, and organizations that need more than bookkeeping. We provide strategic financial leadership, helping you understand your numbers, plan for the future, and make informed decisions with confidence.

Monthly / Quarterly Financial Reporting & Insights

  • Clear financial dashboards tailored to your business

  • Key financial metrics and performance trends

  • Easy-to-read summaries beyond traditional bookkeeping reports

Cash Flow Forecasting & Budgeting

  • 12-month rolling cash flow projections

  • Budget creation and monitoring

  • “What-if” scenario planning to prepare for growth or downturns

KPI Development & Tracking

  • Industry-specific performance indicators

  • Monthly/quarterly scorecards to measure success

  • Benchmarking against industry standards

Strategic Planning & Advisory

  • Guidance for scaling operations or managing overhead

  • Support for fundraising, investor meetings, or board reporting

  • Strategic advice for long-term sustainability

Oversight of Bookkeeping & Accounting

  • Monthly review of bookkeeping accuracy

  • Reconciliation checks to ensure clean numbers

  • Collaboration with your bookkeeper for reliable reporting