Accelerate business growth with
Expert CFO Support
Work with a flat rate Virtual CFO to put uncertainty about your financials to rest and achieve your business goals.
AutoCFO is the leading software-enabled CFO Service made for early stage entrepreneurs using QuickBooks Online.
AutoCFO is the leading software-enabled CFO Service made for early stage entrepreneurs using QuickBooks Online.
An Innovative approach to cfo services
Powered by a Software Revolution
AutoCFO’s powerful budgeting and analytics tool allows us to offer flat rate Virtual CFO services at a fraction of the cost and time of other providers.
- Lightning fast onboarding - often less than 3 hours from software sync to forecast completion
- Expert CFO guidance to review cash flow, discuss financial goals, and tweak growth forecasts
- 24/7 Visibility with custom dashboards in-sync with your accounting software, showing key metrics that matter to you
What do CFO services cost?
Modern Pricing Structures
In-House CFO
with Spreadsheets
monthly cost:
$8,000 - $30,000
Fractional CFO
with Spreadsheets
monthly cost:
$5,000 - $15,000
Virtual CFO
with AutoCFO
Flat Rate monthly Price
$799 or $4,999
Scroll down for details...
Does integrating & onboarding have to be painful?
Three Hours vs. Six Months
If you've ever outsourced an expert of any kind, you know how painful the onboarding process can be. Six hours of your time on "exploratory" calls later and you still have nothing to show for... Sound familiar? We know, because we've been there.
But the AutoCFO experience is different...
Assessment and software sync
Our team will reach out for a 30-minute call during which...
- Assessment - We'll make sure we're a great fit for your business and select a CFO that fits your needs.
- Software Sync - Walk you through syncing your QuickBooks Online account with AutoCFO to maximize the value of your CFO consultation.
- Schedule CFO Consultation - We'll get you scheduled for 30 minutes of complimentary time with your Virtual CFO.
Start working with your Virtual CFO!
Once you've decided which CFO Package is the best fit for your business, you can get started with your CFO.
- 1 Hour Onboarding - Your CFO will get to know you, your business, and your goals.
- Forecast Facilitation - Your CFO will work with you to build your forecast, select key metrics to your dashboards, and answer any questions you have.
- Monthly Review - Your CFO will review your financials monthly, then meet with you to discuss how things are going, review your forecast vs. actuals, and get any important questions answered.
Expert support for reporting to
Boards and Investors
Whether you’re trying to raise capital or report to a board, we’re here to keep your financials tidy and provide you with the reports and answers you need.
It’s like having a finance expert stashed in your back pocket to pull out when your board or investors ask difficult questions.
Imagine all of the answers at your fingertips.
Let us take some weight off your shoulders. We’ll get you on the right track and provide clear information, strategic advice and support to get you to the next level of growth.
How a Virtual CFO Provides
The Strategic Advantage Your Business Needs
Clarity & Transparency
Real-time financial transparency, a clear forecast you'll enjoy using, and visual KPI tracking so you know immediately if something goes wrong.
Strategy & Planning
Work with your CFO on a long-term, strategic plan, and achieve your goals with the confidence that comes with expert support.
Advice & Peace of Mind
Our software solution eliminates human error inevitable with spreadsheets and enables our finance experts to spend time on advice and strategy.
Fast growing companies can’t afford to waste time and money. The biggest regret our clients have is not starting to work with us sooner. Don’t burn through 6 months of runway waiting for your finance team to onboard.
Gain financial clarity and improve the trajectory of your business, today.
Say Goodbye to surprise CFO Invoices
Simple, Transparent, Flat-Rate Pricing
Virtual CFO Support Package
for high growth-businesses
- AutoCFO Software Subscription & Access
- Historical Data & Trend Review
- Build A Financial Dashboard
- Annual Forecast Facilitation
- Forecast Adjustments as Your Business Changes
- Update Monthly Forecast vs. Actuals with Review & Reporting
- Live Visual KPI Dashboard in Sync w/ Accounting Data
- Monthly Strategic Check-Ins & KPI Review
Flat-Rate Monthly Price:
$799
One-Time $800 Setup Fee
Quarterly Board and Forecast Support
For Businesses with a board or investors
- Everything in the Virtual CFO Support Package, Plus...
- Scenario Planning
- Reporting and KPI Metrics for Board Materials
- Ongoing Runway and Liquidity Assessment
- Quarterly Review of Board Materials
- Quarterly Financial Reporting for Board Presentations
- Quarterly Review of Sales Pipeline
- Support with Board and Investor Relations
flat-rate monthly price:
$4,999
Client Testimonials
Ready to Accelerate Business Growth?
Get Started with AutoCFO Today
Frequently Asked Questions
Do you build forecasts and budgets?
YES. This is where we shine.
Our software allows us to create a forecast in 1-3 weeks, with only 3 hours of your time. Traditional CFO Services need 6-8 weeks, and 10-20 hours of your time to build a similar forecast using spreadsheets.
How are you so much faster than traditional CFOs?
We built cloud-based software to replace clunky, error-prone spreadsheets and the dozens of hours of CFO work required to create and update them.
With our software, we are able to quickly sync new data so building and updating forecasts is a breeze.
Can my CFO use AutoCFO?
Yes, absolutely!
In fact, our Quarterly Board and Forecast Support package ($4,999 a month) allows you to hire us instead of an analyst to help your CFO with FP&A and board reporting materials.
We’re also happy to support your CFO or finance team in learning the software over a couple of months by working with a Virtual CFO ($799 a month), and then transition you to a software-only plan for $199/month.
We’re passionate about making life easier for business owners and CFOs.
What if I want to hire an in-house CFO later?
No problem! In fact, any work we do together lives in your AutoCFO account, and if you hire a CFO in the future they’ll have access to your financials, forecasts, dashboards, everything… And they’ll continue to save time on spreadsheets and be able to skip straight to insights and analysis – what you really want them for anyway.
Also, many CFOs use our $4,999 a month product as an alternative to hiring an FP&A analyst as they ramp up the rest of their team.
Do you work with boards?
Absolutely, we specialize in board conversations. However, we are not hired by boards, but directly by companies. Then we work with those companies to help them improve board conversations. Our team has a combined experience of working with, sitting on, or reporting to over 100 boards.
Do you do accounting?
Yes and no.
Yes, we are familiar with accounting and can help you translate what you need to your accounting team.
No, we do not do your day-to-day bookkeeping, and you probably shouldn’t either.
We recommend hiring an internal or external accounting team depending on your business’s size and complexity to complete your day to day operations.
Do you help with taxes?
Our team is focused on helping you project the future of your business. We are not tax experts, nor do we have audit or tax specialists on our team. We can provide you with a financial forecast to inform conversations with your tax CPA.
Do you help with software integrations?
Each of our CFOs has worked with dozens of companies and may have some recommendations on software integrations, depending on your need or industry. Your accounting firm can help you set up the integrations for your business.
You won’t need help with your integration with AutoCFO. Your QuickBooks Online connection to AutoCFO is a one-click sync, and updating data is as also one click. Your CFO will help you organize your financial information within the software in your first conversation. Our setup is so fast we don’t actually consider it an “integration”.