Virtual CFO Expert Support
This package is recommended for growth businesses who need a meaningful forecast / budget and insight into their financials and KPIs.
This package is recommended for growth businesses who need a meaningful forecast / budget and insight into their financials and KPIs.
Your Virtual CFO will provide:
- Historical data and trend review
- Build and maintain a financial Dashboard
- Set-up Annual Budget / Forecast Facilitation
- Set-up Annual Cash Forecasting
- Maintain monthly Forecast vs. Actuals with Review, and Reporting
- Live KPIs Reporting in Sync with Your Accounting Data
- Monthly Strategic Check-Ins and KPI Review
To offer this level of service at this low price, we leverage our powerful AutoCFO Software included with the service, which requires connection with your existing QuickBooks Online account for a AutoCFO data sync.