Software powered financial Expertise
Virtual CFO Services with AutoCFO
Our Virtual CFOs harness the power of our revolutionary software to offer Expert CFO analysis, review, and insights for only $799/month.
What do CFO Services cost?
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
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What is a
Virtual CFO?
A Virtual CFO is a real human who will execute expert CFO-level analysis and offer insights about your business. The only virtual thing about our CFOs is how you’ll meet with them – live online via video and/or screen share.
What's included with
Virtual CFO Services?
Expert CFO Setup & Onboarding
Meet live online with your Virtual CFO for quick & easy onboarding. They'll set up your AutoCFO account while talking through key aspects of your business.
- Review historical financials
- Set up and review KPIs and dashboards
- Forecast facilitation:
- Semi-annual complete forecast review
- Monthly cash forecasting adjustments
Monthly Check-In
Ongoing CFO support, analysis, and insights on a monthly video/screen share call. Your CFO will review your financials monthly, then meet with you during your monthly call to discuss your business.
- Forecast vs. actuals analysis & review
- Make adjustments to your forecasts
- Run scenarios on new business ventures
- Ask questions about your financials
- Discuss ways to improve profit or cash flow
AutoCFO Software Account
Full access to your AutoCFO software account offers easy integration and automation for streamlined business finances ($199 monthly value).
- Real time, up-to-date, reliable data anytime, anywhere
- Forecasting that takes only a few minutes to update.
- (Many of our clients tweak their forecasts throughout the month on their own—something that wasn’t possible with complex spreadsheets.)
- Work with your CFO to use our powerful forecasting tool to model out scenarios and make informed business decisions
about our software solution
AutoCFO Enables You To...
Stay on top of your numbers.
Organize your financials.
Save time and energy.
Easy Sync & Setup
AutoCFO’s powerful software integrates with your existing QuickBooks Online account in minutes, allowing you to start analyzing immediately. Our tool pulls data into CFO-level analyses automatically and instantly so you can visualize your business in beautiful charts, graphs and reports quickly. Then get back to running your business.
Your Data, on Your Terms
Our revolutionary grouping and editing function helps you categorize your expenses in a way you never thought possible before.
- Drag and drop reordering
- Look at your financials your way, without disrupting accounting data
- Rename rows with labels that are intuitive to your team
- Group contractors and sales people under “people expense” or finally see a total cost for sales and marketing expense – anytime
Build Beautiful Forecasts
Save hours of tedious spreadsheet work – and even more hours of spreadsheet-fixing work.
- Automatically generated starting forecast using your historic data
- Customize projection methods using preset formulas for assumptions, or hard-code numbers you know
- No more mislinked cells, no more uncertainty that your spreadsheet might be broken
- Run new scenarios in minutes
Key data at your fingertips – always
Our intuitive software empowers you to analyze your business finances at a glance. It offers easy access to automated analysis and dashboards with clear data and insights to help you manage your business.
- Create beautiful charts to highlight key metrics
- View any piece of data in graph format to see trends any time
- Compare forecast versus actuals, visually, over time
- Be able to assess how your business is performing in minutes – not hours