​(941) 529-7234
Tax | Virtual CFO | Advisory
By Appointment Only
1001 Riverside Dr.
Suite I
Palmetto, FL 34221
Virtual CFO
Our 3-tier service solution is ideal for growing businesses with cloud based ERP software such as QBO or Microsoft Dynamics 365 Business Central that need professional financial advice, but can't yet afford a full-time CFO or Controller; as well as existing business in need of a replacement CFO who don't require an on-site CFO on a daily basis.
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Virtual CFO​
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Virtual Controller
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Virtual TAS (Transactional Accounting Services)
After a consultation with a CPA, we create a quote based on your unique needs & circumstances. Our fixed pricing is billed weekly and will not have any hidden fees or additional hourly billing. We act as an extension of your team and aim to be your long-term partner as a cost-effective alternative to a traditional full-time CFO.
The average price scales based on revenue and employee count. Final pricing takes into account these factors and a la carte services added on by the client.