virtual financial management

strategic advisory

We know that everyone is different.  Your business is unique.  We provide you with a range of options to let you choose the package that best meets your needs. 

For each package, we offer a fixed price so you can budget and plan. And each of those packages can be customized so that you get exactly what you want. 

In other words, you’re in complete control and can build the program that best meets your needs and budget.

virtual financial management

Bookkeeping is one of the worst parts of running a business.  You'd much rather be out there making things happen and making money from your business.  This is why we go beyond simply entering data.  It's about helping you to build a great business.   

You see, when done accurately and timely your financial data provides critical financial information and key performance indicators.  This information is critical to understand what is going right, and what is going wrong, in your business.  Having the right data will help you make the best decisions for your business and help you build a more profitable and successful business. 

Our VirtualFinancial Management packages were designed for the business owner who needs someone to accurately process the business financial transactions.  The level of service ranges from complete bookkeeping to advisory services.

essential Insights

This option is best for those business owners who are simply looking to get their bookkeeping done accurately.  We provide valuable monthly reports to help manage your business, general advice and end of year tax support.

Progressive growth

This is our most popular option because it includes one on one coaching.  The Progressive Growth package builds a stronger foundational understanding of performance versus the business strategy and overall financial goals.  This package requires the business owner’s continuous engagement.  You get valuable reports to help you manage your business and support to help you understand your numbers, make the best decisions, and achieve your goals.

Advanced Performance

This is the best option for ambitious business owners who want to work closely with their accounting coach.  You will have access to more comprehensive financial tools to make longer term strategic decisions.  This is a full management package, bringing you customized analysis based on your business model.  Think of it as your outsourced CFO.

Advanced Performance

Progressive Growth

Essential Insights

Your paperless expense and receipt processing system
Posting all business bank transactions
Completing the bank reconciliations
Post all business credit card transactions
Completing the credit card reconciliations
Posting purchase invoices, expenses and cash transactions
Posting sales from point of sales system
Completing the monthly sales tax reconciliation
Review of balance sheet items for accuracy
Basic management reporting
Review the financial statements
QuickBooks Online accounting software
Liaison with your tax accountant at year end
Sales receipts and invoice processing
Accounts payable processing and payment
Real time financial information
Monthly Q&A

Pick Two

Advanced Performance

Progressive Growth

Essential Insights

Precision accounting with accruals and prepaids
Annual budget preparation
Accounts receivable and sales monitoring
Cash flow management
Semi-monthly advisory meeting
Monthly KPI and financial review meeting
"Unlimited" client access


Collect vendor W-9's & process year end 1099's

Completion of sales tax returns

Personal property tax returns

Get Started With A Free Consultation

additional services

We know that your needs are unique, that is why we offer individual services that can be utilized as add-ons to any package or standalone products to ensure that you get what you need to make the most use of your financial data.


Financial system Health Check

The financial systems health check is for the business owner who wants to know if their financial information is accurate, up to date and can provide the necessary information to help make business decisions. Let us perform a Financial Systems Health Check for a one-time fee of $297. When you sign up for a monthly service, the health check fee is refunded in full.

Learn More About Our Financial System Health Check

Cash flow management

Our Cash Flow management services enable you to see your future cash flow needs.  Gain more certainty in decision making, never be surprised again. You will have visibility to your cash receipts, bills, overdue payments or out-of-cash predictions.  Explore scenarios to help determine the best course of action. Our cash flow management services help you build confidence in running your business.

Learn More About Our Cash Flow Management

Accounts receivable monitoring

Our Accounts Receivable Monitoring services will provide visibility into valuable customer insights. This service keeps sales and collections visible on a weekly basis so you can follow up timely eliminating uncollectible payments.  Monitor your sales and see your new and repeat customer sales and understand your customer retention trends.

Learn More About Our Accounts Receivable Monitoring


We offer a payroll services for those customers who have less than 20 employees and are utilizing one of our other services. 

Payroll regulations are constantly changing, making paying your employees a tremendous headache.  Letting us deal with your payroll takes away the headaches and frees up your time to focus on running your business.  You will know your payroll is submitted on time, with less stress as we take care of the complicated parts. Prices for payroll packages are based on your specific circumstances, such as, the number of employees you have, how frequently you run your schedule and the type of employees you have.

Learn More About Our Payroll Services

accounting clean up

Unfortunately, when running a growing business, the bookkeeping often gets hurried or neglected, resulting in inaccuracies and sometimes a backlog.  Sometimes that’s simply because we’re too busy.  And sometimes it’s because we have relied on someone else to do the record keeping and they simply haven’t done it the way it should be done.  And then of course, without accurate and up-to-date financial information available at your fingertips, you risk making the wrong decisions in your business, not collecting money that’s owed to you, paying the wrong amounts of sales and use tax and having little or no control over your finances.

Learn More About Our Accounting Clean Up Services

cloud accounting setup

Technology is moving at an incredible rate, and this is even the case with accounting systems.  All the major software companies are committed to cloud accounting systems, and very soon support will cease for existing desktop systems. The modern business needs a state of the art accounting system that will provide time savings, 24/7 access and security for your financial data. We specialize in cloud accounting solutions and setting businesses up on the cloud.  We will do this for you, removing all the hassle, and you will know your books are setup the right way, saving you hours of time and frustration.

Learn More About Our Cloud Accounting Setup Services

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