Where is your business headed next?
Experienced Virtual CFO and Tax Professionals
What is a Virtual CFO?
A virtual CFO (Chief Financial Officer) is a professional who provides financial management services to a company remotely, usually on a part-time or fractional basis. We will help a business grow or become more profitable through assistance in goal setting (business and personal), budgeting and forecasting, and working alongside the owner of the business as a sounding board when considering changes to the business.
An onsite CFO can cost you upward of $225,00 while virtual CFOs are often used by small and medium-sized businesses at a quarter of the cost. We can help provide peace of mind to the business owner while also creating more time for them to run the business or spend time with family.
Issues Faced by Many Business Owners
Navigating the Financial Landscape of your Industry
Financial Complexity
Running a business involves dealing with intricate financial transactions, reporting, and compliance. As your business grows so does the complexity of your financial management.
Cost Effective Solutions
Hiring a full-time Chief Financial Officer can be expensive, especially for small to medium-sized business. Limited budgets often force owners to compromise on the level of financial expertise they can access.
Strategic Planning
Developing and executing a comprehensive financial strategy is crucial for sustainable growth. Without a clear financial roadmap your business may struggle to capitalize on opportunities and weather uncertainties.
Remote Work Challenges
In today's digital age, remote work is becoming the norm. Managing financial functions remotely presents its own challenges, including communication barriers and the ever-changing software available.
How we can help?
We work alongside you and your team to provide the support you need to reach your goals.
Financial Guidance
We bring a wealth of experience to the table. From financial analysis to tax planning to staying on top of tomorrow's business issues.
Strategic Planning
We work collaboratively with you to develop a roadmap that aligns with your goals and positions your business for long-term success.
Cost Effective Solutions
Our virtual CFO services are tailored to your business needs and offer a cost effective alternative to hiring a full time CFO.
Seamless Collaboration
We leverage technology to ensure seamless collaboration, no matter where you or our team are located.
Levels of Service We Offer
We offer multiple packages to fit what works best for your business.
Cleanup Phase
Are your books a mess? This initial phase allows our team time to clean up the activity and restructure the chart of accounts so that your books are ready for our higher value services. We can also work with your current CPA or bookkeeper.
Includes-
-QBO Conversion
-Bookkeeping
-Chart of Account Cleanup
-Payables Cleanup
-A/R Cleanup
Onboarding time: 2 weeks
Pricing: A fixed fee quote will be provided after the initial consultation and will factor in the current state of the books and possible time needed to complete.
Average Price: Contact us a quote today!
Controller Plan
Once the cleanup phase has been completed our next plan allows us to work with you to develop a game plan and start to draw the roadmap to get there. We will meet twice a month to go forecasting, monthly financial performance, and goal progress.
Includes-
-Budgeting
-Monthly financial review
-Cash Flow Analysis
-Goal Setting
-KPI analysis
Onboarding time: 4 weeks
Pricing: A week to week contract will be put in place to make sure you continue to see the value we are providing to your company.
Average price: $650-$950/week
Fractional CFO
This is our highest level of service allowing us to meet weekly to discuss issues your business is facing. It includes everything in the Growth Plan on top of having unlimited access to your CFO. Tax preparation for both business and owner are included.
Includes-
-Growth Plan plus:
-Monthly Dynamic Forecast
-2-3 additional meetings per month
Onboarding time: 6 weeks
Pricing: A week to week contract will be put in place to make sure you continue to see the value we are providing your company.
Average Price: $1,250-$1,650/week
Add-Ons
We also own a CPA firm that can handle the items below. We want to make things as seamless as possible for your company.
-Tax Planning
-Business Tax Filings
-Personal Tax Filings
-Quarterly Payroll Tax Filings
-Annual W-2 & 1099 Fillings
-Stand Alone Forecasting
-QuickBooks Online Conversion
-Financial Statement Analysis & Review
Average Price: Contact us for a quote today!
Our Process
Initial Meeting
During your free consultation we like to discuss what you are looking for and what we think we can do to help you and your business.
Onboarding & Cleanup
Once you've decided on a package that works best for you, we begin the process of bringing you on as a client, gathering the information needed to begin the cleanup phase of the project.
Ongoing Service
Once onboarding and cleanup is complete, we begin working together to make your business goals a reality.
Questions & Answers
Why I should choose The Earley Group?
We are selective and only provide service to a limited number of clients to make sure we have the time to focus on helping your business succeed.
How long does the onboarding and cleanup process usually take?
This all depends on the current status of your books and the timeliness of provided information. We usually allow for 1-2 months to completely finish the onboarding process. Please refer to the service options above for more information.
Will virtual work for me?
Definitely! Virtual just means that our processes are setup to be able to provide you with the top-tier service you need from where we are remotely. We are based out of Texas but make it feel like we are right down the street.
How do you charge?
After your free initial consultation we send over our package offerings to choose from that have been custom tailored to your needs. All of these packages will be offered at a fixed fee so you don’t have any surprise bills from us.
