LIMITED SPOTS OPEN FOR MID-YEAR TAX PREP SUITE CLIENTS!
Financial Manager
ADVISORY SERVICES TO HELP YOU STRATEGICALLY PLAN FOR YOUR BUSINESS
We will provide assistance in developing best practices that help you create accurate financials and strategically plan for the short-term and long-term future of your company.
Financial Manager is for you if...
You want help making strategic decisions about the growth of your company.
You are ready to develop accounting and tax best practices, workflows and processes.
You are looking for someone to help you read and interpret financial statements.
You want to delegate tax planning, estimates, and return filings to an expert.
ABOUT THE FINANCIAL MANAGER
A Message From Keila
If you're a small business owner that is looking to offboard the financial, accounting, and tax responsibilities that take up too much of your time, our team is here to help relieve that stress!
Check out this 2-minute video to learn more about what our Financial Manager Service has to offer!
THE PACKAGE
What's included with a Financial Manager?
If you're looking for a partner to help you build out those processes, and you are ready to delegate bookkeeping and tax filing responsibilities, this package is perfect for you.
Starting at $2,500 per month
How It Works
KICKOFF
We will start with a kickoff call to introduce you to our processes, software, and next steps. You'll also meet your account manager, and we will sets the foundation for the initial assessment that we'll work through for our first 60 days together.
ONBOARDING
For the first 8 weeks, we will have weekly calls to go through the different processes within your business.
We'll dig into your current processes, and provide feedback on best practices in order to set you up for success in crating the right workflows and processes for your business finances.
HANDOFF
Throughout the next period, we will take over the categorization and reconciliation of your transactions to prepare the first set of financials to lay the groundwork for future planning.
After the initial assessment, we'll continue with budget development, weekly bookkeeping and status check-ins, monthly calls, and ongoing email support.
Bookkeeping
We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.
Reporting
All of the data that feeds into your financial systems will be collected and reported so there are no surprises.
Projections
Set budgets and dynamic forecasting, plus key performance indicators to plan forward throughout the year.
Data Analysis
We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.
Taxes
We manage all of your estimated and annual tax filings, and all associated payments.
Tax Planning Sessions
We'll schedule Mid-year and Year-end tax planning sessions to make sure you're well prepared.
Advisory Support
We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.
Unlimited Email Support
If you have any burning questions or need assistance, our team will always be here for you.
Meet Casey, CPA, MBA
YOUR VIRTUAL CFO ACCOUNT MANAGER
As your VFCO Account Manager, Casey will help you leverage your financial information and make strategic decisions in your business. Casey will perform all essential accounting functions to save you valuable time, and as your point of contact for ongoing service, Casey will be easily accessible and dedicated to your success!
Favorite Hobby?
Crocheting blankets
Dream Superpower?
Mindreading
Can't live without?
Audiobooks
LET’S GET TO KNOW EACH OTHER!
A solid foundation is an important part of any relationship.
After investing in our Financial Manager service, we will spend the first 8 weeks getting to know the ins and outs of your business. We will have six weekly 1-on-1 calls where we will:
Systems
Set up and discuss your accounting system, chart of accounts, and processes.
Invoicing
Develop an efficient system so you can properly manage your invoices.
Payments
Walk through the ways that you receive and make payments, and suggest best practices to make that process more efficient.
Payroll or Team Management
Become familiar with your team structure to determine best software and processes.
Financial Statements
Review your statements and make sure all transactions are categorized properly.
Dashboard
Develop a dashboard to measure the metrics that are important to understanding the financial and operational health of your business.
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STILL DECIDING?
Frequently Asked Questions
DOWNLOADABLE TOOLS
Access our free templates and calculators to stay organized and prepare for tax season!
PODCAST EPISODES
Fish Food is a podcast with bite-sized accounting advice and interviews for freelancers and entrepreneurs.
BLOG ARTICLES
Easily digestible tips and tricks for small business owners, from startups to established companies.
Apply
Review
Discover
Fill out the application below so we can learn more about your business.
Our team will review your application to determine whether we’re a good fit for your needs and our service offering.
If we’re a match, we’ll jump on a free Discovery Call to get better acquainted.