LIMITED SPOTS OPEN FOR MID-YEAR TAX PREP SUITE CLIENTS!
Virtual CFO
FULL-SERVICE ACCOUNTING SUPPORT
Tired of handling all of your company's finance responsibilities? Little Fish will serve as your Virtual CFO by handling your growing accounting and tax needs so that you can focus on the parts of your business you enjoy most!
Virtual CFO is for you if...
You are looking for all accounting functions to be handled in one firm.
You are earning significant revenue but need help with cash flow planning.
You want transactions categorized by an expert with a holistic picture of your company's finances.
You need a seamless way to pay yourself and your team on a consistent basis.
You are ready to delegate tax planning, estimates, and return filings to an expert.
ABOUT THE VIRTUAL CFO
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 Virtual CFO Service has to offer!
THE PACKAGE
What's included with a Virtual CFO?
As a business owner, your time is valuable and best served doing the things that grow and engage your audience and translate into sales. This package may be for you if you're ready to outsource recurring financial management tasks so you can focus on the parts of your business you enjoy and do best.
Starting at $4,500 per month
Bookkeeping
Payments
Payroll
Projections
Invoicing
Taxes
Reporting
Data Analysis
*Our Virtual CFO service is available exclusively to existing LFA clients, but may be offered to new clients on a case-by-case basis
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 facilitate the transition of those responsibilities from your team to ours.
HANDOFF
Throughout the next period, we will also 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 use the roadmap developed to perform weekly bookkeeping and status check-ins, monthly calls, and ongoing hands on support for the processes entrusted to us.
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
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STILL DECIDING?
Frequently Asked Questions
"Wait...I can only talk about one thing I like about Little Fish? Unfortunately, I cannot do that. I have a list! Even though we only recently began to use their service, they have been STELLAR in supporting us, informing us, reaching out to us, and answering questions.
Their service has been really hands-on, and we have been able to put things in place that we did not have before but were struggling with. My favorite part about Little Fish VCFO service is EVERYTHING! If you are in need of any of their services, I HIGHLY recommend them! I cannot imagine anyone being unsatisfied with them! :)"
Nkechi Feaster, Service 2 Justice
SOCIAL SERVICE COLLECTIVE
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Review
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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.