Plans Designed for Every Stage

Get the right financial support with plans built for teams of all sizes.

Basic Bookkeeping

Perfect for small businesses needing monthly accuracy.

$299/month

Includes:

• Monthly bookkeeping
• Bank & credit card reconciliations
• AP/AR maintenance
• Monthly financial statements
• Summary reports
• Quarterly chart of accounts cleanup
• Email support (48 hrs)

Growth Bookkeeping

Perfect for small businesses needing monthly accuracy.

$999/month

Everything in Basic plus:

• Weekly bookkeeping
• Marketplace reconciliations (Shopify, Amazon, Etsy, Walmart)
• Multi-currency reporting
• Inventory & COGS tracking
• Advanced KPI summary reports
• Sales tax/GST/VAT compliance support
• Dedicated account manager
• Monthly financial review call

Virtual CFO
Core

Perfect for small businesses needing monthly accuracy.

$1999/month

Everything in Growth plus:

• Weekly bookkeeping
• Marketplace & multi-currency reconciliation
• Custom KPI dashboard
• Cash flow planning & management
• Budget creation & monitoring
• Monthly forecasting
• Budget vs actuals
• Scenario planning
• Monthly CFO insights & recommendations

Virtual CFO+ Premium

Perfect for small businesses needing monthly accuracy.

$3999/month

Everything in CFO Core plus:

• Weekly strategy calls
• On-call CFO access
• Board meeting prep & attendance
• Investor communication management
• Fundraising support
• Investor-ready financial packs
• Quarterly valuation analysis
• Runway & burn-rate optimization

Add-On Services

Specialized services designed to complement your core plan and support advanced requirements.

• Catch-up bookkeeping (2–24 months)
• Payroll setup & management
• Sales tax / GST / VAT filings
• Custom financial model
• Entity setup & registrations
• Controller-level support

Plan Comparison

$299/month

Monthly Bookkeeping

Weekly Bookkeeping

Marketplace Reconciliation

Multi-Currency Reporting

Inventory Tracking

KPI Reporting

Basic

Cash Flow Planning

Forecasting

Budget vs Actuals

Scenario Planning

Strategy Calls

Fundraising Support

On-Call CFO

$999/month

Monthly Bookkeeping

Weekly Bookkeeping

Marketplace Reconciliation

Multi-Currency Reporting

Inventory Tracking

KPI Reporting

Advance

Cash Flow Planning

Forecasting

Budget vs Actuals

Scenario Planning

Strategy Calls

Monthly

Fundraising Support

On-Call CFO

$1,999/month

Monthly Bookkeeping

Weekly Bookkeeping

Marketplace Reconciliation

Multi-Currency Reporting

Inventory Tracking

KPI Reporting

Custom

Cash Flow Planning

Forecasting

Budget vs Actuals

Scenario Planning

Strategy Calls

Monthly

Fundraising Support

On-Call CFO

$3,999/month

Monthly Bookkeeping

Weekly Bookkeeping

Marketplace Reconciliation

Multi-Currency Reporting

Inventory Tracking

KPI Reporting

Investor KPIs

Cash Flow Planning

Forecasting

Budget vs Actuals

Scenario Planning

Advanced

Strategy Calls

Weekly

Fundraising Support

On-Call CFO

Plan Comparison

Everything included in each plan, clearly laid out.

Features

Basic

$299/month

Growth

$999/month

CFO Core

$1999/month

CFO+ Premium

$3999/month

Monthly Bookkeeping

Weekly Bookkeeping

Marketplace Reconciliation

Multi-Currency Reporting

Inventory Tracking

KPI Reporting

Basic

Advanced

Custom

Investor KPIs

Cash Flow Planning

Forecasting

Budget vs Actuals

Scenario Planning

Strategy Calls

Monthly

Monthly

Weekly

Fundraising Support

On-Call CFO

Let's Get Started.

Still have a question?​

Does the Virtual CFO plan include bookkeeping?

Yes — both CFO Core and CFO+ include complete weekly bookkeeping.

Please contact for customised plan

Yes — US, UK, Australia, Ireland, India.

Yes — through Catch-Up Bookkeeping.

We support both, plus Zoho and other ERPs.

Yes — at a fraction of the salary.

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