CFO Services

CFO in the Cloud.

Our Virtual CFO Services are designed for small and medium sized companies who need professional financial management at a cost that is far lower than hiring a full-time CFO or controller.

This is our most comprehensive service, encompassing our entire service package.

A CFO can identify issues and manage your bookkeeper/controller to produce reliable data, interpret the results, and provide insight to achieving your business goals. We let you focus your energies in the right directions and keep you and your stakeholders informed. A CFO can be a highly sought-after sounding-board, coach or guide to help you achieve clearly identified goals. A CFO can help your business identify and cut waste, deploy cash effectively, and find opportunities for greater production or expansion and create a competitive advantage.

What is a Virtual CFO?

A full-time CFO costs from $175,000 to over $480,000 per year, plus benefits, stock options, etc. This can be a burden to a growing businesses, but you can outsource your CFO and accounting needs to Ellis for significantly less. We provide the following services: manage bank relationships, weekly meetings, business forecasting, company-wide key performance indicators (KPIs), and more, all at a small fraction of hiring a full-time CFO. He wouldn't be happy anyway, because that would be overkill. Get the services you need at a price you can afford.

How does it work?

Our Virtual CFO service partners you up with a dedicated team of virtual executives, accountants, CPAs and tax professionals who will help guide your business to success. We provide accounting, payroll, comprehensive financial reporting, forecasting, KPI's, tax planning & tax strategy plus a number of other services, either as part of a plan or a-la-carte. We provide the comfort of knowing these crucial issues are being taken care of. We are just a phone call away.

We have expertise in any industry or profession. Our Virtual CFO Service provides you with an experienced team at an affordable fixed cost!

Our Virtual CFO Service may be a perfect fit for you if:

  • your're a small business or startup with little income that needs basic services with the ability to call a top level talent if you need it. Reactive service.
  • you're a growing service-based business that now needs professional financial advice but can't yet afford a full-time CFO or controller. Reactive service.
  • you're an existing business that's looking to replace an existing CFO and don't need an on-site CFO on a daily basis.

We offer four different service levels, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need.

  • $300/month
  • $800/month
  • $300/weekly
  • $800/weekly

The price outline below is the typical cost range. We can customize our plan to meet your specific business growth needs. 

Price list.