
Virtual CFO
Investment Guide
Virtual CFO
52 Weeks of Guidance by a Holistic CFO
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Implement/Track/Revise Strategies
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Prepare for Bi-Weekly Meetings
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Analyze Financial Statements
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Coordinate with Finance Staff
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Collaborate with Operational Teams
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Request Analysis where Required
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Other Activities as Needed
Bi-Weekly Touchpoint Call with Management
Quarterly Strategy Sessions
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Create Strategies to Grow Your Business
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Competitor Analysis
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Finance Areas of Concern
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6-12 Month Planning
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Budget to Actual Reporting

Investment Options
Whether you’re seeking a long-term advisor or an interim CFO service to bridge the gap, our team is ready to hit the ground running and help you achieve your digital marketing agency's financial goals.
PREMIER
CFO Partnership
Starting at:
$48,000
or $44,000 if paid in full
($4,000 Monthly)
STRATEGIC
CFO Partnership
Starting at:
$30,000
+ 10% of Gross Revenue Increase
($2,500 Monthly)
FUNDAMENTAL
CFO Partnership
Starting at:
$18,000
+ 20% of Gross Revenue Increase
($1,500 Monthly)