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Virtual CFO

Investment Guide

Virtual CFO

52 Weeks of Guidance by a Holistic CFO

  • Implement/Track/Revise Strategies

  • Prepare for Bi-Weekly Meetings

  • Analyze Financial Statements

  • Coordinate with Finance Staff

  • Collaborate with Operational Teams

  • Request Analysis where Required

  • Other Activities as Needed

Bi-Weekly Touchpoint Call with Management​​​

Quarterly Strategy Sessions

  • Create Strategies to Grow Your Business

  • Competitor Analysis

  • Finance Areas of Concern

  • 6-12 Month Planning

  • 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.

CFO Partnership

Starting at: 


or $44,000 if paid in full

($4,000 Monthly)

CFO Partnership

Starting at: 


+ 10% of Gross Revenue Increase

($2,500 Monthly)

CFO Partnership

Starting at: 


+ 20% of Gross Revenue Increase

($1,500 Monthly)

Looking for a month to month option?

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