Virtual CFO - Business GROWTH Package

Service Description

Businesses that generate a monthly average income of $20,000+ and are in need of an Outsourced CFO to ensure that the daily financial needs are intact. This is our GROWTH package - which means it's time to step it up with your team. You're ready to GROW your staff, GROW the business income, GROW your retirement account, GROW your impact, and GROW in all areas of your business. If you’re ready to take your business to the next level, then treat your business with the CFO it deserves. Includes: *Discounted QuickBooks Online Subscription *Up to 6 Bank/Credit Card Accounts *Less than 400 combined transactions per month *Classification of Income and Expenses *Establishing Business Budgets *1099 Contractor Management and Tax Filing *Payroll Subscription for up to 20 *Payroll Tax Filings *Customer Management for up to 25 *Bill Payment for up to 25 *Business and Personal Tax Preparation *Tax Strategy Advising *Monthly Bank Reconciliation of Accounts *Monthly Financial Statements *Unlimited Email Support *Access to Financial Planner & Investment Advisor

Cancellation Policy

Appointment Cancellation When you book your appointment, you are holding space on our calendar that is no longer available to our other clients. In order to be respectful of your fellow clients, please call the corporate office at 407-999-2677 as soon as you know you will not be able to make your appointment.

If cancellation is necessary, we require that you call at least 24 hours in advance. Appointments are in high demand, and your advanced notice will allow another client access to that appointment time. How to Cancel Your Appointment If you need to cancel your appointment, please call us at 407-999-2644 between the hours of 10 am and 6 pm. If necessary, you may leave a detailed voicemail message. We will return your call as soon as possible. Late Cancellations/No-Shows A cancellation is considered late when the appointment is canceled less than 24 hours before the appointed time. A no-show is when a client misses an appointment without canceling. In either case, we will charge the service fee of $55.00 missed appointment fee.

For new clients’ first appointments, a no-show or late cancellation will result in a full charge of the service appointment fee.

Contact Details