Our virtual CFO services are for small business owners who need someone in the Chief Financial Officer role, but are not able or prefer not to build out that branch of leadership in-house.
We offer the same services that a corporate CFO offers to scale large organizations, but we call it down to fit the needs of small businesses. We do this virtually by providing strategic analysis, decision making support, and much more.
WHICH CFO PLAN IS RIGHT FOR YOUR COMPANY?
Foundation CFO
Recommended annual revenue minimum: $500k- Monthly 1:1 financial statement review with a highly-qualified Clara CFO Group Virtual CFO
- Financial and decision making analysis during monthly calls
- Monthly forecast updates using Jirav FP&A tools
- One Customized financial dashboard
- Wholesale discounts on accounting-related software
- Access to all Clara CFO proprietary analysis tools
- Discounted hourly rate for CFO support on special projects
- Basic email support
Signature CFO
Recommended annual revenue minimum: $1.0M- EVERYTHING IN FOUNDATION CFO PACKAGE PLUS:
- Dedicated CFO matched to your business
- Monthly operations meetings with your CFO
- CFO assessment of financial systems and setup
- Monthly Forecasting using Jirav FP&A tools
- Customized operational dashboards (up to 3)
- Accounting team guidance and support
- Customized monthly reporting in Jirav
- Unlimited email support
Fractional CFO
Recommended annual revenue minimum: $3.0M- EVERYTHING IN SIGNATURE CFO PACKAGE PLUS:
- Weekly CFO integration to business operations
- Participation in operational and strategic planning meetings as needed
- Accounting Manual Development
- Accounting Team leadership
- Department Level Budgeting (when applicable)
- Board Reporting
- Onsite Support (where available)
- Unlimited email support
Add-On CFO Services Available:
- Bookkeeping services
- Federal tax return preparation
- Customized dashboard reporting for KPIs using data visualization tools
- Reasonable Compensation Reports
- Valuation Services
- Accounting system migration
- Customized policy and procedures manuals
Are you ready to bring this kind of leadership into your team?
Imagine how you would feel if you increased profit margins this year.
Imagine how you would sleep at night knowing that your financial situation is stable, and you no longer have to figure this out by yourself.
Why do clients utilize our virtual CFO services?
“What gets measured gets managed.” Peter Drucker.
