Accounting solutions tailor-made for your business. We take accounting personally.
We know that every penny counts when it comes to your small business, and we take that seriously. Each one of our clients gets a personal consultation where we leverage decades of expertise to provide personalized feedback and advice for your unique business needs. Pricing for our services is straightforward and based on a subscription plan, which means no hidden costs or surprise fees.
Ready to take control of your finances and watch your business grow?
What we want is simple: to help your business reach your financial goals. Our financial experts work with you one-on-one to assess your financial situation, learn about your profitability goals – and then help you to reach them.
Financial Essentials, Quarterly
This tier is perfect for start-up businesses with less than $250,000 annual revenues.
pricing starts at
$500 monthly
Financial Essentials, Quarterly Reports includes:
Quarterly Financial Statements
Tax Planning/Projections
Key Performance Indicators
Phone/Email Support
and much more
Financial Essentials, Monthly
This tier is for businesses in growth mode with more than $250,000 in annual revenues.
pricing starts at
$900 monthly
Financial Essentials, Monthly Reports includes:
Monthly Financial Statements
Tax Planning/Projections
Key Performance Indicators
Phone/Email Support
and much more
Controller Add-On
For businesses needing Controller services to develop a multi-year strategy & execution.
pricing starts at
$1,500 monthly for business with revenues of $1mill+
Financial Essentials, Monthly + Controller Add-On Includes:
Everything from Financial Essentials, Monthly
Monthly Meeting with Client
Industry Benchmarking
Cash Flow Management
and much more
Virtual CFO Add-On
For businesses needing virtual CFO services to develop a multi-year strategy & execution.
pricing starts at
$2,500 monthly for business with revenues of $2mill+
Financial Essentials, Monthly + Virtual CFO Add-On includes:
Everything from Financial Essentials, Monthly
Weekly Meeting with Client
Industry Benchmarking
Cash Flow Management
and much more
Tailored accounting services for how you do business.
Compare our subscription-based plans.
Service
Financial Essentials, Quarterly
Financial Essentials, Monthly
Controller Add-On
Virtual CFO Add-On
Preparation of financial statements
Quarterly
Monthly
Monthly
Monthly
Key Performance Indicators
Unlimited Email & Phone Support
KPI Dashboard – Weekly
Optional
Industry Benchmarking
Optional
Cash Flow Management
Optional
Budget Preparation
Optional
Forecast Preparation
Optional
Monthly Meeting with Client Leadership
Weekly Meeting with Client Leadership
Process Development, Documentation & Training
Optional
Optional
Tax Planning Strategy Session(s)
1
1 or 2
2
2
Personal Tax Return for Business Owner
Business Tax Return
QBO Subscription Required (paid by client)
Essentials or Plus
Plus or Advanced
Plus or Advanced
Plus or Advanced
24/7 Online Access to financials (including mobile access)
Secure, HIPAA Compliant Document Management System
Compare our subscription-based plans.
| Service | Financial Essentials, Quarterly | Financial Essentials, Monthly | Controller Add-On | Virtual CFO Add-On |
|---|---|---|---|---|
| Preparation of financial statements | Quarterly | Monthly | Monthly | Monthly |
| Key Performance Indicators | Yes | Yes | Yes | Yes |
| Unlimited Email & Phone Support | Yes | Yes | Yes | Yes |
| KPI Dashboard – Weekly | - | Optional | Yes | Yes |
| Industry Benchmarking | - | Optional | Yes | Yes |
| Cash Flow Management | - | Optional | Yes | Yes |
| Budget Preparation | - | Optional | Yes | Yes |
| Forecast Preparation | - | Optional | Yes | Yes |
| Monthly Meeting with Client Leadership | - | - | Yes | - |
| Weekly Meeting with Client Leadership | - | - | - | Yes |
| Process Development, Documentation & Training | - | - | Optional | Optional |
| Tax Planning Strategy Session(s) | 1 | 1 or 2 | 2 | 2 |
| Personal Tax Return for Business Owner | Yes | Yes | Yes | Yes |
| Business Tax Return | Yes | Yes | Yes | Yes |
| QBO Subscription Required (paid by client) | Essentials or Plus | Plus or Advanced | Plus or Advanced | Plus or Advanced |
| 24/7 Online Access to financials (including mobile access) | Yes | Yes | Yes | Yes |
| Secure, HIPAA Compliant Document Management System | Yes | Yes | Yes | Yes |
| Service | Financial Essentials, Quarterly |
|---|---|
| Preparation of financial statements | Quarterly |
| Key Performance Indicators | Yes |
| Unlimited Email & Phone Support | Yes |
| KPI Dashboard – Weekly | - |
| Industry Benchmarking | - |
| Cash Flow Management | - |
| Budget Preparation | - |
| Forecast Preparation | - |
| Monthly Meeting with Client Leadership | - |
| Weekly Meeting with Client Leadership | - |
| Process Development, Documentation & Training | - |
| Tax Planning Strategy Session(s) | 1 |
| Personal Tax Return for Business Owner | Yes |
| Business Tax Return | Yes |
| QBO Subscription Required (paid by client) | Essentials or Plus |
| 24/7 Online Access to financials (including mobile access) | Yes |
| Secure, HIPAA Compliant Document Management System | Yes |
| Service | Financial Essentials, Monthly |
|---|---|
| Preparation of financial statements | Monthly |
| Key Performance Indicators | Yes |
| Unlimited Email & Phone Support | Yes |
| KPI Dashboard – Weekly | Optional |
| Industry Benchmarking | Optional |
| Cash Flow Management | Optional |
| Budget Preparation | Optional |
| Forecast Preparation | Optional |
| Monthly Meeting with Client Leadership | - |
| Weekly Meeting with Client Leadership | - |
| Process Development, Documentation & Training | - |
| Tax Planning Strategy Session(s) | 1 or 2 |
| Personal Tax Return for Business Owner | Yes |
| Business Tax Return | Yes |
| QBO Subscription Required (paid by client) | Plus or Advanced |
| 24/7 Online Access to financials (including mobile access) | Yes |
| Secure, HIPAA Compliant Document Management System | Yes |
| Service | Controller Add-On |
|---|---|
| Preparation of financial statements | Monthly |
| Key Performance Indicators | Yes |
| Unlimited Email & Phone Support | Yes |
| KPI Dashboard – Weekly | Yes |
| Industry Benchmarking | Yes |
| Cash Flow Management | Yes |
| Budget Preparation | Yes |
| Forecast Preparation | Yes |
| Monthly Meeting with Client Leadership | Yes |
| Weekly Meeting with Client Leadership | - |
| Process Development, Documentation & Training | Optional |
| Tax Planning Strategy Session(s) | 2 |
| Personal Tax Return for Business Owner | Yes |
| Business Tax Return | Yes |
| QBO Subscription Required (paid by client) | Plus or Advanced |
| 24/7 Online Access to financials (including mobile access) | Yes |
| Secure, HIPAA Compliant Document Management System | Yes |
| Service | Virtual CFO Add-On |
|---|---|
| Preparation of financial statements | Monthly |
| Key Performance Indicators | Yes |
| Unlimited Email & Phone Support | Yes |
| KPI Dashboard – Weekly | Yes |
| Industry Benchmarking | Yes |
| Cash Flow Management | Yes |
| Budget Preparation | Yes |
| Forecast Preparation | Yes |
| Monthly Meeting with Client Leadership | - |
| Weekly Meeting with Client Leadership | Yes |
| Process Development, Documentation & Training | Optional |
| Tax Planning Strategy Session(s) | 2 |
| Personal Tax Return for Business Owner | Yes |
| Business Tax Return | Yes |
| QBO Subscription Required (paid by client) | Plus or Advanced |
| 24/7 Online Access to financials (including mobile access) | Yes |
| Secure, HIPAA Compliant Document Management System | Yes |
Does your business need
payroll services?
Payroll setup + 3 months of support for $500
Payroll available for additional $275/month for bi monthly up to 8 employees
Payroll available for additional $300/month for bi monthly up to 13 employees
Payroll available for additional $375/month for bi monthly up to 18 employees
Also available bi-weekly and for remote employees
Still need more support? Our Add-Ons have you covered.
Payroll
401k annual reporting to Third Party Administrator
Sales Tax
Bill Paying & Credit Card Management
Just getting started?
Need Quickbooks help?
We want to support new businesses! For startups, we proudly offer Getting Started with Quickbooks Online. This service is best suited for newer businesses that want help getting off to a good start. This service starts at $1,500. We will train you and provide support for 3 months so you have a solid foundation to grow from.
You don’t have to be a new business to benefit from our QuickBooks expertise. We also offer QuickBooks Online Clean Up!
FAQ’s about our virtual accounting services.
Your business deserves smart financial strategy. That’s why we do things differently.
How do you help with financial strategy?
The G2CFO team is dedicated to helping business owners run a better business. It takes accurate data, planning, and execution to get from an idea to a thriving business. Our services provide the support business owners need at each phase of growth. At some point, an exit strategy will need to be developed so we start with the end in mind.
Are custom plans available?
Absolutely, we can work with you to design a plan and workflow that meets your requirements.
Which plan is best for me?
Quarterly Financials
Designed for the everyday small business owner, individual or sole proprietor with less than $250,000 in revenues and 2-3 employees. Perfect for those with minimal accounting needs that just want to keep tax ready books. Books are reconciled quarterly, allowing you to keep your books up-to-date for year-end tax filings.
Monthly Financials
Designed for businesses with over $250,000 in annual revenues and up to 10 employees, the Monthly Financials plan is for businesses seeking stability and enhanced strategic planning. Our services go beyond tax return assistance. We actively engage with business owners to establish a solid foundation that can propel your business towards accelerated growth.
Virtual Controller or Virtual CFO
What’s your exit strategy? Whether it’s a planned or unplanned exit from your business, the key is to develop a company that’s marketable. For the established business with a high volume of transactions, the Virtual Controller or Virtual CFO plans involve ensuring profitability, bringing onboard trustworthy personnel, and transferring your knowledge to them. As a trusted member of your leadership team, we deliver regular updates, whether on a monthly or weekly basis depending on your service, to reduce reliance on the founder and foster a smoother transition.
How much does it cost to get started?
We understand business owners want certainty when it comes to pricing. To ensure accuracy, we begin by meeting with all prospective clients to identify the monthly services that fit best with their budget and financial goals. This approach allows us to provide a tailored quote for services that outlines both the scope of what you’ll receive and the monthly cost. For an estimate, please request a free consultation here.
Are there any hidden fees?
We will never charge you for a service beyond your monthly subscription fee without full disclosure and your approval. There are two one-time charges that may apply to your business. The first one covers the work needed to bring your accounting up-to-date. It will be quoted after we take a look at what’s needed to bring your accounts up to speed. The second one is our setup fee.
How do I cancel my subscription?
There is no contract, and you can cancel your subscription any time with a 30-day written notice by email or mail. All services, including set-up fees, are non-refundable.
Smart accounting meets smart pricing
Get more flexibility without compromising on CFO and Controller services with G2CFO‘s monthly pricing. Our team can handle the accounting headaches that naturally come with small business ownership, leaving you with more time and energy to focus on what matters.