Your books might be virtual, but that doesn’t mean they don’t feel like a big weight in your hands and on your shoulders. Let me take that for you. All of it.


Hello, future VIP partner

When we work together in this way, you’re not employing me, but I still become a member of your team. That’s why I call us partners. You stay fired up in your zone of genius, I stay fired up in mine, and we come together to use the numbers to keep revenue and profits UP and keep expenses and taxes DOWN.

Read on for a taste of what I can do for you as your Virtual CFO.

What I can do for you:

  • Full-service monthly bookkeeping, so everything is tracked, recorded and categorized accurately and you know exactly how your business is performing throughout the year, where your money is going and coming from, and what changes should be made to your financial systems
  • Deliver a profit and loss statement and balance sheet every month with a clean and clear explanation of what the numbers mean and how to use them to your advantage
  • Handle all your reconciliations, invoicing, and bill payments (are you doing a chair dance yet?)
  • Run your budget for you and keep your cash flow in check
  • Manage your debt (if you have any) in a savvy way
  • Set up and manage sales tax filings, including a monthly report
  • Process payroll, ensure IRS/State payroll filings are handled, and issue W2s

What's included:

  • All Virtual CFO retainers come with Xero software subscription included and unlimited email support
  • I offer tax filing services and Profit First implementation
  • Financial Review meetings (held over Zoom video chat) to review your business financials
  • With me on board, you never have to deal with accounting, bookkeeping or taxes ever again.
  • A feeling of relief. This is probably worth one million dollars, but I don’t charge quite that much.
  • Your weekends back. Because weekends are meant for espressos in bed with the kids giggling at your feet, not pulling your hair out over whether your finances are in order.

Get Started

This service is application only, and I only take on a select number of partners. Bonus: if you’re in the Upstate NY area and on a retainer over $1,500 per month, I’ll come to you in person. If you think you might like to be my next partner, apply below.

Yes, I want my own virtual CFO!