Virtual Bookkeeping 

Virtual Controller / CFO 

Objective: 

Historical Record Keeping 

Grow Your Business 

Services: 

Chart of Accounts Set-up 

Invoiced Separately 

Invoiced Separately 

Accounts Receivable 

✓

Accounts Payable 

✓

Banking Transactions 

✓

✓

Payroll Processing 

Invoiced Separately 

Up to 25 employees, Invoiced Separately thereafter 

Payroll Posting 

✓

✓

Electronic Record Keeping 

✓

✓

1099 Processing 

Invoiced Separately 

Invoiced Separately 

Monthly Close 

✓

✓

Financial Reporting 

✓

✓

Management Reporting 

✓

Dashboards/KPIS 

Basic 

Internal Controls 

✓

Automation 

Minimal 

Basic 

Service Levels: 

Scheduled Bookkeeper Meetings 

1-hour monthly virtual meeting with a bookkeeper.  Additional meetings are billed hourly at $125/hr.  

Up to 2 virtual meetings per month  

with bookkeeper.  Additional meetings are billed hourly at $125/hr. 

CPA/Advisory Meeting 

A la carte billed at our current hourly rate – $275/hr. 

Up to 2 virtual meetings per month 

Transaction Processing 

7 business days 

7 business days 

Pricing: 

One-time Onboarding* 

1 month 

1.5 months 

Monthly Subscription Cost Starting At 

Starting at $1,500 

 Starting at $5,000