CFO Services

Get the expert help you need to make financial decisions for your business.

Built for small to mid-size companies

Looking to chat with an expert? Schedule call now

Our Virtual CFO services include


Bi-weekly virtual meetings

Every other week, we meet with our clients to recap on what has been accomplished and discuss what additional items need to be addressed.


Custom financial reporting

Is your financial reporting not meaningful? We help set up reporting by job, product, location, or team to help make your financials more meaningful.


Accounting system integration

Need help migrating your old server-based accounting system to the cloud? We'll move you to Quickbooks Online and setup integrations to the best business applications.



Most businesses operate using lagging metrics. We have the tools to help business owners use their historical data to look into the future.


Lending & fundraising

We will work directly with your lenders to help secure the financing you need. We can also help with fundraising.


Strategic tax planning

Our strategic tax planning sessions with AccountedFor CFO clients save thousands of dollars in taxes every year.

How do I know if I need CFO Services?

If your revenue is in excess of $2M annually. If you don't know whether or not your business is cash positive from 'operating activities.' If you're experiencing top-line annual growth in excess of 20%. These are all indicators your business might be ready for CFO services.

Do I have to use Quickbooks Online?

Yes. AccountedFor only works with companies using Quickbooks Online because it is the industry standard for small to mid-size companies. Not on Quickbooks Online yet? No problem. We'll help with the setup or migration from your existing accounting system.

How does pricing work?

All of our plans are based on the monthly subscription model with transparent, fixed-fee pricing. Our services are month-to-month. That means you can cancel your service at any time, although we are confident you won't want to.

Can you file my tax returns?

Absolutely. We believe in keeping all of your accounting and tax needs under one roof. We're an online CPA firm with a team of experts at filing business and individual tax returns. Our CPAs will prepare, review, and file your business and individual tax returns from start to finish.

Looking for additional info?

Drop us a message

You'll hear from us within 1-2 business days.