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Visionary CFO Service Packages

At Visionary CFO, we know that small and medium-sized business owners struggle with financial clarity, cash flow management, and making informed decisions about their company’s future. That’s why we offer three flexible service packages designed to meet you where you are and help you grow confidently.

Financial Foundations

Starting at

$1,299/month

For business owners who need financial clarity and organization with annual revenues of at least $500K.

If your books are a mess, you’re not sure what your financial reports are telling you, or you want to start making smarter money decisions, this package is for you.

What’s Included:

  • Financial Reports You Can Understand — Regular reporting so you know exactly where your business stands.
  • Meetings With a CFO — We review your numbers together and discuss what they mean for your business.
  • Clean, Organized Books — We’ll fix and maintain your financial records so you’re always audit-ready.
  • Proper Setup of Your Accounting System — We structure your general ledger and chart of accounts so your financials are easy to track.

How It Helps You:

  • No more stress about tax time or financial reports.
  • Know if your business is actually making money (and where it’s going).
  • Make decisions with confidence, backed by clear financial data.

Growth Strategies

Starting at

$2,299/month

For business owners who want to scale, manage cash flow, and plan ahead with annual revenues of at least $1M.

If you’re trying to grow your business but feel like you’re flying blind when it comes to finances, this package gives you the tools to plan for the future and seize new opportunities.

What’s Included:

  • Everything in Financial Foundation — So your financial foundation is solid.
  • Budgeting & Forecasting — Know your numbers ahead of time so you can plan instead of react.
  • Cash Flow Management — Avoid cash crunches by ensuring you always have enough money to operate.
  • Semi-Annual Business Valuation — Understand the true worth of your business as it grows.
  • Growth & Profitability Opportunities — Identify new ways to increase revenue and cut unnecessary expenses.

How It Helps You:

  • You have roadmap to avoid financial surprises – predict and prepare for future expenses.
  • Stop worrying about payroll or unexpected cash shortages.
  • Learn how to reinvest in your business for maximum profitability.

CFO Leadership

Starting at

$5,749/month

For business owners who want an experienced financial leader embedded in their team with annual revenues of at least $3M.

If you need a CFO but don’t want the cost of hiring one full-time, this package brings a hands-on financial expert to help you lead and manage your company’s financial health.

What’s Included:

  • Everything in Financial Foundation & Growth Strategies — Plus deeper financial leadership and strategy.
  • Weekly On-Site CFO Support — In-person involvement to oversee finances, meet with teams, and drive decisions.
  • Finance & Accounting Team Oversight — Managing your finance staff to ensure smooth operations.
  • Hands-On Strategic Decision-Making — Direct involvement in major financial choices to guide your business growth.

How It Helps You:

  • Get a CFO without the six-figure salary.
  • Have a trusted financial expert by your side for major business decisions.
  • Free up your time to focus on running and growing your business.

Which Package Is Right for You?

If you’re struggling with disorganized finances and unclear reports → Financial Foundation

If you’re looking to grow, manage cash flow, and make smart financial moves → Growth Strategies

If you need an experienced financial leader to drive your business forward → CFO Leadership

We also offer monthly 30 minutes to 1 power hour session to review financials statements. You get the following:

  • Insights and recommendations on how to improve the financial strength of your business.
  • Confidence about the direction you should be going in to achieve your goals.
  • Answers to questions that your bookkeeper can’t answer.
  • Customized discussion and answers to support your current business needs.
  • Zoom recording of the session.
Schedule a free consultation to find the right fit for your business.
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Visionary CFO — Helping Business Owners Make Smarter Financial Decisions.

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