Virtual Financial Officer (VFO)

 

Strategic Financial Guidance for Your Growing Business

 

At Savoy Bookkeeping and Tax Services, we understand the unique challenges of managing a small business. Our Virtual Financial Officer (VFO) packages offer expert financial guidance and support tailored to your specific needs and budget.

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Why Choose a Virtual Financial Officer?

A Virtual Financial Officer (VFO) provides you with the strategic oversight and expertise of a traditional CFO, but on a flexible, part-time basis. This allows you to access high-level financial insights without the cost of a full-time position. Whether you need help with financial management, planning for growth, or navigating complex tax situations, our VFO packages are here to assist you.

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Our VFO Packages

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1. VFO Essential

 

Perfect for businesses seeking foundational support and regular financial check-ins.

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• Monthly Financial Review: Engage in a 1-hour virtual meeting to discuss your financial performance, review key metrics, and address any questions you may have.

• Monthly Reporting: Receive basic financial statements, including Profit & Loss, Balance Sheet, and Cash Flow.

• Email Support: Get answers to your quick questions with up to 4 emails per month.

• Quarterly Tax Estimates: We’ll review and prepare tax payment recommendations to help you avoid surprises.

• Documented Action Plan: After each meeting, receive a list of actionable recommendations.

• QuickBooks Subscription Management: Benefit from assistance managing QuickBooks subscriptions at discounted rates.

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2. VFO Growth

 

Ideal for businesses ready to enhance their financial strategy and oversight.

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• All VFO Essential Services: Plus:

• Bi-weekly Financial Review: Participate in two 1-hour meetings per month to track your progress and adjust strategies as needed.

• Budgeting Assistance: Receive help with creating and maintaining a budget tailored to your business.

• Year-End Tax Preparation Review: Prepare for year-end tax filing with a preliminary discussion to minimize liabilities.

• Access to Discounts: Enjoy reduced rates on additional services such as tax preparation, payroll processing, and QuickBooks setup.

• Quarterly Deep Dive: Benefit from an in-depth financial analysis to identify growth opportunities and potential risks.

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3. VFO Elite

This is for businesses seeking comprehensive financial support and strategic growth planning.

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• All VFO Growth Services: Plus:

• Weekly Financial Coaching Calls: Join 30-minute weekly check-ins to receive ongoing support and guidance.

• Cash Flow Management: Get detailed projections and management strategies to ensure financial health.

• Business Growth Strategy Sessions: Participate in sessions focused on developing long-term growth plans and investment opportunities.

• Priority Access: Enjoy faster response times for calls and emails.

• Exclusive Resource Library: Access a curated collection of templates, tools, and resources to support your success.

• Custom KPI Tracking: Receive tailored Key Performance Indicators to align your financial performance with business goals.

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How It Works

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1. Schedule a Consultation: Connect with us to discuss your business needs and goals.

2. Choose Your Package: Select the VFO package that best fits your needs and budget.

3. Get Started: Receive personalized financial guidance and support from your Virtual Financial Officer.

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Ready to Empower Your Business?

Take the next step towards achieving financial clarity and driving growth. Contact us today to explore our Virtual Financial Officer packages and discover how we can help you stay focused on your business goals. Let us help you make informed decisions and provide the confidence needed for your business to thrive.

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