Services
Flexible, Online—and Built Around You
AccruViaCFO provides virtual and flexible CFO solutions, expert financial analysis, accurate online bookkeeping, and other financial services tailored to your organization and its specific stage of growth.
Online Bookkeeping
- Monthly close
- Reconciliations
- Basic financial reporting
CFO Essentials
- Bookkeeping Only services as listed above, plus
- Monthly financial review
- Cash flow forecast
- KPI dashboard
- Monthly strategy call
CFO Strategic
- CFO Essentials services as listed above, plus
- Board/investor reporting
- Budgeting
- Capital raise support
- Business valuation
- Weekly involvement
Project/Sprint
- Fixed-scope agreement—e.g.,
- 90-day financial cleanup
- Capital raise prep
- Systems setup
- and more!
We Provide CFO Solutions for Every Stage of Growth:
Small Businesses
We help you understand your numbers and grow with confidence.
Mid-Sized Businesses
Business growth escalates the need for expert financial analysis and bookkeeping.
Startups
Build investor trust with forecasting, cash-flow planning, and financial strategy.
Consultants and Contractors
Stay tax-ready and focus on serving your clients while we handle the finances.
How Engagements Work
- Minimum 3-month commitment—meaningful financial impact requires time to understand the business and to correct the books before value compounds.
- Pricing is scoped to complexity and value delivered, not billed hourly.
- Not sure which tier fits? Start with a paid Financial Health Assessment.
Financial Health Assessment
A focused 1–2 week engagement to review your financials, identify gaps, and recommend a scope. Ideal first step if you are unsure what level of support you need. The assessment fee is credited toward your first month if you move forward with an ongoing engagement.