Advisory / Virtual CFO

Financial strategy, forecasting, budgeting, KPI tracking, and tax planning for growing service-based businesses and startups. CFO-level insight without the cost of a full-time hire.

Who this is for

Growing service businesses & startup founders

What sets this engagement apart

  • Founder-focused
  • real-time dashboards

How the engagement runs

  • Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
  • Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
  • Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
  • Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Advisory / Virtual CFO is included in the following Soarx packages.

Pkg 02Growth PackageOngoing books, tax support, and advisory guidance for growing small businesses.
$450/month
Pkg 03Fractional CFOCFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.
$750/month
Pkg 05Startup LaunchAccounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.
$350/month
Contact Us

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