Instant CFO

Your accounting department on tap

What you need, when you need.


Everything you need from an accounting department, all available instantly

Subscribe to a plan based on your business needs

Receive your requests within two business days on average

We will work with you until you’re 100% satisfied


Membership Benefits

Services so good, you will never need to go anywhere else. Seriously.

Request as many tasks as you’d like, as often as you’d like

Lightning fast delivery, typically in two days or less

Fixed monthly rate! No surprises. Pay the same amount every month.

Top notch quality from a dedicated professional service team

Scale up or down as needed, and pause at anytime

Customized service to suit your unique needs.


Everything you need, all in one plan…

Bookkeeping


Accounts Payable


Bank Reconciliation


Cash Flow Forecast


Accounting System Design


Breakeven Analysis


Decision Support


Payroll


Inventory Management


Commission Tracking


Financial Statements


Tax Returns


Learn More about the Instant CFO Program and how it can help your business

FAQs

  • Good question! For starters, the annual cost of a full-time senior-level accountant with a CPA now exceeds $100,000, plus benefits. Aside from that, they may not always possess the specific skill set that is required for your business.

    With our monthly plans, you get access to a team of professionals all specializing in their area of expertise. This allows you to run a more efficient and streamlined accounting process for a fraction of the cost.

  • We will schedule a start-up call to understand your business needs and the specific set of services and tasks required. After the initial start-up our team will work to complete all requests and tasks as dictated

  • Tasks are items that need to be completed on a repeating schedule such as data entry, bank reconciliations etc.

    Requests are one time items that are needed to help implement a system or provide decision making support

  • Once subscribed, you can request as many tasks as you’d like and as often as you like. We will even help you set up weekly, monthly, and quarterly tasks to ensure you are on top of your financials.

  • On average, most requests are completed in just two days or less. However, more complex requests can take longer.

  • That's fine! You can pause your subscription at any time and return when you have additional needs. There's no need to let the remainder of your subscription go to waste

See if Instant CFO is right for you.

(It Probably is.)

Get an in-depth understanding of what we offer, and find out how you and your team can change the way you do accounting, forever.