Virtual CFO Services
IN THE WORLD OF BUSINESS,
increased PROFITABILITY
AND CASH FLOW ARE
EVERYTHING.
the difference between a frustrating partnership and a fruitful one are in the small, everyday details.
Our Virtual CFO services are tailored with the highly-driven entrepreneur in mind. Whether your business is booming, plateaued or hanging on by a thread, you deserve a financial partner that deeply understands where your gaps and opportunities are right now, and how to guide you to the next level.
Our services scale as your business grows.
Our holistic approach rolls out the red carpet no matter the tier you’re in. We’ll be the expert so you don’t have to be.
You work really hard, and yet some days, there doesn’t seem to be much to show for it.
You deserve to reap the benefits of being a business owner.
In fact, we believe that it is possible to run a successful business without ongoing stress around “financial conversations.”
But in order to do that, you need a clear picture of where you stand, to understand your short-term needs, and a long-term vision. You need a strategic plan that elevates your business today.
The metrics and data already exist. It’s the clarity that’s buried in confusion, avoidance or an overly complex financial system.
YOUNG AND CO
SERVICE OFFERINGS
SERVICES THAT
SCALE AS YOU DO
We’re not your dad’s accountants. We bring over 120 years of combined experience and have helped over 100 service-based small business owners get a clear picture of their finances, helped them save on taxes, and increase their profits.
profitable to
wealth-creating
VIRTUAL
CFO
Starts at $4,000/mo
Our VIP Virtual CFO service provides all-hands-on-deck, high-touch point support. Our seven to eight-figure business owner clients are focused on optimizing cash flow, increasing business value, building teams, and investing to build their personal wealth.
Services included:
- Weekly accounting, reporting, and cash flow forecasting
- Enhanced reporting, trend analysis, benchmarking, and financial KPI tracking
- One-on-one tax planning, preparation, and strategy support for business and personal income taxes
- Strategic financial support, including forecasting, budgeting, growth plans and financial goal setting
- Advisory support in areas like team compensation plans and financial systems
- Monthly one-on-one strategic calls with your dedicated Virtual CFO plus back pocket email and Slack support
THE FINANCE
SUITE
Starts at $2,000/mo
Business owners in The Finance Suite have mid-to-high six-figure businesses or have recently crossed into the seven-figure range. They are focused on cash flow and profitability as their business and team grows and need a more proactive, forward-thinking approach to their financial and tax strategy.
Services included:
- Monthly accounting with enhanced financial reporting and KPIs
- One-on-one tax planning, preparation, and strategy support for business and personal income taxes
- Annual financial strategy support and budget creation
- Advisory support in areas like team compensation plans and financial systems
- Quarterly one-on-one financial reviews with your dedicated Virtual CFO plus email support
reactive to
proactive
reactive to
proactive
The Finance
Suite
Starts at $2,000/mo
Business owners in The Finance Suite have mid-to-high six-figure businesses or have recently crossed into the seven-figure range. They are focused on cash flow and profitability as their business and team grows and need a more proactive, forward-thinking approach to their financial and tax strategy.
Services included:
- Monthly accounting with enhanced financial reporting and KPIs
- One-on-one tax planning, preparation, and strategy support for business and personal income taxes
- Annual financial strategy support and budget creation
- Advisory support in areas like team compensation plans and financial systems
- Quarterly one-on-one financial reviews with your dedicated Virtual CFO plus email support
Messy to
organized
MONTHLY
ACCOUNTING
Starts at $1,250/mo
Our monthly accounting service is ideal for business owners with low-to-mid six-figure businesses who are ready for clarity and a more elevated and holistic service than they’ve found with their bookkeeper and tax preparer. With new growth happening quickly, clients in this tier get the support they need to maintain accurate finances and submit their tax returns with confidence.
Services included:
- Monthly bookkeeping and financial statements
- Annual tax planning and preparation for business and personal income taxes
- Email and office hours support from your dedicated accounting and tax teams
HERE’S HOW THE YOUNG AND CO VIRTUAL CFO PROCESS WORKS:
Fill Out Our Financial
Assessment Questionnaire
Fill out the questionnaire on our website. We’ll gather high-level information like your business revenue, team size, and budget, and you’ll upload financial reports or tax returns.
Schedule Your Financial
Review Call
Once you’ve scheduled your financial review call through our Calendly link, we’ll identify what your current business and financial pain points are, discuss your goals and the support needed and clarify what service options suit your business best.
Fill Out Our Financial
Assessment Questionnaire
Schedule Your Financial
Review Call
We’ll send you a link to schedule your financial review call, where we’ll identify your current business and financial pain points, discuss your goals and next steps to increased profitability, and clarify what support would suit your business best.
Receive Your Proposal
If we decide that working with our team is your best next step, you’ll receive a custom proposal for CFO, accounting, and/or tax services. Once you sign your proposal, you’ll get access to our secure client portal.
Onboarding!
Hooray! It’s time to make it official. But first things first: you’ll upload all requested documents into your client portal and give our team access to your financial systems. From there, we’ll schedule your onboarding meetings with your accounting and tax team and get started with our initial cleanup and setup.
RecEIve Your Proposal
You’ll receive a custom proposal from our team that you’ll sign and from there, you’ll get access to our secure client portal.
Onboarding!
Hooray! It’s time to make it official. But first things first: you’ll upload all requested documents into your client portal and give our team access to your financial systems. From there, we’ll schedule your onboarding meetings with your accounting and tax team and get started with our initial cleanup and setup.