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 for the highly driven service-based entrepreneur. 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.
A holistic, integrated team approach to your business finances.
Each of our monthly clients gets a dedicated team of finance professionals, including a CFO or senior accountant, tax advisor, and client success coordinator. Gone are the days of being a middle-man between your bookkeeper and tax accountant. You’ll have multiple eyes on your finances and taxes, and 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, save on taxes, and increase their profits.
profitable to
wealth-creating
VIRTUAL
CFO
$5,000-$10,000/month
Our VIP Virtual CFO service provides all-hands-on-deck, high-touch point support. Our $2M to $10M service-based 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
- Access to a community of entrepreneurs, business and money trainings and workshops, additional advisory calls, and more resources to help you build wealth in The High Profit Society™
THE FINANCE
SUITE
$2,500-$4,000/month
The Finance Suite is ideal for service-based business owners making $1M to $3M in revenue. They are focused on cash flow and profitability as their business and team grow 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 done-for-you budget creation
- One-on-one advisory support in areas like team compensation plans and financial systems
- Quarterly one-on-one financial reviews with your dedicated Virtual CFO plus email and back pocket Slack support
- Community support, business and money trainings and workshops, group advisory calls, and more resources to help you build wealth in The High Profit Society™
reactive to
proactive
reactive to
proactive
The Finance Suite
$2,500-$4,000/month
The Finance Suite is ideal for service-based business owners making $1M to $3M in revenue. They are focused on cash flow and profitability as their business and team grow 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 done-for-you budget creation
- One-on-one advisory support in areas like team compensation plans and financial systems
- Quarterly one-on-one financial reviews with your dedicated Virtual CFO plus email and back pocket Slack support
- Community support, business and money trainings and workshops, group advisory calls, and more resources to help you build wealth in The High Profit Society™
Messy to
organized
MONTHLY
ACCOUNTING
$1,500-$3,000/month
Our monthly accounting service is ideal for service-based business owners generating $400K to $2M in revenue 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, create their first financial strategy for their business, and optimize their tax payments with confidence.
Services included:
- Monthly accounting and financial statements for clarity in your business performance
- Annual tax planning and preparation for business and personal income taxes to file with confidence and optimize your tax bill
- Email and office hours support from your dedicated accounting and tax teams
- Group financial and business advisory support, business and money trainings and workshops, a community of peers and more resources to help you build wealth in The High Profit Society™
EACH TIER INCLUDES
FULL ACCESS TO OUR
YOUNG AND CO
client PERKS
INCLUDING THE HIGH PROFIT SOCIETY™!
ALL YEAR LONG YOU CAN TAKE ADVANTAGE OF OUR CLIENT PERKS AND ADDITIONAL RESOURCES INSIDE THE HIGH PROFIT SOCIETY™:
BUSINESS AND MONEY TRAININGS
FRAMEWORKS AND TEMPLATES TO HELP YOU GROW YOUR BUSINESS AND WEALTH
MONTHLY GROUP ADVISORY CALLS
AND SUPPORT IN OUR CIRCLE COMMUNITY TO HELP YOU CREATE AND IMPLEMENT YOUR HIGH PROFIT STRATEGY
A COMMUNITY OF GROWTH-MINDED ENTREPRENEURS FOR PEER ACCOUNTABILITY, FEEDBACK, AND SUPPORT
QUARTERLY CEO PLANNING DAYS TO MAP OUT YOUR 90 DAY PROFIT PLAN AND MAKE CONSISTENT PROGRESS TOWARD YOUR GOALS
EACH TIER INCLUDES
FULL ACCESS TO OUR
YOUNG AND CO
client PERKS!
ALL YEAR LONG YOU CAN TAKE ADVANTAGE OF OUR CLIENT PERKS AND ADDITIONAL RESOURCES INSIDE THE HIGH PROFIT SOCIETY™:
BUSINESS AND MONEY TRAININGS
FRAMEWORKS AND TEMPLATES TO HELP YOU GROW YOUR BUSINESS AND WEALTH
MONTHLY GROUP ADVISORY CALLS AND SUPPORT IN OUR CIRCLE COMMUNITY TO HELP YOU CREATE AND IMPLEMENT YOUR HIGH PROFIT STRATEGY
A COMMUNITY OF LIKE-MINDED ENTREPRENEURS FOR PEER ACCOUNTABILITY, FEEDBACK, AND SUPPORT
QUARTERLY CEO PLANNING DAYS TO MAP OUT YOUR 90 DAY PROFIT PLAN AND MAKE CONSISTENT PROGRESS TOWARD YOUR GOALS
HERE’S HOW THE YOUNG AND CO VIRTUAL CFO PROCESS WORKS:
Fill Out Our Financial Health
Assessment
Fill out our questionnaire by clicking “I’m Ready To Get Started!” We’ll gather high-level information about your business, money, and goals, and you’ll upload financial statements or tax returns for our review.
Schedule Your One-On-One
Review Call
Once you’ve scheduled your Financial Health Assessment 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 which service options suit your business best.
Fill Out Our Financial
Health Assessment
Fill out our questionnaire by clicking “I’m Ready To Get Started!” We’ll gather high-level information about your business, money, and goals, and you’ll upload financial statements or tax returns for our review.
Schedule Your One-On-One
Review Call
Once you’ve scheduled your Financial Health Assessment 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 which service options 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 from our team for CFO and advisory support that you’ll sign and from there, we’ll kick off the onboarding process!
Onboarding!
It’s time to make it official. The onboarding and initial roadmap phase can last from 30-90 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.
RecEIve Your Proposal
If we decide that working with our team is your best next step, you’ll receive a custom proposal from our team for CFO and advisory support that you’ll sign and from there, we’ll kick off the onboarding process!
Onboarding & Roadmap
It’s time to make it official. The onboarding and initial roadmap phase can last from 30-90 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.
I’m ready to get started