Virtual CFO
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 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 the 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 and membership perks roll out the red carpet no matter the tier you’re in. And despite what you may think, you’re not expected to be an expert in all things business finances.
YOUNG AND CO
SERVICE OFFERINGS
Gone are the days of piecemealed, a-la-carte services that lack cohesion and strategy. With over 120 years of combined experience in small business accounting, tax, and finance, our process takes your finances from…
Messy to
organized
CLARITY
TIER
Starts at $1,250/mo
Business owners in the Clarity Tier generally have low-to-mid six-figure businesses and are ready for a higher-level service. With new growth happening quickly, clients in this tier get the support they need to clean up their finances and submit their tax returns with confidence.
Services included:
- Monthly bookkeeping
- Basic financial reporting
- Tax planning and preparation for business and personal taxes
- Support from your dedicated bookkeeper and tax accountant
PARTNER
TIER
Starts at $2,000/mo
Business owners in the Partner Tier have mid-to-high six-figure businesses or have recently crossed into the seven-figure range. They are focused on profitability as their business grows and need a more proactive, forward-thinking approach to their financial and tax strategy.
Services included:
- Monthly accounting
- Enhanced financial reporting and trend analyses
- One-on-one tax planning, preparation, and strategy support for business and personal
- Quarterly one-on-one financial reviews with our CFOs
- Email and office hours support
reactive to
proactive
reactive to
proactive
PARTNER
TIER
Starts at $2,000/mo
and tax strategy.
Services included
- Monthly accounting
- Enhanced financial reporting and trend analyses
- One-on-one tax planning, preparation, and strategy support for business and personal
- Quarterly one-on-one financial reviews with our CFOs
- Email and office hours support
profitable to
wealth-creating
IMPACT
TIER
Starts at $4,000/mo
The Impact Tier is our all-hands-on-deck, high-touch point Virtual CFO service. 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
- Forecasting and budgeting
- Growth plans and financial goal setting
- Team incentive plans
- Monthly one-on-one strategic calls with your dedicated Virtual CFO
HERE’S HOW THE
YOUNG AND CO 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!
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 meeting with your Account or Tax Manager. Make sure to complete your new client checklist prior to that call.