Add-ons

Customize your subscription with add-ons

No two businesses are alike. We offer add-on services to enhance the value of your subscription.

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See Pricing

What We'll Do For You

Priced during our initial call

Customer Profitability

Assign labor and out of pocket costs by a top-level customer to get customer profitability

Deferred Revenue Management

Manage deferred revenue for subscriptions paid in advance

Location / Class Data

Assign transactions locations and classes. Useful for tracking information by an office or department

Multiple Entity Consolidation

Manage more than one of your corporate entities and provide a consolidated financial report.

Departmental Budgeting

Create departmental level budgets. Track actual vs. budgeted spending.

QuickBooks Online Plus

If we migrate you to QuickBooks Online we include your subscription in our price

Inventory-Basic

Manage up to 30 SKUs of your inventory and value your inventory quarterly.

Offered to customers who are primarly software or service providers buy may have a small inventory component to their business.

Receipt Management

Use HubDoc to manage receipts that back up charges that appear on credit cards

Invoicing Starter Pack

Prepare and send in QuickBooks up to 25 customer invoices per month. You collect payments.

This add-on is intended to help an early stage customer get started with invoicing. As volume and complexity grows we expect to be replaced by an internal resource.

Weekly CFO Meetings

CFO attendance at weekly leadership meetings or other standing meetings.

Priced after we have started working together

Annual 1099 Processing

Prepare and send annual Form 1099s. Priced as a single processing charge and cost per form based on number of forms submitted.

Due Diligence Support

Work as part of your team to respond to lender or investor inquiries to close a financing round. Priced per raise

Annual Audit or Review Assistance

Prepare all supporting documentation and work with your auditors to complete your audit. Priced per audit/review.

Note we do not perform the audit or review. We just make it much easier for you to go through the process.

Excess Onboarding Cleanup

When we onboard a new customer we plan to do some measure of "clean up" work. This is limited to three months of transactions in up to six bank and credit card accounts.

Cleanup work above and beyond our standard will incur additional cost.

Cap Table Management

Manage your cap table. We keep track of various securities issuance, grants, etc. You manage any equity plans, issue grants, etc.

For smaller cap tables we use Excel. For larger ones we use Carta.

Financial Analysis

We build into our Virtual CFO subscription up to five custom financial analyses per year.

Additional analyses may be purchased at additional cost.

Frequently Asked Questions

Does every subscription have add-ons?

Most add-ons are for our Virtual Accounting subscription because we are doing the transactional work for you.

We offer some add-ons such as Customer Profitability or Deferred Revenue to our Virtual CFO subscribers since we can usually overlay those systems to what is currently in place.

Why price add-ons at different times?

We've worked with enough customers to the point where we've gotten comfortable with the time and effort to deliver certain add-ons, so we price them during our intial call. This gives you full pricing transparency.

Other add-ons aren't needed at first, so we price those when needed. We want you to know that we have the capabilities to support you as your company grows.