_PNG.png)
VIRTUAL CFO
Customized CFO Services that Promote Growth
In today’s dynamic and complex business landscape, organizations face increasing pressure to maintain financial health while driving strategic growth. Allow us to become your strategic partner. CGX Advisors provides virtual CFO services tailored to meet your company's specific goals and objectives. Our team of seasoned professionals offers advisory services that encompass a wide range of functions designed to enhance an organization’s financial performance and ensure robust governance.
Explore Our Standalone Projects
Profitability Analysis
Unlock hidden opportunities to drive growth and maximize profitability.
Whether it's a project, merger, acquisition, or capital investment, we can assist with that. As your Virtual CFO, we will serve as your strategic partners, providing insights that drive business strategy and assist with making the best decisions.
Pricing: Varies. Schedule A Consultation For A Personalized Quote.
Cash Flow Analysis
Gain control of your finances and ensure long-term stability.
Just starting out? We can assist with that as well. We will work to understand your business, as well as your financial goals. We will then set up your chart of accounts and connect your banking and/or credit card accounts. Lastly, we will talk through which business reporting would work best for you and your business.
Pricing: Varies. Schedule A Consultation For A Personalized Quote.
KPIs and Metric Analysis
Measure success with data-driven insights for informed decisions.
It's important to understand how your business is doing. We can assist by researching and implementing key performance indicators (KPIs) and metrics that help track your business's financial health and operational efficiency, fostering a culture of accountability and continuous improvement.
Pricing: Varies. Schedule A Consultation For A Personalized Quote.
Ongoing CFO Services
Guiding your financial decisions throughout the year!
Our ongoing CFO Services are completed monthly. All our monthly packages include the following:
Strategy Meeting
Monthly Meeting
Convenient Virtual Support
Compliance Services
Advisory Services
Detailed Monthly Business Reporting
Explore Our Monthly Virtual CFO Packages
Independent Care Package
4 Weeks Onboarding Timeline
​​
Month End Close
​
Financial Statements
​
Company Wide KPIs
​
12 Month Forecasting
​
Annual Strategic Planning Meeting
​
1 Monthly Business Review
​
72 Hours Email Support Response Time
​
24 Hours Phone Support Response Time
​
12 month commitment
Pricing: Starting at $1750/month
Assistant Care Package
6 Weeks Onboarding Timeline
​​
Month End Close
​
Financial Statements
​
Company Wide KPIs
​
12 Month Forecasting
​
Revenue Recognition
​
Performance by Project
​
Quarterly Strategic Planning Meeting
​
2 Monthly Business Reviews
​
48 Hours Email Support Response Time
​
24 Hours Phone Support Response Time
​
Up to 5 hours of IRS Notice and Audit Support per year
​
No Contract - 90 Days Notice to Cancel
​​
Satisfaction Guarantee**
Pricing: Starting at $2950month
Skilled Care Package
8 Weeks Onboarding Timeline
​​
Month End Close
​
Financial Statements
​
Company Wide KPIs
​
12 Month Forecasting
​
Revenue Recognition
​
Performance by Project
​
Customized Department Reports
​
Cash Flow Management
​
Monthly Strategic Planning Meeting
​
4 Monthly Business Reviews
​
24 Hours Email Support Response Time
​
24 Hours Phone Support Response Time​
​
Up to 10 hours of IRS Notice and Audit Support per year
​
No Contract - Cancel Anytime
​
Satisfaction Guarantee**
Pricing: Starting at $4250/month
**Satisfaction Guarantee includes refund of last month of service if unsatisfied.
Optional Virtual CFO Add-On Services
Elevate your financial strategy with our Virtual CFO add-ons, providing expert guidance, detailed reports, and proactive insights that fuel your growth. From tax planning to financial forecasting, we deliver the tools and support you need to make informed decisions and drive long-term success.
Tax Planning and Projections Lease vs Buy Decisions Assistance Obtaining Financing
Bank Relationships Financial Forecasting Budget Preparation
Quarterly Federal Income Tax Filing