FAQ
Your Virtual CFO
Your Virtual CFO FAQs
Answers to essential questions about outsourced CFO services—pricing, service scope, timelines, onboarding, reporting, strategy support, compliance, client eligibility, customization, and scaling.
What exactly does a Virtual CFO do?
Let us help you with high-level financial oversight and strategy, so you can confidently manage your budgets, forecasting, cash flow, and long-term planning—all from a virtual platform.
Is this service only for businesses?
Absolutely not. We specialize in helping professional families who are tired of trying to piece together their financial life. We provide the expertise to create a clear financial strategy, giving you back your time and peace of mind.
How do we meet if you’re virtual?
We connect via video call, phone, and secure cloud-based tools—flexible and easy for you.
If you are local in Calgary, you are welcome to meet us in person at our Quarry Park location.
Do you replace my bookkeeper or accountant?
No. We collaborate with them and focus on strategic direction, planning, and financial leadership.
How much does it cost?
Pricing varies by service level. Contact us for a tailored quote based on your business needs.