BI CFO / Virtual CFO
An accountant as your part-time CFO
Monthly numbers you can act on, cash planned weeks ahead, and estimated tax and filing deadlines handled. From $1,500 a month. Talk to an accountant first, free.
What you get every month
- A dedicated accountant as your part-time CFO
- Monthly close and cash flow review in QuickBooks or Xero
- Estimated tax and filing deadline tracking
- Budgets, projections and board or investor packs
- Weekly calls and a quarterly business review
- Up to 300 questions and 12 reports a month
You probably need one if
- Cash shortfalls surprise you instead of showing up weeks ahead
- Monthly numbers arrive late, or only at year end
- You cannot say which products, customers or branches make money
- A bank or investor wants projections and nobody can build them
- A big decision is coming: a loan, a new branch, a fundraise or a sale
$1,500 a month · $15,000 a year
No sales tax is charged; the service is supplied from India. No payment until you agree the scope.
How it works
- Free call. 30 minutes on how your business runs and what is not working.
- CFO health check. We review your last 12 months and show you what we found.
- Fixed proposal. Scope, monthly deliverables and fee in writing.
- Monthly rhythm. Books closed on a fixed date, a management report, cash forecast and a review meeting.
Not ready for a monthly CFO? Start with a free CFO health check.
What clients say
We already had an accounting team, but needed senior financial oversight. BI-Outsource’s Virtual CFO helped us turn our accounting data into management information — with cash-flow forecasting, budgeting and clear KPIs for the leadership team.
Summit Growth Partners, Austin, Texas, USA
BI-Outsource works like an extension of our finance team. They handle the financial reporting and analysis while giving management the CFO-level visibility we need to make better decisions.
BrightPath Solutions Inc., Miami, Florida, USA
Common questions
How much does a Virtual CFO cost?
$1,500 a month, or $15,000 a year paid upfront. No sales tax is charged; the service is supplied from India. The scope is agreed on the first call, and you pay only if you go ahead.
What happens on the free call?
A 30-minute call with an accountant. We look at how your business runs today, where the numbers are weak, and what a Virtual CFO would change. You get a written proposal afterwards.
Who will be my CFO?
A senior member of the BI-Outsource team, led by chartered accountants, who stays with your business so you do not have to explain things twice.
Do I still need my accountant?
Your Virtual CFO works with your existing accountant, or BI-Outsource can take over bookkeeping and compliance as a separate service.
Which software do you work in?
QuickBooks Online or Xero, and most other common accounting software. We work inside your own systems with individual logins.
Is my data safe?
Every team member signs a confidentiality agreement. We work in your systems with individual logins and multi-factor authentication, and keep no copies on personal devices.