CFO Services

A virtual CFO (Chief Financial Officer) is an investment in the growth of your company. As every business grows, something happens. The more they grow, the more background, bureaucratic chores consume your time. If you don’t get control of this trend, it will eventually swamp your business & your dreams along with it. Outsourcing frees your time to focus on achieving key core business goals and planning. We pull the busy work off your plate.

This is why you went into business in the first place instead of just getting a job. We pull the hated, boring, tedious but necessary functions off your hands and give them to people on our staff that love doing it. Believe it or not, there are people who love doing it. You don’t love doing it. You should fire yourself and hire us. That will make us both happy.

In addition, our qualified CFO talent is available for advice & CFO consultation. He or she is a crucial member of your strategy team. 

We have significant experience as CFO with Fortune 500 companies. 

Virtual Chief Financial Officer

CFO is an outsourced service provider offering high skill assistance in financial & administrative requirements of an organization, just like a chief financial officer & his staff do for large organizations.

Ellis experienced CFOs, executives, accountants & tax professionals perform administrative, accounting & payroll functions can help owners, management, and board members solve financial management & operational issues by providing unique guidance and advice. See business services.

You can depend on experienced, high-level professionals to provide the financial insights you need to meet the challenges you face. We provide all the back room services you need; as well as advice, explanations & recommendations.

    • Financial strategy
    • Short & long term forecasting
    • Financial systems strategy & design
    • Budgeting
    • Projections
    • Facilitating & supporting financial reporting
    • Raising capital
    • Interim CFO services
    • Cash flow analysis & restructuring
    • Renegotiating vendor contracts
    • Restructuring client contracts
    • Ensuring pricing is aligned with company & industry trends
    • Analyzing commission structures
    • Supply chain management
    • Attributing costs to revenues
    • Accounting & bookkeeping
    • Payroll
    • Financial Statement
    • Bill pay
    • Collections
    • Data driven management
    • Capture & interpret critical operating data
    • CFO service
    • Streamline & simplify
    • Cash management
    • Remote office
    • Management financial statements
    • Compiled financial statements

Ellis Proposal


Proposal Ellis CPA

Ellis CFO Services Price List


Startup Established Controller Virtual CFO
Typical Client Size Less than 10 Employees Less than 10 Employees 10-20 Employees 20+ Employees
Service Description Reactive Reactive Proactive Strategic
Onboarding 4 weeks 4 weeks 6 weeks 8 weeks
Month-End Close x x x x
Financial Statements x x x x
Email support Limited Unlimited Unlimited Unlimited
Virtual Meetings A La Carte 1 per month 2 per month 1 per week
Director’s Meetings 1 per year 2 per year
Setup your accounting system x x x x
Monthly bookkeeping x x x
Company-wide KPIs x x
12-Month Forecasting x x
Business Tax Return A La Carte A La Carte x x
Tax Planning and Projections A La Carte A La Carte x x
Customized Reports & Projections x
Forecast Cash Flow x
Budget-to-actual reports x
Lender relationships x
Starting at $300/month $800/month $300/week $800/week
Additional services:        
Paying Bills A La Carte A La Carte A La Carte A La Carte
Payroll & Contract Management, Exp Tracking A La Carte A La Carte A La Carte A La Carte
Invoicing A La Carte A La Carte A La Carte A La Carte
Cash Flow Management A La Carte A La Carte A La Carte A La Carte
Individual Tax Return A La Carte A La Carte A La Carte A La Carte