At KG Virtual CFO, we recognize that not every business can afford a full-time chief financial officer or accounting team. That’s why, backed by our experienced team, we’ve tailored our DIY Support to be an affordable and efficient solution for small businesses striving for better financial health without the overhead of in-house CFO services.

Get Expert CFO Support with QuickBooks Online (QBO)

Our Quickbooks Online ProAdvisors team offers step-by-step assistance in setting up and answering questions about your QuickBooks Online account, ensuring you’re not just coping, but excelling in managing your company’s finances.

  • Setup and Customization: We’ll help tailor your chart of accounts to reflect the unique needs of your business.

  • Transaction Management: Our experts will assist in synchronizing, downloading, and reconciling all your banking and credit card transactions to keep your financial statements accurate.

  • Invoicing and Payments: We’ll guide you through creating invoices, managing sales receipts, setting up recurring transactions, and more!

  • Ongoing Guidance: Tackle any bookkeeping or general accounting issues with our professional advice—aiming at boosting your business performance.

Properly setting up and managing QuickBooks Online can significantly enhance your company's financial performance, supporting strategic planning, operational budgeting, and forecasting, while also facilitating communication with investors and board meetings through clear KPIs.

 

Wave Setup Assistance

Need help setting up your Wave account from the ground up? Ask about our Bookkeeping Starter service. Additionally, our Bookkeeping Starter service can prepare your business for raising capital by ensuring your finances are well-organized, setting a solid foundation for securing funding. Schedule a free consultation today!

 
Our DIY CFO services are for those who can't afford outsourced CFO services. Work with our experienced team for excellent financial planning support.
 

Coming Soon: DIY Bookkeeping Membership Group!

Exciting news for DIY bookkeeping enthusiasts and small business owners! KG Virtual CFO is launching an exclusive Bookkeeping Membership Group, designed just for you. Whether you're juggling bookkeeping for startups or seeking cash management solutions, this membership is tailored to foster both community support and expert guidance.

Why Join Our Bookkeeping Membership Group?

  • Community Support: Connect with other business owners who are also navigating the challenges of DIY bookkeeping. Share experiences, bookkeeping tips for small businesses, and grow together.

  • Expert Guidance: Have direct access to professional accounting advice from KG Virtual CFO. Our experts will lead bi-weekly group meetings, providing insights and answers to your pressing bookkeeping questions.

  • Personalized Check-Ins: Opt for one-on-one sessions with the KG Virtual CFO for tailored startup bookkeeping strategies and deeper financial analysis.

This group is perfect for business owners looking for a blend of independence and support in managing their finances. Whether you're just starting out or looking to refine your financial strategies, our membership offers the tools and community needed to thrive.

Interested?

Don't miss out on this opportunity to enhance your financial expertise and network with like-minded business owners. Sign up for our waitlist today and be the first to know when we launch. Take your business to the next level with empowered bookkeeping and effective cash management solutions that drive real results.