FRACTIONAL CFO

Fractional

CFO

WE ARE AN EXTENSION OF YOUR REVENUE MANAGEMENT & FINANCIAL TEAM!

SIGNATURE SERVICE

We are Your

Virtual CFO

Jessica Matthews of The ACCOUNTANT EXEC, located in Baton Rouge, LA, offers virtual chief financial officer (VCFO) services. A VCFO is an outsourced accounting service provider that offers crucial business accounting services typically associated with a full-time chief financial officer, but at a more cost-effective rate. These services are particularly beneficial for growing businesses that require professional financial guidance but may not have the resources to hire a full-time, in-house CFO. Additionally, larger businesses seeking cost reduction can also benefit from VCFO services.


Unlike a standard CFO who may bring personal experience to the table, Jessica Matthews provides access to a dedicated accounting expert with decades of experience. Her VCFO services are customizable to meet the unique needs of each business she works with. From handling payroll to assisting with strategic business planning, Jessica Matthews collaborates closely with her clients to ensure all their accounting essentials are met effectively.

Book a Consult

Choose your plan

STARTER

  • Up to 2 Accounts
  • 100 Max Transactions
  • Quickbooks Online or Xero
  • Bank and Credit Card Reconciliations
  • Monthly Financial Reports
  • Review Chart of Accounts


Perfect for newer business owners

starting at $350

up to 2 accounts/ month

GROWING

Everything included in the Starter Plan PLUS


  • Up to 4 Accounts
  • 200 Max Transactions
  • Up to 2 Advisory Meetings


Perfect for a scaling business

starting at $500

up to 4 accounts/ month

ESTABLISHED

Everything included in the Growing Plan plus:



  • 300 Max Transactions
  • Unlimited Email/Phone Support


Perfect for an established business

starting at $750

up to 4 accounts/ month

Get in touch to receive all the relevant info.

ENTERPRISE PLANS:

Need a custom plan

for larger teams?

  • Unlimited Transactions
  • Monthly Management Reports & KPI’s
  • Tax Planning and Projections
  • Industry Benchmark Reporting
  • Customized Financial Reporting
  • Quarterly Cash Flow Analysis


Standalone Services

Select the plan that's right for your business. You can always upgrade or downgrade later.

$175/ hour

Consulting

  • Semi-Monthly Payroll
  • (up to 5 employees/contractors)
  • Direct Deposit (for each employee)
  • Employee Portal (to view paystub and W2)
  • Filing & Remittance of all Federal + State Tax Returns and Taxes
  • Electronic Submission of W2’s​
  • *each additional employee $20 per month
  • ONLY available with a Monthly Bookkeeping Subscription

PAYROLL

$125

STARTING AT

Our team can handle the clean-up process. If you have not done any bookkeeping for some time, or if there has been work done but it needs to be re-done there will also be a one-time catch-up or clean-up fee. 


ONE TIME CLEAN UP

$2500

STARTING AT

More Details About CFO Services

  • Comprehensive Financial Record Keeping

    Jessica ensures accurate recording of financial transactions using source documents such as bills and invoices. This meticulous approach to record-keeping forms the foundation for robust financial management.

  • Efficient Expense Organization:

    Beyond recording transactions, Jessica organizes post-sales transactions, inventory purchases, and company expenses. By maintaining a structured expense organization system, she enables businesses to track and manage their financial outflows effectively.

  • Timely Financial Reporting:

    Jessica computes financial transactions, payroll data, and other records to generate monthly financial statements promptly. Timely financial reporting provides businesses with valuable insights into their financial health and performance.

  • Can I get a full refund?

    Performance Evaluation and Decision Making: Jessica assesses business financial performances and provides actionable insights to facilitate informed decision-making. By analyzing key financial metrics and performance indicators, she helps businesses identify areas for improvement and capitalize on opportunities for growth.

  • Strategic Planning and Forecasting:

     Jessica assists with strategic planning and detailed forecasting to help businesses make informed decisions for their financial future. By leveraging her expertise in financial modeling and analysis, she helps businesses develop realistic growth strategies and navigate market uncertainties effectively.

  • Process Optimization and Risk Management:

    Jessica helps businesses plan effective financial processes, maintain and report financial activities, and manage financial risk. By optimizing financial workflows and implementing robust risk management strategies, she helps businesses operate more efficiently and securely.

Bookkeeping

At The Accountant Executive in New Orleans, we offer comprehensive bookkeeping services covering sales, invoices, expenses, credit, and debit notes. Our expert team can handle reconciliation for up to 2 accounts with detailed monthly financial reporting. Let us take care of your finances while you focus on growing your business.

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Payroll

At The Accountant Executive in New Orleans, we offer fractional CFO, bookkeeping, and tax services for small business owners. Our convenient package includes biweekly payroll for up to 5 employees/contractors, online employee portal access, and filing of federal and state tax returns. Let us handle your financial needs efficiently!

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Tax Preparation

At The Accountant Executive in New Orleans, we offer a one-time fee to prepare a full annual accounts package for PLCs. Our services include Profit and Loss statements, Balance Sheets, and Company Tax Returns, providing small business owners with comprehensive financial support all in one place.

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