MAJOR CPA SERVICES

Virtual CFO &
Monthly Accounting

Ongoing bookkeeping, financial reporting, and strategic support for growing businesses.

Schedule Virtual CFO Discovery Call

Schedule your initial consult

Major CPA Tax & Accounting Services PLLC provides Virtual CFO and outsourced accounting services for business owners who need organized books, reliable financial reporting, and ongoing financial insight.

How It Starts

Discovery Consultation

The discovery consultation allows the firm to review bookkeeping status, accounting systems, financial reporting needs, and determine the appropriate service package.

Length

45 Minutes

Fee

$250

Note: The $250 fee may be applied toward your engagement if you proceed with our services.

BOOK YOUR SESSION

Comparison

Virtual CFO
Pricing Matrix

Package

Monthly Fee

Best For

Essential Accounting

$700 / month

Small businesses needing reliable bookkeeping

Growth CFO

$1,200 / month

Businesses needing financial insight and reporting

Strategic CFO

$2,000+ / month

Businesses needing strategic financial guidance

Custom / Enterprise

Custom Pricing

Multi-entity or complex businesses

The Details

Monthly Package Details

Essential Accounting
700$
Every month
Valid for 12 months
- Monthly bookkeeping
- Transaction categorization
- Bank reconciliations
- Credit card reconciliations
- Monthly close process
- Profit & Loss statement
- Balance sheet reporting
- Secure client portal
Growth CFO
1,200$
Every month
Valid for 12 months
- Everything in Essential package
- Monthly financial review meeting
- KPI / performance tracking
- Budget-to-actual review
- Cash flow monitoring
- Financial dashboard reporting
- Advisory email support
Advisory email support
2,000$
Every month
- Everything in Growth package
- CFO-level strategy support
- Advanced forecasting
- Profitability analysis
- Strategic planning support
- Tax planning coordination
- Lender / investor reporting assistance

Custom / Enterprise

ENTERPRISE SOLUTIONS

For organizations with complex structures, evolving needs, or a desire for deeper strategic partnership.

We work closely with leadership teams to design a tailored accounting and advisory approach that supports long-term growth, operational clarity, and smarter decision-making.

Schedule a consult

What this can include:
   •   Multi-entity accounting and consolidation
   •   Custom reporting and financial insights
   •   System integrations and process optimization
   •   Internal financial controls and oversight
   •   Ongoing advisory and leadership collaboration

Schedule a consult

Important Tax Preparation Note

Virtual CFO services focus on bookkeeping, financial reporting, and advisory support. Annual tax return preparation is quoted separately based on entity type and complexity.