Virtual Accounting Pricing: The Transformation Package

The Transformation Package - $6,325/mo

Gain confidence in your financial decision-making with The Transformation Package. By providing you with a comprehensive suite of tools and expert guidance. This package instills a deep sense of assurance, empowering you to make transformative choices that will reshape the future of your business.

30-day Money-back Guarantee

Unlimited Virtual Financial Review Meetings per Calendar Year

E-mail Support

Monthly Bookkeeping via QuickBooks Online

Payroll via Gusto

Financial Reporting Package

Yearly Financial Roadmap

1099 Filing & Distribution

Business Income Tax Return

Personal Tax Return for 1 Owner

Employee Expense Reports

Accounts Receivable Management

Accounts Payable Management

Quarterly Estimated Tax Calculations

Industry Benchmarking Analysis - 1x per Year

Reasonable Compensation Study for Owners

Financial Forecasting

Tax Planning

Accrual Basis of Accounting

Monthly Cash Flow Meetings

Assistance With Custom Automation

Prepare Business Plan

Questions this package will help you answer:

How much money are we making?

What are our agency’s margins?

What milestones do I need to hit to achieve X goal?

How is our agency performing against our goal?

How should we pay our people?

What contractors do I need to give a 1099 to at the end of the year? How do I do that?

How much money do my customers owe me and how long have they owed it for?

How much money do I owe vendors?

How does our agency stack up against other agencies like ours?

How much should we pay the owners of the agency?

How much money should I pay in taxes throughout the course of the year?

How do we reimburse employees for out of pocket expenses?

How do we make sure the spending doesn’t get out of control?

How do we make sure those expenses are attributed to the correct customers?

How close are we going to come to attaining our financial goals? What do we need to do in order to course correct?

How do we optimize how we manage our agency in order to save as much money on taxes as possible?

How much have our customers paid us that that we now owe them work for?

In other words, how much money do we have in the bank that’s not technically ours?

How much cash should we keep in the agency and when is it safe to distribute cash to owners?

What bills should we pay and when?

How do we make the agency less risky to operate?

How do we make the agency more attractive to a potential buyer?

What does our agency’s debt picture look like and when do we think we can pay it down?


Mick Wilcox

CEO at Khronos

I would highly recommend Chris and his team for any marketing agency. Calling Chris a virtual CFO or accountant vastly undersells the value Chris brings to the table. As a first time CEO of an agency, I have all kinds of questions from bookkeeping to accounting, to taxes, to valuations, and the list goes well outside the normal financial realm. Chris has input and connections in a vast array of areas and always connects me so I can get answers to keep my agency thriving. He has become more of a trusted advisor as opposed to just a virtual CFO. If you need someone to grow your business the correct way, your first call should be to Chris. Your second call can be to your clients.

Book a free 45-minute Discovery Call with Jeff Byington, our business development representative . Before you do, check out this short video so you know what to expect from our time together. Then, you can book your Discovery Call by using this link.

We currently work with businesses that range in size from sole proprietors to 100+ employees and revenue between $75K and $9M. Agencies specifically range in size from 1 to roughly 30 employees and revenue between $175K and $3M.

We work with people all over the United States, and occasionally even international clients. Our clients range from Rhode Island to Florida to California and everywhere in between.

It can take 60-90 days to optimize your QuickBooks centric system and customize your reporting package. 60-90 days is the "steady state,” but you will start seeing value right out of the gate.

We will never send you an invoice apart from your monthly subscription, unless something is obviously out of scope. However, even in such circumstances, you'll know what to expect before you get the invoice.

You will have at least two dedicated staff members, who will be handling all of the bookkeeping, accounting and financial reporting for your account. More info about Better Way CPA's team can be found here.

Yes, part of the onboarding services will include organizing your QuickBooks Online file.

  • Each client's financial statements go through two levels of “human review” each month, with a cumulative 64-point review checklist. 
  • Bots. Lots and lots of bots. We deploy about a dozen automated proprietary bots in order to proactively check for anomalies within your books on an ongoing basis.

We use Gusto, a payroll platform that helps businesses like yours onboard, pay, insure, and support your hardworking team. For more information, please visit

Our outsourced accounting packages include access to a secure client portal. The reporting and analytics dashboard offers real-time financial reporting with data that is integrated with your accounting processes. Our goal is for business owners to be empowered to make informed business decisions based on accurate, timely and reliable data. This specialized financial reporting package isn't just financial data, it incorporates non-financial data, too, as well as forecasts and the ability to do "what-if" analysis in real-time.

Simply put, we compare your business' financial results with those of your peers. In some instances, we can compare your business to those in the same industry, in the same state, and with relatively the same size. This analysis helps to quickly identify where and why you need to make adjustments in your business to become more profitable.

We are certified in your tech stack:

Are you ready to workyour business?

Stop working in your business.
Start working on your business.

There’s A Better Way to meet the demands of a growing client base, to innovate your business and to control your finances — all while enjoying the life you envisioned when you first started your marketing agency. Our outsourced accounting firm for marketing agencies will help you compete in today’s unpredictable marketplace. We take the confusion out of your data.

We help smaller agencies think big

We help larger agencies operate lean and focus on innovation.

We build new systems and integrate software, ensuring data accuracy.

We manage and forecast cash flow.

Take a test drive of the financial reporting dashboard.

Grow smart with a virtual CFO.

Marketing Agency Accounting

Scale Smartly:

Just because your business landed a big client doesn’t mean you’re ready for additional hires. We can help you make smarter decisions that grow your agency with profitability in mind — from boosting efficiency with the right digital tools to managing your cash flow.

Cut Costs:

Hiring a virtual accounting firm can be up to an 86% savings compared to filling an internal team. That's 13.5% of what it costs to hire a Chief Financial Officer, 16.79% of what it costs to hire a controller and 21.5% of what it costs to hire a bookkeeper — not including the costs of benefits and payroll taxes.

Build Cash Reserves:

A cash reserve lets you make the decisions for your business that you want to make as opposed to the decisions you have to make. It also allows you to scale by bringing on additional resources without running into a cash flow crunch. A cash reserve also helps your marketing agency survive unexpected downturns.

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