Virtual CFO Advisory
for Incorporated Businesses
Strategic oversight, tax-smart planning, and real financial structure built for growth-stage companies.
Incorporated businesses don’t need more bookkeeping.
They need CFO-level clarity, proactive tax strategy, and financial leadership that drives growth.
- Incorporated: 3 - 5 years
Making $25,000+ per month and ready for your next stage of growth?
Sapphire is designed for incorporated businesses that want full compliance, stronger cash flow, and CFO-level decision support.
Includes:
- 12 monthly CFO advisory meetings (60 min each)
- Email access and quick decision support between meetings
- Cash flow forecasting + budgeting
- Tax-aware planning and oversight
- Year-end financial statement package
- QuickBooks Online + Dext subscription
Investment : $5999/month + GST
- Incorporated: 6 years or more
Making $40,000+ per month and ready for your next stage of growth?
Amethyst is for mature incorporated businesses that want high-level financial oversight, proactive tax strategy, and structured decision support.
This is where we move beyond bookkeeping and into true CFO leadership so your business scales with clarity, profitability, and control.
Includes:
- 12 private CFO strategy meetings (2 hours each)
- Ongoing email access + real-time decision support
- Advanced profitability and margin analysis
- Trend forecasting and growth-stage financial planning
- Year-end financial statement package
- QuickBooks Online + Dext subscription included
- Incorporated: 2 - 3 years
INFINITE GROWTH BLUEPRINT™
💙🚀 Limited Advisory Program
For established businesses ready for their next level of structured growth.
Infinite Growth Blueprint™ combines CFO-level financial oversight with Blueprint Numerology insight to support:
- Confident pricing and revenue decisions
- Strategic cash flow and expansion planning
- Clean financial systems that scale
- Leadership clarity and aligned execution
Minimum 3-month engagement
Limited to 6 businesses per start date.
(Initial Setup + Strategy Build credited toward month four)
Investment: $2999*/month+
I'll help you fall in love with your numbers.
With over 30 years of experience in business and financial management, I bring a wealth of knowledge to my clients. I have worked with various sizes of small businesses and I understand the challenges and issues that small business owners face.
Are you looking for a solution finder?
One such time, a large corporation contacted me to find $100,000 in missing accounts receivables which resulted in me developing a system to streamline their tracking system, so it did not happen again. Whatever your accounting or business financial challenge may be, I love finding solutions for my clients.
To find the right service package for your small business, schedule a Complimentary Consultation.
Proactive solutions for small business owners.
Book your Complimentary Consultation
assunta@assuntaiannillicpa.com
604.299.1470
Vancouver, BC