Increase Profits, Improve Cash Flowand Plan for Growth.
A Virtual CFO helps you do it all.
Empower Your Business
with a Virtual CFO
If you’re tired of making critical decisions based on past numbers alone and you want more than reports and records–a Virtual CFO can help.
If you need foresight, strategy, and a financial roadmap that matches your ambitions–a Virtual CFO is the answer.
If you need comprehensive business advice, strategic advice, and financial expertise to guide your decisions and optimize your financial performance–you need a Virtual CFO.
The YBL Difference
Integrated approach
Seamlessly add a VCFO advisory plan to your Bookkeeping and Payroll services, eliminating the disconnect between multiple providers. Get a team of experts all working together to make your business better.
Client success at heart
Our dedicated team checks in regularly, ensuring your services evolve with your needs.
Actionable insights, real results
We translate numbers into clear steps that enhance operations, support strategic growth, and strengthen your bottom line.
Our Virtual CFO service brings an end to costly trial-and-error decisions
A VCFO is like having a high-level financial partner whose sole purpose is to help you understand, optimize, and grow your business financially - without the hiring cost of a full-time executive. Unlike a traditional CFO, which only large organizations could previously afford, a VCFO provides comprehensive advisory services to help businesses make informed decisions and plan for their strategic goals at a fraction of the cost. It’s not just about better bookkeeping or more detailed reports.
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Basing decisions on data-driven budgeting, forecasting, and scenario planning—no more guesswork
Anticipating market shifts, optimizing cash flow, and setting long-term goals to ensure you’re always one step ahead
Identifying key performance indicators, streamlining operations, and leveraging proactive tax planning to keep more of what you earn
Improving financial systems, refining processes, and aligning resources so your back-office operations become a growth engine, not a bottleneck
Starting with foundational insights, then advancing to deeper advisory as you grow—without the overhead of a full-time CFO
What is included in Virtual CFO services?
Foundation
For businesses getting their financial house in order — the essentials done right.
Avg of $450/month
- Corporate and personal tax preparation
- T1 and T2 limited review protection
- HST filing(s)
- Ontario annual return
- Semi-annual tax planning
- Semi-annual management reports
- Annual budget support
- Year end review
- QBO training and support
- Advisory check-ins
- Cash flow management
- KPI tracking & custom dashboards
- Full financial roadmap
- Investment & Capital management support
- Scenario modeling
- Inventory/COGS analysis
- Investor-ready financials
Growth
For businesses ready to turn their financials into a growth engine — more insight, more strategy, more momentum.
Avg of $700/month
- Corporate and personal tax preparation
- T1 and T2 limited review protection
- HST filing(s)
- Ontario annual return
- Quarterly tax planning
- Monthly management reports
- Quarterly budget review
- Year end review
- QBO training and support
- Advisory check-ins
- Cash flow management
- KPI tracking
- Full financial roadmap
- Investment & Capital management support
- Scenario modeling
- Inventory/COGS analysis
- Investor-ready financials
Scale
For businesses preparing for what’s next — expansion, funding, new markets, or building a legacy.
Avg of $2,000/month
- Corporate and personal tax preparation
- T1 and T2 limited review protection
- HST filing(s)
- Ontario annual return
- Monthly tax planning
- Monthly management reports
- Monthly budget review
- Year end review and insight analysis
- QBO training and support
- Advisory check-ins
- Cash flow management
- KPI tracking & custom dashboards
- Full financial roadmap
- Investment & Capital management support
- Scenario modeling
- Inventory/COGS analysis
- Investor-ready financials
We have been with YBL for many years, and we couldn’t be happier with the services they provide! Their team is knowledgeable, professional, and always goes above and beyond to ensure that all our questions are answered. The YBL Scale service gave us visibility into project-level profitability we’d never had before.
Common Questions
Ready to
elevate
your financial and operational strategy with a virtual CFO?
Let’s figure out where a virtual CFO team can drive the most impact for your business.
With a standard CFO you get 1 partner; with our Virtual CFO service you get a whole team
Being a Virtual CFO team means you have access to a wide range of support from a diverse group of specialists. Be it bookkeeping, payroll, tax planning, strategy, tech upgrades and more. Team YBL has you covered.