What is a Virtual CFO?
A virtual CFO is an outsourced service provider offering high skill assistance in financial requirements of an organization, just like a chief financial officer does for large organizations. Virtual CFOs work with large and small businesses/corporations.
Our Virtual CFO Service may be a perfect fit for you if
  • You're a growing service-based business that now needs professional financial advice but can't yet afford a full-time CFO or controller.

  • You're an existing business that's looking to replace an existing CFO and don't need an on-site CFO on a daily basis.

Chief Financial Officer Monthly Package Includes
  • Financial Month-End Close

  • Sound Financial Guidance/Planning to help your business grow, financially.

  • Deepened entail of Financial Statements

  • 6x Scheduled Meetings

  • Company Wide KPIs (Key Performance Indicators)

  • 12 month financial forecasting

  • New accounting standards implications

  • Business Building

  • International and National Banking support & Relationships

  • Performance by project reports

  • Team member performance report 

  • Team member building

  • Director Meetings

  • Financial Resource Planning

  • Helping building company wealth

  • Managed relationships with lenders and investors

  • Overseeing risk management by evaluating and monitoring assets, liabilities, and investments

  • Assisting and Advising on your company's strategic financial direction and planning.

Chief Financial Officer Client On-boarding Process

During the on boarding process, we will be performing a "mini audit" of your company's financials. We will work with you to organize your information, so you can be confident that the reports we issue adhere to your industry standards. Next, we develop your specific financial forecast, key performance indicators, and necessary budgets. The on-boarding process may take a couple weeks, depending on the business.

What to do next?

If you feel like your company is ready for a CFO, we can help you with that. We provide virtual CFO Services to businesses/corporations throughout the United States. We will discuss your goals as a business and help you determine if it's an appropriate time to get started. Click the button below for a free consultation with one of our CFOs.