Virtual CFO Services
For Startups and Businesses generating between $150,000 and $3M
98% Rehire Rate
Working with Us
SAVE TIME
We save our clients on average 124 hours per month. What would you do with all that extra time?
CASH
Delay the “hope it works out” phase of hiring an expensive CFO. We’ll free up cash and time.
EXPERTISE
We handle all aspects of GAAP Accounting and Software. You focus on driving Revenue.
What a Virtual CFO can do for your Business
Our Virtual CFO service is not only about taking tasks off your plate, it’s about being a trusted financial consultant that helps you position your business for long-term success.
Stop feeling overwhelmed because you’re trying to do everything. We can step in and help you deal with complex financial matters, meet critical deadlines, take advantage of expansion opportunities, streamline your business operations, and most important: increase your profits!
Business Budgets
QuickBooks Management & Training
Analysis & Reports
Our Monthly Service Packages Includes:
Monthly Itemization
Monthly Strategy Session & Review
& More
Highly Qualified with Decades of Experience
12+ Years of Corporate Finance Experience
Managed financials for several Multi-Million $ Corporations
Platform Experience - Quickbooks, Dynamics, Oracle, SAP, Coupa, ADP, Intacct, and More
MBA Holder, with specialized Finance & Accounting Degree
What People Are Saying
“We have been able to streamline, organize, and grow our business because of the business consulting services you provided to us. The business and personal budgets, business projection, profit and loss statements helped us to see where we are generating the most revenue and which service we should offer and services that are most beneficial to our business. Your customer service, availability and professionalism is impeccable. We appreciate you and your team. Going forward we will continue to work with you and your team to help us with all our business needs and we highly recommend your service”.
— Shark Brite Services
FAQs
What exactly is a Virtual CFO?
Short for Chief Financial Officer, a virtual CFO is a financial expert that works remotely, but acts as member of your team to provide financial insights, and advice that help your business grow more profitably.
What can a Virtual CFO do for me?
Our Virtual CFO services include consulting and guidance on accounting, sales, training, strategic planning, financial reporting and much more. Here are a few specific services we offer:
Guide and coach you on all financial business decisions and ideas.
Help find and secure funding and opportunities for expansion.
Help you identify key metrics that will steer your business in the right direction.
Interpret financial results and consult on the best next steps.
Manage the annual budgeting process and guide annual strategic planning meetings.
Cash management & planning.
Do I really need a Virtual CFO?
A Virtual CFO isn’t for everyone. Generally, it’s for companies that have reached a level of success but are struggling to break through to the next level. Or for business owners that have grown their business to a level where it makes sense to outsource specific financial activities and bring in a knowledgeable consultant that can help them build the business further.
Some questions you might ask yourself to see if a virtual CFO is right for you:
Do I have time to complete all the reporting and manage all the finances of the business?
Am I getting pulled in so many directions that I don’t have time to analyze and understand how my business is performing financially?
Am I at a point where I know I can grow if I have someone helping me manage and identify the areas we can improve and expand?
How much does a Virtual CFO cost?
The answer to this is it really depends. There are a variety of “levels” you can choose from when you enlist the services of a virtual CFO. We customize all of our packages for clients and offer a fair price that’s often much more affordable than bringing a CFO in-house.