Outsourced CFO Services
Full-time financial oversight without a full-time salary.
CFO Services
In today’s competitive business world, strong strategic analysis and management are essential for long-term success. Many small business owners end up spending most of their time on cash flow forecasting and cash management, often neglecting other crucial areas of business growth. The roles of Controller and CFO are becoming more intertwined for small and medium businesses, but both functions are still vital to your business’s health and sustainability.
Our Virtual CFO service gives your business access to a skilled team with top industry certifications and practical experience. We provide tailored solutions designed specifically for your needs, and if our standard packages don’t quite fit, we’ll work with you to create something custom.
You can combine our Virtual CFO service with our Controller and bookkeeping offerings for a comprehensive solution that covers all your accounting and finance needs. If you already have an in-house accountant handling basic bookkeeping, our Controller or CFO services are available at affordable rates, giving you access to advanced financial planning, analysis, and decision-making techniques.
We offer objective, clear advice and use advanced financial strategies to help you make informed decisions in critical areas like:
- Pricing strategies
- Product continuation or discontinuation
- Capital budgeting
- Asset management (acquisitions and disposals)
- Financing options
- Investor and Board presenations
- Operational performance analysis
- Strategic business insights
- Cash flow forecasting and pro-forma financial statements
- Cash management
- Investor relations management
Let us help you make smarter financial decisions and drive your business forward with confidence
Part-time, on-going, or interim?
Need a part-time CFO, ongoing support, or an interim solution? We’ve got you covered in all areas. Our part-time CFO services give you flexible, high-level financial expertise whenever you need it. With ongoing services, you’ll always have the peace of mind that comes from working under a solid financial strategy. And if you’re in between CFOs, we can step in temporarily to fill the gap until you find the right fit.
CFO Duties
What do CFO's do for organizations?
Ongoing:
- Strategic development, support, and consulting
- Develop deep relationships with senior management, external partners, and stakeholders
- Provide professional financial advice to the client while building a trusting relationship
- Look for ways to cut costs and improve profitability
Monthly:
- Evaluate health of the business
- Focus on goal attainment for client
- Delivery of consulting services to improve financial results
- Project planning and strategic consulting
Quarterly:
- Review cash flow forecasting
Annually:
- Lead complex business and financial negotiations
- Develop balance sheet strategies for safety & strength
- Integrate financial thought leadership into strategic & operational planning