A virtual CFO provides high-level financial strategy, oversight, and management without the need for a full-time, in-house CFO. They help businesses improve cash flow, increase profitability, and make informed decisions by offering financial planning, forecasting, and strategic insights.

A bookkeeper focuses on maintaining accurate records, and an accountant handles tax filings and compliance. A virtual CFO can do this work, but they also take a more strategic role. They analyze financial data, identify growth opportunities, develop long-term financial plans, and provide actionable insights to help guide business decisions to achieve long-term goals.

Virtual CFO services are ideal for small to mid-sized businesses (typically generating between $400,000 and $15 million+ in annual revenue). It is beneficial for those that need advanced financial expertise but aren’t ready for or can’t justify hiring a full-time CFO. Growing companies looking to scale, improve profitability, or manage complexity often benefit the most.

As your virtual CFO, we are a vital part of your team. Our ultimate goal is to provide ongoing guidance tailored to your goals. Depending on the service scope, we will meet with you weekly, monthly, or quarterly to review financials, discuss strategy, and ensure your business stays on track.

If your business is experiencing growth, struggling with cash flow, or seeking to improve profitability but lacks the financial expertise to guide decisions, it may be time for a virtual CFO. Our team can assess your current financial position and recommend the best level of support to meet your goals.