top of page
CFO SERVICES
Our Virtual CFO Services are designed for small and medium sized companies who need professional financial management at a cost that is far lower than hiring a full-time CFO or controller. Just because you don't need a full time financial professional doesn't mean you have to do without! Our model allows our clients to benefit from our vast expertise in a way that is beneficial for them.
Being virtual allows us to be available to you whenever you need us! We can meet in a virtual office setting, have a video chat, or phone call at your convenience. We also have a portal to securely share documents and reports.
Services Offered:
Financial Leadership:
​
-
Financial leadership, communication with the board, negotiating with suppliers and vendors, and supporting the company’s mission, vision, values, and culture.
-
Internal Procedure Review: Ensuring internal accounting processes are effective and efficient
-
Ensure internal controls are adequate to mitigate risk of fraud
-
Assistance with Financing Decisions and Processes
-
Liaison with Banking Professionals
Reporting:
​
-
Ensure internal historical financial reports required for shareholders, employees, lenders, research analysts, governments, and regulatory bodies are accurate and timely.
-
Review of Financial Statements for external/internal stakeholders
-
Financial Planning and Analysis:
-
Forecast future cash flow of the business and then compare actual results to what was budgeted.
Liquidity Management:
​
-
Ensures the company is able to meet its financial commitments and manage cash flow in the most efficient by managing the company’s cash balance and working capital, such as accounts payable, accounts receivable, and inventory.
Our Virtual CFO Services are designed for small and medium sized companies who need professional financial management at a cost that is far lower than hiring a full-time CFO or controller.
bottom of page