If you are thinking about hiring your first CFO or Controller, or temporarily without a CFO or Controller, try our virtual CFO services to fill the gap. 

You’ll have a veteran CPA working with your accounting staff and advising you on all matters financial.

Icon for Outsourced or Virtual CFOA virtual CFO or Controller is an outsourced service offering high-level skills, typically on a less than full-time basis.  This allows you the flexibility to choose the services you need, when and where required, keeping your fixed costs low and avoiding costly hiring mistakes.

A virtual CFO provides strategic, value add services that cannot typically be provided by an accountant.  They oversee financial planning, and manage the financial risk of the business, as well as take responsibility for the accuracy of the financial records of the company.

You may like our outsourced CFO services so much that you decide to use them long term.  One of our professional CPAs will act as your CFO (or Controller, as needed) to offer financial control services and to serve as your accounting consultant and virtual CFO.

Our outsourced CFO services include, among other responsibilities:

Management

Accounting Department & System | Oversight | Accounting Closings | Monthly, Quarterly & Annual Account Reconciliations | Policy & Procedure

Reporting

Projections & Forecasts | Financial Statement Reporting | Internal Audit Services

Strategy

Audit Representation | Banking and Lending Activities & Relationships


Tax Planning, Strategy & Preparation:

In addition, to support as your CFO or Controller, we also offer Staff Augmentation services for various positions in your accounting department.  Our trusted accountant or bookkeeper will be working side-by-side with your internal staff in peak work periods, to make sure all tasks are completed on time.  They can work in our offices, or travel to your offices and report to your accounting manager during this assignment, so you can direct their day-to-day activities.

Our Staff Augmentation program fills your need for “instant talent,” and allows you and your manager to concentrate on crucial job responsibilities – rather than trying to recruit, hire, and train a new staff member during a period when you can usually least afford the time.


If you have a need for an outsourced CFO, Controller, or added accounting staff, give us a call to learn how we can help.

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