Outsourced CFO Services by Experienced CPAs

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:

  • Accounting Department & System
  • Oversight
  • Accounting Closings
  • Monthly, Quarterly & Annual Account Reconciliations
  • Policy & Procedure
  • Projections & Forecasts
  • Financial Statement Reporting
  • Internal Audit Services
  • 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 or Controller, or for added accounting staff on a short-term basis, please give us a call to learn how we can help.

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These are the most frequently asked questions about this topic.  If you can’t find your answer here, please contact us for more information.

How do outsourced CFO services work?

An outsourced CFO can serve you on an ongoing part-time, temporary, or project-related basis. This gives you the strategic financial expertise you need, while saving on the salary, benefits and additional overhead you would incur by hiring a full-time financial officer. You’ll also have the flexibility of retaining a CFO for as long or as little as desired.

What are the responsibilities of an outsourced CFO?

These responsibilities could include managing working capital, improving management systems, providing strategic planning, overseeing financial and accounting functions, training staff on accounting best practices, developing cash flow improvement programs, minimizing tax liability, evaluating internal controls, and producing meaningful financial statements.

What are your qualifications?

All of our professionals have organizational experience as financial executives in roles such as CFO or vice president of accounting or finance. We have the experience to understand what it takes to plan your overall financial plan and to build a road map for success.

What process do you use with new clients?

We start with a strategic planning session, which includes the executive and financial members of the team. Based on that session, we create plans and strategies to handle your accounting, financial, and tax requirements.

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Find out how we can help you with your accounting, taxes, or financial consulting. Call 703-729-2882, send us a message below, or Click Here for all our contact details.

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