Virtual CFO Services
OUR VIRTUAL CFO SERVICE MAY BE A PERFECT FIT FOR YOU IF:
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you're a growing business that now needs professional financial advice but can't yet afford a full-time CFO or controller.
you're an existing business that's looking for better finance and accounting support and advisory and you don't need an on-site CFO on a daily basis.
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We offer experienced CFOs and finance manager as business partners and consultant providing finance and accounting advisory to business owners.
We are passionate to help small and medium businesses to get high quality CFO support that in an approachable and affordable way.
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We are a guide, a navigator, and a key resource for you. We can recommend approaches to complex problems or advise on the intricate procedures that need to be taken to navigate through the complicated business decisions. These decisions are often necessary for you to reach full growth and operate at maximum efficiency.
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We share unique insights and valuable advice for your industry that you may not know or be aware of.
THE VIRTUAL CFO PROCESS
We started to look behind the numbers once we are engaged.
Once we have your accounting data, we are your translator to convert complex analysis to understandable information for your decision making.
Our process starts with onboarding!
Our team works hard during onboarding to get caught up with your existing processes. We look at your past books, we build a forecasting model and set of KPIs, we review your financial statements to make sure we're all on the same page and getting started on the right foot.
What to expect in the engagement after onboarding?
The Virtual CFO relationship works best if we are part of your regular director meeting. We can provide a finance update for you. Joining these regular meetings with your directors also gives us a good understanding of your company and culture, and helps us stay up-to-date on current events.
Our ongoing monthly Virtual
CFO cycle
After an initial onboarding period, a typical month might include:
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A regular Meeting to work with your teammate in completing the monthly tasks assigned;
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A forecasting Meeting to review the current performance of the company over the YTD financials and KPIs;
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We are always available anytime during the month for questions, calls, and meetings.
