At some point in the growth phase of a small business, the advice of a seasoned CFO is critical to continued success.

Hiring an outsourced CFO could be a valuable first step to bringing on a high-paid full-time executive.

What's a Virtual or Fractional CFO?

A virtual CFO primarily works remotely providing high-level CFO services to your business. Using a Virtual CFO is a great way for smaller businesses to gain the experience of a high-level CFO at a fraction of what it would cost to hire internally.

A CFO is a strategic hire for businesses of any size and it should be viewed as an investment, not an expense. The right CFO will always provide a return on your investment by driving revenue growth, increasing profit margins and cash flow, improving operations, negotiating vendor contracts, prioritizing financing options, and managing strategic initiatives.

Financial Report

What types of businesses should look to hire a Virtual CFO?

Small business owners often perform the financial functions of the company but at some point, the role needs to be refined and the responsibilities can no longer be handled by any of the business owners whose focus is better spent on other aspects of operations.
Get a Quote

Characteristics of companies benefiting from a Virtual CFO:

Significant Growth

Companies with considerable growth that cannot yet justify the cost of an in-house CFO.

Eyeing a Transaction

Companies looking to raise capital or are in the market for some type of merger, acquisition, or public offering.

Growing Complexity

Companies becoming increasingly complex either because of growth or operational expansion.

Cash to Invest

Companies looking to invest capital in ways that generate satisfactory rates of return.

CFO Services

Our Virtual CFO and Consulting services are customized to the needs and budget of each client. We can provide as much assistance needed or act as a guide to help business owners make their own decisions and implementation plans.

Budgeting and Forecasting

A budget and forecast serves as a guide for the company's spending, cash flow management, and foundation for strategic initiatives.

Profit Maximization

Small businesses are often focused primarily on revenue growth but eventually cost reduction strategies and optimization can enhance cash flows for the business owner.

Process Improvement

Inefficient processes drive up costs and decrease profit margins. Knowing how to identify areas for improvement and the ability to implement savings generates value.

Manage Funding Sources

Having the right combination of funding sources could be the difference between remaining viable and struggling to survive.

Project Management

Sometimes there is a project that needs to be implemented but no resources to assign to the project.

Director Meetings

When businesses need the unbiased advice of external directors, our Virtual CFO and Consulting services can provide director meeting participation as needed.

CFO Services Summary

  • Financial Statements
  • Company Wide KPIs
  • 12-Month Forecasting
  • Revenue Recognition
  • Resource Planning
  • Incentive Compensation

  • Project Performance
  • Customized Reports
  • Department Performance
  • Director Meetings
  • Bank Relationships
  • Cash Flow Management

Ready to Get Started?

Contact us to schedule a free consultation and determine if we are a good fit to meet your needs.

Don't miss out on our monthly newsletter