Ready to scale but need strategic financial guidance? Our CFOs handle financial modeling, cash flow forecasting, and investor presentations so you can make confident growth decisions.
Virtual CFO Services for Growing Businesses and Startups
What You Get with Our Virtual CFO Services
Executive-level financial strategy without the six-figure salary. Our experienced CFOs become your strategic partner, giving you the insights and guidance you need to grow confidently.
- Expert financial modeling to forecast revenue, expenses, and cash flow for the next 12-36 months
- Investor-ready presentations including board decks, pitch materials, and due diligence support
- Strategic growth planning to help you decide when to hire, expand, or launch new products
- Real-time financial dashboards so you always know your key metrics and business health
How Our CFO Services Help You Grow Faster
Stop making critical business decisions based on gut feel. Our virtual CFOs give you data-driven insights that help you move faster and smarter than your competition.
- Raise capital successfully: Get investor-ready financials that close deals faster
- Avoid cash flow crises: Know exactly when you’ll need funding before it’s too late
- Make confident decisions: Understand the financial impact before you commit
- Maximize profitability: Identify where you’re losing money and how to fix it
Enough Talk, Let's Build Something Together
Our Clients Absolutely Adore Us
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Kara LucasInterior Decorator
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Alley CohenDesigner
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Jason SmithDeveloper
Virtual CFO Services and More
Bookkeeping Services
Stop drowning in receipts and spreadsheets. We handle daily tasks and monthly reporting so you can make confident business decisions.
Accounting Services
Get professional accounting that goes beyond basic bookkeeping. We deliver monthly closes, revenue recognition, and financial insights.
Payroll Services
End payroll headaches with our accurate and compliant solutions. We handle processing, tax filings, and reporting.
Tax Preparation Services
Maximize deductions while staying compliant. Our tax professionals handle all filings and strategic planning year-round.
Frequently asked questions
What are Virtual CFO Services, and how can they help my business?
Think of us as your financial strategist without the executive salary. We help you plan for growth, manage cash flow, prepare for fundraising, and make smart financial decisions. We look at the big picture and help you build a financial roadmap that actually gets you where you want to go.
How are CFO services different from regular accounting?
Accounting tracks what happened—recording transactions and keeping your books clean. CFO services focus on what’s next—strategic planning, growth decisions, and financial modeling. We work with your accounting team to ensure your numbers are accurate, then help you use those numbers to grow your business.
Who needs Virtual CFO services?
More businesses than you’d think. Startups raising capital or managing burn rate. Small businesses considering expansion or new products. Companies making major decisions about growth, acquisitions, or exits. If you’re facing strategic financial decisions and want expert guidance without hiring a full-time CFO, we can help.
Can I hire a Virtual CFO for just one project?
Absolutely. Need help with a specific financial model, due diligence for an acquisition, or preparing for fundraising? We can work on a project basis. If you decide you want ongoing support after the project, we’re here for that too.
What's the difference between a CFO and a controller?
A controller manages your day-to-day accounting—keeping books clean, ensuring compliance, and handling financial operations. A CFO focuses on strategy—long-term planning, growth decisions, fundraising support, and board reporting. Both are valuable, and our CFO services can work alongside your existing accounting team.
