VIRTUAL CFO SERVICES

Our Virtual CFO service provides year-round strategy by partnering you with a Virtual CFO and a remote accounting team. The Virtual CFO, your main point of contact, will teach you forecasting through non-financial metrics. They’ll monitor those metrics to reduce risk and increase profit, while building your cash reserves to 10% of revenue. A senior accountant handles day-to-day questions and assists with analysis and planning, while the tax specialist works behind the scenes, consulting as necessary to ensure no end-of-year surprises.  

In addition to benefiting from our leading-edge tech stack, you’ll get a team with diverse expertise and significant redundancy to ensure nothing ever stops (even when someone is sick or takes a vacation) – all at the fraction of the cost of a full-time employee.

If you have a growing firm that needs professional financial advice (20+ employees / $5 million+ in annual revenue) but can’t afford a full-time CFO or controller, our Virtual CFO service is a perfect fit.

The Virtual CFO service includes weekly leadership meetings, where we often provide a 15-minute cash update or chat about the company’s finances. Joining these regular meetings also gives us a good understanding of your company and culture, and helps us stay up-to-date on current events.

Our proactive Controller service partners you up with an experienced Controller who works with you to help guide your firm to success. If you’re a growing firm that now needs professional financial advice, but can’t afford a full-time Controller, our Controller Services are a perfect fit. Our Controller services provide you with experienced support for tax returns, strategic planning, accounts payable and receivable, and detailed forecasting—all at a fraction of the cost of a full-time Controller. We get into more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

The Controller service includes bimonthly meetings with leadership, one dedicated to forecast updates and one to the prior month’s performance as it relates to our new goals.

Our Transactional service helps lay a solid financial foundation on which your firm can grow. We prepare your monthly financial statements—including balance sheets, industry financial comparisons and more. But we’re not just a team of bookkeepers and accountants; we are ready to provide the strategic planning required to help your firm accelerate when you need it.

If you’re a growing firm in the legal industry that needs professional financial advice, our Transactional service is a perfect fit. 

The Transactional service includes a monthly meeting to review past financials.

The following à la carte services can be added to any of our three levels:

• Paying Bills (Accounts Payable)
• Invoicing Clients (Accounts Receivable)
• Payroll Management
• Cash Flow Management
• Credit Card Receipt Tracking
• Business and Personal Tax Returns