Our Virtual Outsourced CFO services tier provides you the expertise of a seasoned corporate executive at a fraction of the cost.
If you are a growing or established organization and you need ongoing strategic advice to help guide your business to success, our Outsourced CFO services are a perfect fit. We provide resources such as cash flow forecasting, modeling, finance consultation, projections financial, and more!
We oversee the Controller and Bookkeeper to ensure your financial information is updated and readily available for your review. Our CFO services grow with your business. You can also include Bookkeeper and Controller Services into your existing CFO services quickly and easily to get the insight and answers you need!
Our Outsourced CFO Services Include:
Cash Flow Forecasting
Know your cash balances in advance through a cash flow forecast. Think of your cash flow forecast as an early warning system that helps you to determine the impact of your current decisions on future cash flow. We can help you determine if and when to make such decisions based on the forecasting model.
Financial Consultation Services
Loans, banker relationships, decisions, advice, investor relationships, M&A, and more! Your CFO is available to help guide you in your decisions and offer advice through cash flow forecasting and modeling to show outcomes of your decisions.
Financial Performance by Job or Contract
Measure the health of your company by looking at financial performance by job or contract. Identify areas of poor performance or increase development in other areas to generate extra revenue through financial performance tracking.
Banking Relationships
Find the correct banking relationships for the loan you are requesting. With our banking relationships, you can find the best bank and contact for your needs.
Board and Executive Meetings
Your Outsourced CFO regularly attends board and executive meetings just like a full-time CFO. They present forecasting models and share cash flow projections monthly. In the meetings, they also answer questions to help your directors and board members make educated decisions about the future.
Customize Your Outsourced CFO Services to Fit Your Needs.
Remote or Onsite CFO Services
Whether onsite or virtual, our CFOs provide forecasting and advice so you have access to up-to-date information regularly. No need to worry about the type of accounting software, we also provide the software needed for financial cash flow forecasting and modeling.
Unlimited Online Support by Phone & Email
Have a question? Trying to make a decision? Meeting with the bank? With our outsourced CFO services, you receive unlimited online support via phone and email.
Scheduled Monthly Meetings
Regular updates between your Outsourced CFO and board of directors or executive teams are a must. Stay on track with your finances with up to 4 scheduled monthly CFO meetings with your outsourced CFO.