We Help Small Businesses Make Key Financial Decisions
Our virtual CFO services are for small business owners who need someone in the Chief Financial Officer role, but are not able or prefer not to build out that branch of leadership in-house.
CFO Services Are Essential To Growing Your Small Business
We offer the same services that a corporate CFO offers to scale large organizations, but we call it down to fit the needs of small businesses. We do this virtually by providing strategic analysis, decision making support, and much more.
Features of our CFO Service Offerings for Small Business:
Many small businesses do not know how to interpret their financial performance. One way to do this is to benchmark your financial data against what is common in your industry. Our CFO Services include proprietary software to benchmark your data to industry standards.
With our CFO services, you will receive support in developing your budget and tracking the performance of your budget on an ongoing basis. Our CFO service will compare your actual performance to your budget, and highlight areas in which you can improve your profitability.
Our CFO’s will routinely assess the performance of your business and grade your financial health. You will receive comprehensive diagnostic reports that include key trends, ratios, and other financial data that is relevant to the operations of your business.
Most business services are not proactive about saving business owners in taxes. To do this, a small business CFO would need think ahead and effectively tax plan. Our CFO service include keeping your business compliant and saving you the most on taxes.
The goal for every business owner is to grow their business. In order to grow, you need resources and insight to make the best decisions possible. Our CFOs will provide you with tips and tools to help you scale your business.
Recommended Annual Revenue Minimum: $300k
Recommended Annual Revenue Minimum: $1M
Recommended Annual Revenue Minimum: $2.5M
*Note that all CFO Services are subject to a set-up fee at the time of contract initiation. Please see Learn More for additional details.
Our CFO clarity sessions are designed for small business owners who need a short term solution to guide any key decisions on your plate right now so you can be confident that your money is working for you.
Supporting your big goals and providing financial insight into key business decisions is the goal of our clarity sessions, and you will walk away with confidence that you’re moving in the right direction with your financials.
Whether that is in planning out your yearly budget or allocating funds for different projects, the strategy and insight we offer business owners helps them sleep better at night knowing they have someone in their corner.
If you need a clear, financial solution for the short term, a CFO clarity session is the answer.
Sessions include:
• 30 min financial statement review (value: $200)
• 1 hour financial clarity session (value: $495)
You walk away with:
• Insights and recommendations on how to improve the financial strength of your business
• Confidence about the direction you should be going in to achieve your goals.
• Answers to questions that your bookkeeper can’t answer
• Customized discussion and answers to support your current business needs
• Zoom recording of the session
Sessions include:
You walk away with: