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 a fraction of the cost of a full-time employee.

If you have a growing business 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.