Not ready for a full-time CFO?
A virtual CFO gives you expert financial help, sized to fit your business and budget.
How We Can Help
Solve Pressing Financial Challenges
We can help identify and address issues like:
- Inconsistent or negative cash flow
- Rising operational costs
- Budget overruns
- Lack of financial visibility
- Audit preparation
Whether you are a nonprofit with multiple restricted funds or a business trying to manage growing payroll and inventory costs, we can bring clarity and control.
Plan for the Future
Where bookkeeping and accounting focus on the past, we can help you plan what’s ahead.We can help you:
- Build realistic financial forecasts and cash flow projections
- Prepare and managing annual budgets
- Model different scenarios to support decision-making
- Create scalable internal control processes
With this forward-looking financial guidance, you can make confident decisions about hiring, investing, or expanding into new markets or service areas.
Prepare for Capital Raises
When your business is preparing to raise funding or pursue a merger, acquisition, or exit, we can help.
We can help you:
- Clean and prepare financial statements
- Build investor-grade forecasts
- Sit in on investor or board meetings
- Support due diligence efforts
With our help, your business will be better positioned to attract capital and navigate high-stakes transactions.
