Virtual CFO Services

Through a strategic collaboration that allows our staff to assist with financial, training, and management processes, Virtual CFO services may help your organization be more lucrative, successful, and efficient in their daily procedures. Growth and profit planning may be achieved via strategic planning and implementation. Identify important performance indicators to measure and analyze the results. Provide risk and opportunity assessments based on thorough competition and market analyses. You can make more lucrative and long-term financial decisions with superior financial analysis. Does your business growing rapidly but you start having trouble to manage the operations and finance functions at the same time?

• Do you have trouble managing your company and financial risks?
• Do you have business ideas or strategies but don’t know how to put them into action?
• Do you wish to expand your business but don’t have any plans or strategy in place?
• Do you wish to reorganize your accounting or finance department?
• Do you want to save money on your financing?
• Do you find it difficult to locate a financial expert?

If you have experienced any of these, our virtual CFO services will be the best solution to you.

Virtual CFO Services* include:

• Internal Strategic Growth
• Internal Controls
• Development of Policies and Procedures
• Financial Constraints and the Development of a Business Road Map
• Cash Management Enhancements
• Planning and Development Strategies for Growth
• Audit support for tax resolutions as part of the tax strategy
• Offers unprejudiced advice Trust
  

*Retainer Rates will be provided

Virtual CFO Services for Not-for-Profit Entities:

• Budget vs. Actual Preparation for Taxes
• Form 1023: 
  • Bookkeeping Presentation of Financial Statements Preparation of the application
  • Assist in completing state and IRS business formation criteria 
  • Assist with board governance training Develop internal controls