Virtual CFO

Our Virtual CFO offering provides a secure financial foundation by the strategic and tactical management of your company’s financial systems and staff.  We extend your reach as CEO so that you can focus on your business strategy and operations and we make sure your financial systems and service providers are in sync with your needs so that you can meet your desired growth and return on investment.

How Do We Do This?


Set Up a Modern Accounting System and Tools

We evaluate the system and existing process that you have in place and make recommendations for improvement/efficiencies across one or several business/product lines.

Work Directly with Lenders and Investors

Act as your liaison by communicating directly with financial institutions and potential investors to provide the financial documents required to show that you are a good credit risk.

Manage Your Accounting Staff

We do that and provide review and audit of their performance and compliance with GAAP and legal requirements including SOX, PCI etc.

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Coworkers in a business meeting


Proactive Tax Planning and Review

Including an assessment of entity status to ensure favorability to the business and its owners at the formation and following years of operation.

Business Transition Planning

This is to mitigate risk and liability to the business. Services include establishing/reviewing succession plan, business valuation, and exit strategy.

Evaluate Risk

Especially in other areas including data liability, insurance coverage, and HR processes, etc.


Explain Your Financial Position

Walk you through your financial statements and discuss profits (or losses), any assets you own and outstanding liabilities as well as your cash flow.

Forecast and Manage Cash Flow

Create a 12-month cash flow projection to ensure you have the cash that you need to cover future obligations. Help you understand where your money is coming from and where you are spending your money.

Create Budget-to-Actual Reports

Work with management to set goals for the year and evaluate periodically to see if you are on track to meet your goals; if not, dig into why for example your expenses are higher than you projected.


Unsure if this plan is right for you?
Schedule a free 30 min consultation today!

Location and Hours

Wednesday: 8:30-5:00

Friday: 8:30-5:00

Other Hours by Appointment Only

Mobile: 412-841-0228

Office: 412-407-6926