Virtual CFO for Small Enterprises

With $500k or more in revenue and fewer than ten employees, our service is designed to deliver expert financial oversight that ensures your business remains on solid financial ground. Through a comprehensive four-week onboarding process, we immerse ourselves in your company’s financial operations, establishing a strong foundation that supports growth and stability. By holding monthly meetings, we stay aligned with your business goals, offering insights into company-wide KPIs, 12-month forecasting, and revenue recognition. 

Our approach includes developing incentive plans and performance metrics tailored to individual projects, ensuring every department’s performance is optimized. We also provide customized departmental reports, manage your bank relationships, and participate in director meetings to integrate your financial strategy at every level. Resource planning is another critical aspect we address, helping you allocate resources effectively to meet your objectives. If you’re focused on maintaining financial health while driving growth, let’s connect to discuss how this service can support your business’s future.