Virtual CFO Services
We partner with founders, CEOs, and investors to deliver strategic finance, high-quality reporting, and operational control — so you can focus on growth without the cost of a full-time CFO.
All services are tailored to your specific business or individual needs
Accounting Services
Bookkeeping
Comprehensive bookkeeping services: accounts payable/receivable, payroll processing, and general ledger maintenance
Financial Statement Preparation
Monthly, quarterly, and annual financial statements: income statements, balance sheets, and cash flow statements
Account System Setup & Cleanup
Chart of accounts setup, system migration, data cleanup, and process optimization for QuickBooks, Xero, and other platforms
Financial Advisory & Strategic Support
Business Health & Analysis
Business health assessments and break-even analysis
Strategic Planning
Strategic pricing, capital structure planning, and growth forecasting
Financial Roadmap
Long-term financial roadmap aligned with your business goals
Transactional Advisory
M&A Support
Mergers & acquisitions support: financial due diligence, valuation, and deal analysis
Capital Raise Support
Capital raise support: investor decks, term sheet review, and data room preparation
Deal Structuring
Deal structuring and post-merger integration strategy
Budgeting & Financial Planning
Budget Creation
Annual and quarterly budget creation
Forecasting
Forecasting of revenue, expenses, and cash flows
Scenario Modeling
Scenario modeling for best-case, worst-case, and baseline outcomes
Financial Reporting & Analysis
Management Reports
Monthly management reports: P&L, Balance Sheet, Cash Flow with variance analysis
Segment Reporting
Segment reporting: profitability by product, department, or location
Real-Time Dashboards
Real-time dashboards: KPIs, burn rate, gross margin, AR/AP aging with system integration
Investor & Stakeholder Reporting
Investor-Ready Packs
Investor-ready financial reporting packs and fundraising dashboards
Real Estate Reports
Real estate-specific reports: cash-on-cash returns, IRR, ROI, asset-level performance
Stakeholder Communication
Board presentations, investor updates, and stakeholder communication materials
Controller Services
Month-End Close
Month-end close processes, reconciliations, accrual entries
Internal Controls
Internal controls, accounting policy manuals, and audit prep
Workflow Optimization
Workflow optimization and finance tech stack implementation