Virtual CFO for Growing Businesses

When revenue exceeds $1M and the team grows to 10 to 20 employees, our service offers a robust financial strategy tailored to support this level of expansion. Over a six-week onboarding period, we thoroughly assess your financial systems, laying the groundwork for long-term success. We meet with you twice a month to review KPIs, ensuring your business remains on track toward its goals. 

Our expertise in 12-month forecasting and revenue recognition allows us to provide actionable insights that drive profitability and growth. We collaborate with you to design incentive plans that motivate your team while analyzing performance on a project-by-project basis. Customized departmental reports offer clarity on how each area of your business contributes to overall success, and our management of bank relationships ensures financial resources are utilized efficiently.

We also participate in director meetings and resource planning sessions, ensuring your financial strategy aligns with your business objectives. If you need expert financial guidance to support your growth, let’s discuss how this service can help you achieve your goals.