Our Services

We are dedicated to the success of your business

What We Do

Virtual CFOs can help your business be more profitable and efficient

A fractional or part time CFO can provide professional financial management while you focus on growing your company.

Maintain Accounting Records in Accordance with GAAP

A request we frequently hear is to make changes necessary to bring a client’s accounting records into compliance with Generally Accepted Accounting Principles (GAAP). Aside from the advantage of GAAP Accounting records when working with bankers and other outsiders, GAAP Accounting will eliminate having monthly financial results that look odd due to things like, “there were three payrolls that month”, or “we received a big check from a customer that month”. With GAAP Accounting, each month will be an accurate representation of what happened in the month, and each month can be compared to other months in a meaningful way.

Financial Analysis and Operational Results Analysis

We can carefully analyze your financial results looking for trends, clues to operating more efficiently, and information that will assist you in future decision-making. We can similarly analyze your operations. We would identify key operations indicators, and set up systems to track those indicators and measure performance monthly, weekly, or even daily if needed.

Improve Bottom Line Profitability

We can assess your operation looking for process inefficiencies that may be costing your company money. We can look for excesses in people or materials or other misallocations of resources. We can set up systems to help you measure productivity on an ongoing basis.

Strategic Planning

We can work with you and your staff to identify and quantify the important factors that will affect your future growth and success. We can use that information to prepare financial projections and accompanying plan narrative that helps you visualize your company’s future.

Risk and Opportunity Assessment

We can look at your operation in the context of your industry and the general business environment. We can use our 20 to 30+ years experience and business insight to help you identify those risks and opportunities that may affect your company in the near and long term. We can also help you plan how you can avoid the risks and take advantage of the opportunities.

Systems Assessment and Development

We can assess your existing systems to make certain they are operating efficiently and providing accurate results on a timely basis. Where systems are inadequate, or are non-existent, we can develop them for you. This might include, among others, your financial accounting system, cost accounting system, purchasing/accounts payable process, operations process flow, or system for measuring operations performance.


Starting the budgeting process can be daunting. Whether you need us to create a budget process, fix your existing process, or you just want assistance creating a budget that makes sense, we can help you formulate a budget that is based on your company’s past results and your vision of its future.

Financial Projections

We can take your vision of your company’s future and turn it into a meaningful financial projection. It will tell you if you should expect to have excess cash or if you will be needing cash. If you need cash to grow, the projection will show your banker when he can expect to get his money back. It will also help you plan when you will need to hire more people and add more equipment and/or facilities. Financial projections are part of the answer for a business owner who is tired of flying by the seat of his pants.

Cash Flow Projections

Cash flow projections will assist you in understanding your current cash situation and planning your future cash requirements. Such planning will reduce your stress level, and keep your vendors, bankers and employees happy.

Key Performance Indicators

All businesses have key factors that, if regularly monitored, can give a current indication of how the business doing. Monitoring such factors has an advantage over looking only at financial statements. Financial statements are historical documents. They tell us what happened weeks ago. Key performance indicators (KPIs) can tell us what is happening today, and can sometimes predict what will happen in the future. We may find KPIs in production, distribution, overtime statistics, sales operations, order taking, cash collections, inventory levels, backlog statistics, or other areas depending on the type of business. We can identify these factors and set up a process for tracking and analyzing them.

Confidential Financial Projects

Projects can pose a problem. They can be time consuming. If your staff is fully occupied, when can they find the time to do the project? And what if the project involves information that you don’t want others to see? If you find yourself in that situation, just call us.

Organizational Structure

As businesses grow and change, their organizational structure frequently evolves into one that is less than optimum. The present structure is not what one would create if they were starting the business from scratch. The business may have become one that has misallocations of resources. It may not function like the well-oiled machine it once was. We can look at your business objectively, help you visualize your optimum structure, and create a plan to implement the changes that you decide you want to make.

Growth Plan

Operating a growing business without a growth plan can be risky. The likelihood of success is much higher if there is a plan for when the business needs to add cash, people, training, knowledge, capacity, distribution channels, and more. We can help you create your plan and follow it.

Financial Staff

Our clients have one or more people who handle the day to day transactions of the company. We can manage these staff members onsite at a frequency determined by the client’s needs. This allows the business owner to focus on other aspects of the business rather than spending time managing the accounting function. We can train the staff, helping them become more knowledgeable and more valuable. We can identify staff members who are in the wrong job, and we can help find suitable replacements.


We can help a business owner think through the idea of making an acquisition. We can assess whether the acquisition makes sense from a standpoint of acquiring:  technology or other knowledge; customers; a new product line; marketing synergy; patents or other intangible assets; capacity; or, just a way to grow the business. We can then assist with due diligence, negotiations, and eventually, assimilation of the newly acquired business or assets.

Sounding Board

Owners of small companies are very familiar with the concept that it is lonely at the top. They frequently don’t have anyone with whom they can discuss strategies and issues. What do you do with that problem customer, supplier, employee, or banker? Which way do you go with that key decision that could determine the future course of your business? Sometimes your Virtual CFO is just a good sounding board. Like a “virtual” partner. We have a wealth of experience and business insight a company owner can tap into.

Get In Touch With Us

Are you ready to take your business to the next level? Contact us today to hear more about Virtual CFOs innovative solutions to help your business.

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