top of page

VIRTUAL CFO SERVICES

Leadership
Meeting

Leadership

  • Sitting on Boards or Executive Committees

  • Managing the accounting and finance team

  • Identifying gaps and redundancies

  • Managing relationships with outside consulting firms such as CPA Firms, Lawyers, Bankers, IT, Insurance and many others

  • Overseeing all aspects of the financial cycle, working with CPA firms to support their needs related to annual compliance and tax reports

  • Guiding and overseeing software implementation as it results in the finance department

  • Setting up protocols and accountability such as:

    • Establishing month-end close and review procedures

    • Creating fixed asset and reconciliation schedules

    • Establishing monthly work-flows

    • Establishing and enforcing protocols and procedures for inventory tracking and Cost of Goods Sold Management

​

  • Ensuring that each employee’s strengths are aligned with the tasks assigned to them, and make changes if necessary

  • Engender smooth intra-team communication

  • Facilitate all team leads to know how to work well and communicate efficiently with one another

  • Hire, terminate, and departmentalise

  • Draw maximum results from all employees

  • Make sure the message-driven from leadership and received by the employees is that each employee’s tasks are vital to the company’s success

Reporting
Keeping accounts

Reporting

  • We understand that no two businesses are the same and there’s no one-size-fits-all solution. Our seasoned CFOs first work to understand your business’s specific needs and characteristics so we can identify key metrics for your business and deliver detailed and comprehensive financial reporting.

  • Analyzing the financial data and benchmark results to generate actionable insights for growing your business

  • Providing our Ownership Reporting Package(ORP), a thorough overview of each area of the company financials as well as customized drill down options as per requests from ownership

  • Revenue & cash-flow modeling & analysis

  • Implementation of analytics tracking or ERP systems

  • Budgeting

  • Variance-to-Actual Reporting

  • Forecasting cash management

  • Break-even Reporting and Analytics

Startup

Advisory

  • CFO support for whiteboarding sessions, business strategy discussions, due-diligence efforts

  • Planning and Preparation for an equity event

  • Strategic Planning

  • Analyzing Industry Trends

  • Expert strategic business advice that is backed by years of experience in various industries.

  • Gain access to knowledge of processes that our CFOs have built, acquired , and mastered through partnerships with other businesses

Advisory
Financing
Online Finances

Financing

  • Preparing your company for various financing options such as 

    • Debt

    • Equity

    • Sale/Exit

  • Interviewing, vetting and engaging Investment bankers

  • Creating pitch decks for potential investors

  • Negotiating bank lending

  • Fundraising

  • Representing the company at board meetings as well as at investor meetings

  • Board meeting preparation and coaching

  • Maximizing all possible credit opportunities

Woman at work

Software
Implementation

Maximize your current resources

  • We are sensitive to the costs of new systems, therefore we try to maximize your current subscriptions and systems before spending money on new ones

  • Build advanced excel templates and macros to help drive efficiency

  • Workflow automation within Microsoft Office suites (Power Automate, etc.)

  • Automate cross-system bookkeeping

 

Work to find and develop the right outsourced systems for your business

  • Research and development of each system to find the perfect fit for your company's needs while reaching out for your feedback each step of the way

  • Train staff to maintain all new processes and systems

Software Implementation
bottom of page