CFO-Level Financial Leadership Without the Full-Time Price Tag
You need strategic financial guidance, but hiring a full-time CFO is not in the budget. Our remote CFO service gives you the financial leadership, analysis, and planning that growing businesses need, at a fraction of the cost.
Schedule a Consultation
Tell us how we can help and we'll be in touch within one business day.
How can we help?
What You Get
Our remote CFO service provides small businesses with the same level of financial leadership that larger companies get from their in-house finance executives. We handle budgeting, forecasting, 13-week cash flow modeling, KPI dashboard development, pricing analysis, lender relations, and board or investor reporting. We become a trusted member of your leadership team, attending meetings, advising on strategy, and helping you make financial decisions with confidence.
Is This Right For You?
Who This Service Is For
See if your situation matches one of the common scenarios we help with.
Growing Businesses
Revenue is increasing and decisions are getting more complex. You need financial guidance that goes beyond bookkeeping and tax preparation.
Companies Seeking Financing
Lenders and investors expect financial projections, dashboards, and professional reporting. We prepare all of it and manage the relationship on your behalf.
Businesses Struggling with Cash Flow
You are profitable on paper but still running low on cash. A 13-week cash flow forecast and proactive management can change that.
Owners Ready to Step Back from Daily Finance Tasks
You have been the de facto CFO for too long. Delegating financial leadership to a professional lets you focus on what you do best.
Our Process
How We Work Together
A clear, structured process so you always know what to expect.
Financial Assessment
We conduct a thorough review of your financial statements, cash flow, debt structure, pricing, and key metrics to establish a baseline and identify immediate priorities.
System & Dashboard Setup
We build the forecasting models, KPI dashboards, and reporting templates your business needs. Everything is tailored to your industry and specific goals.
Ongoing Financial Management
We update your cash flow forecast weekly, prepare monthly financial reports, track KPIs, and manage lender or investor communications on your schedule.
Strategic Advisory
We attend your leadership meetings, provide financial input on major decisions, and help you develop long-term plans grounded in solid financial analysis.
Common Questions
Frequently Asked Questions
How is a remote CFO different from a bookkeeper or accountant?
A bookkeeper records transactions and an accountant prepares financial statements. A CFO provides strategic financial leadership, including forecasting, cash flow management, pricing strategy, and guidance on major business decisions. We work alongside your bookkeeper and accountant, not in place of them.
How much time do you typically spend per month?
It varies by client. Some businesses need 10 to 15 hours per month, while others need more. We scope the engagement based on your needs and adjust as your business evolves.
What is a 13-week cash flow forecast?
It is a week-by-week projection of your cash inflows and outflows over the next 13 weeks (one quarter). It helps you anticipate cash shortfalls, time major payments, and make proactive decisions about spending and collections.
Will you attend our team meetings?
Yes. We attend leadership meetings, board meetings, or investor calls as needed. Being present in those conversations allows us to provide real-time financial input and ensures alignment between your financial strategy and operational decisions.
Can you help us prepare for a bank loan or line of credit?
Absolutely. We prepare the financial projections, historical summaries, and supporting documentation that lenders require. We also manage the communication with your banker throughout the process.
Do we need to be in Ford City to use this service?
No. Our remote CFO service is fully virtual. We serve small businesses across the country through secure cloud-based tools, video meetings, and regular phone calls.
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Learn MoreReady to Get Started?
Schedule a free consultation to discuss your needs. We will walk you through how we can help and give you a clear picture of pricing before you commit to anything.