Controller services: numbers you can trust
- A documented month-end close, finished on a set schedule
- Account reconciliations and review of every balance
- Monthly financial statements and management reports
- Internal controls sized for a small team
- Oversight of bookkeeping, payroll, AR and AP
CFO services: decisions with confidence
- Annual budgets and rolling forecasts
- 13-week cash flow forecasts
- Pricing and margin analysis
- KPI dashboards you'll actually read
- Planning for hiring, equipment and expansion
- Preparing for conversations with lenders and investors
Virtual vs. full-time
| Full-time hire | Virtual CFO & controller | |
|---|---|---|
| Cost | Executive salary, benefits, recruiting | A predictable monthly fee for the hours you need |
| Experience | One person's background | A team that has seen many businesses like yours |
| Flexibility | Fixed | Scale up or down as you grow |
| Continuity | Gap when they leave | Documented processes and backup |
Is it time?
Common signs: you're profitable on paper but cash is always tight, you're about to make a big hire or purchase, a lender wants projections, or you simply want someone to think through the numbers with you before you commit. Read more in why businesses hire an outsourced CFO.
Built on clean books
Forecasts are only as good as the numbers underneath them, which is why our CFO work sits on top of the bookkeeping and accounting management we already do.
Common questions
How is a virtual CFO different from a full-time CFO?
You get the same kind of strategic help for a fraction of the time and cost, which fits most small and mid-sized businesses better than a full-time executive.
What's the difference between a controller and a CFO?
A controller makes sure your numbers are accurate and on time. A CFO uses those numbers to plan budgets, cash flow and growth.