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Part-Time, Virtual, and Interim CFO and Controller Services

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Small and medium-sized businesses that are not in a position to hire a full-time CFO or Controller are often the companies that would benefit the most from the expertise of an experienced CFO or Controller.

In order for your business to be the best, you need to execute your financial strategy in a well planned and effective manner. With a talented Accountant, CFO or Controller you can focus on critical areas of your business such as marketing, sales and customer satisfaction while knowing that your long term planning and financial reporting are being handled by a professional.


Growing businesses often reach a point where they need professional financial and accounting advice, but can't afford a full-time Accountant, CFO or Controller.

We can take complete responsibility for the financial side of your business, or we can function purely as your part-time / virtual CFO or Controller; optionally, managing your existing Accounting and Bookkeeping staff.  Every business and situation is different.

We can work with your Accounting and Bookkeeping staff, Attorneys, Bankers, Insurance Brokers and Tax Preparers at a fraction of the cost of a full-time employee.



Outsourcing your Accounting, Controller and CFO services, to us, is a cost effective solution when the cost of a full time staff employee is not justified. We provide virtual, offsite, onsite, and part time on-going Accountant, CFO and Controller Services to include:

  • Accounting Systems and Controls
  • Financial Statement Analysis and Reporting
  • Strategic Planning and Advising
  • Cost / Revenue Benefit Analysis
  • Profitability Analysis by Service or Product Line
  • Budget and Forecast Preparation and Monitoring
  • Treasury / Cash Flow Management and Analysis 
  • Negotiations for Financing and Operations
  • Reorganizations, Mergers and Acquisitions
  • Develop and Analyze Business Plans
  • Software Selection and Implementation
  • Software Training and Support
  • Inventory Management and Control
  • Documentation of Policies and Procedures
  • Business Start Up Guidance
  • New Business Formation
  • QuickBooks and Enterprise Training, Setup and Support
  • Participating in the Strategic Planning Process
  • Setting Financial and Organizational Goals
  • Providing Financial Due Diligence Management
  • Assistance in Obtaining Financing / Capital Planning
  • Performance Management
  • Accounts Receivable and Accounts Payable Management
  • Monthly and Year End Closing Assistance
  • Accountant Staff Evaluation, Training and Utilization
  • Growth Development Strategies
  • Establishing and Administering a Plan For Control
  • Protecting Your Company's Assets
  • Training and Managing Your Accounting Staff
Outsourcing to us will reduce and control your internal operating costs, allow you to gain access to extensive additional capabilities, and allow you to focus on managing your business.

We are seasoned professionals and have the experience, expertise, education and qualifications to be your part-time / virtual / on-going CFO or Controller.


A Virtual CFO / Controller can provide management valuable financial oversight, advice and customized financial reports that provide real value to their business decision making.  Business owners can focus their attention on growing their businesses and achieving their operational objectives.

The role of a virtual CFO / Controller extends beyond the handling, management and documentation of bank transactions, credit card statements, loans, liability and asset accounts, and payroll management to encompass trend analysis, responses to regulatory notices and deadlines, periodic reviews of accounting files and records and off site and onsite services.

The greatest advantage of retaining an external finance professional is that the business needs to pay only for the services received and can safely avoid the burdens of full time salary, paid holidays, additional perks and bonuses.


Our approach is to provide a definitive yet thorough assessment allowing you and your company to consider a broad overview of alternatives to manage the challenges and enhance the performance of your business.

We identify opportunities, work with you and your organization, and enable you to take advantage of your full business potential and growth.

The move to virtual services has become more accepted in the business world over the past few years.  For a fraction of the cost of a full time employee, your business can have the CFO / Controller function filled by an experienced professional.

Contact Us For A Free Phone Consultation