Your business generates more financial complexity than a monthly report can capture. Cash flow, financing, and growth decisions are CFO-level questions, and they deserve the same oversight a full-time CFO would bring.
You assume you have to reach a certain size, or hit predetermined sales figures, to need a chief financial officer. No matter your size, you can benefit from the information review, analysis, and guidance of a qualified professional.
A certified public accountant can act as your virtual CFO from the day you start your business, or at any point along the way. Virtual CFO services cost less than a full-time hire, but offer many of the same benefits: improved quality and timeliness of financial information, the ability to troubleshoot and review transactions in real time, an experienced and independent sounding board, and more time back in your day to focus on operations and growth.
Just as an on-site CFO adjusts their daily activities to the needs of the business, our virtual CFO services are catered to the individual needs of each client.
We build the engagement around what your business actually needs month to month, not a fixed package. Rather than sitting in an office reviewing your books once a year, a virtual CFO sets goals with you, works directly with your bankers and vendors, weighs in before a major purchase or acquisition, and keeps an eye on cash and profitability all year long.
Establishing benchmarks and setting goals gives you something concrete to measure progress against.
Liaising with bankers, attorneys, insurance agents, and vendors on your behalf, including assistance with negotiating terms.
Analysis of equipment purchases, expansions, and mergers or acquisitions before you commit to them.
Budget preparation and monitoring, profitability analysis, and trend analysis, reviewed on a regular cadence.
Cash management, custom collection policies, insurance review, and development of your company’s accounting procedures.
Our office sits on Washington Street in downtown Valpo, and it has been the base for this firm for more than 40 years. Clients across Northwest Indiana and Chicagoland stop in to sit down with their CPA, and you are always welcome to do the same.
For clients farther away, secure document sharing, SafeSend e-signing, and video meetings make it easy to work with us from anywhere. We continue to invest in secure, state-of-the-art technology so distance never gets in the way of personal, responsive service.
Straight answers to the questions people ask us most about virtual CFO services.
A virtual CFO gives you the financial leadership of a chief financial officer without a full-time hire: setting benchmarks and goals, liaising with bankers, attorneys, and vendors, assisting with financing and negotiations, budget preparation and monitoring, profitability and trend analysis, cash management, and tax planning.
You don’t have to hit a certain size or sales figure to benefit. Any business can benefit from the information review, analysis, and guidance a qualified professional provides, whether you’re just starting out or already established.
Virtual CFO services cost less than a full-time chief financial officer’s salary, benefits, and overhead, while covering many of the same responsibilities. Exact cost depends on how much support your business needs.
Yes. We’re located just outside Chicago, with an office in Valparaiso, but our technology and communication tools let us work with clients virtually, no matter where the business is physically located.
Invoices can be paid securely online by card or ACH bank transfer. Choose the option that works best for you by going to our Pay Online page. If you have questions about a specific invoice, contact us at (219) 864-7000.
Looking for more information? Explore practical resources to help you make informed decisions beyond the services we offer.
Whether you’re looking for bookkeeping, tax planning, or a business advisor who explains the “why,” we’re ready to talk about what your business actually needs.