Virtual CFO

Sometimes you need more than a bookkeeper. Sometimes, you need an accountant.

Accountants are more than data entry experts. They help you understand your financial health, strategize for growth, and ensure compliance with laws and regulations. They are key advisors in financial decision-making, helping you to navigate the complexities of fiscal responsibilities with expertise and foresight.

Do I Need Virtual CFO?

You're keeping good accounting records. Why would you need a virtual CFO as well?

 

Virtual CFOs are great for business leaders who:

  1. are growing their business, but not yet to the point that they need a full-time CFO.
  2. are looking for expert financial guidence.
  3. are looking to new financial transactions such as raising capital (through equity or debt), mergers, acquisitions, or investing in financial instruments.

  4. need detailed financial planning to make better decisions on where to focus or grow their business.

  5. need to have someone create or review their budget to ensure proper cash-flow management and realistic expectations.

  6. need their business's internal controls either written or tested to ensure the business is protected and operating as intended.

Virtual CFO Services

FP&A

Developing planning forecast models, competitive benchmarking, risk assessment, and growth projections.

Budgeting & Forecasting

Creating detailed budgets and financial forecasts to guide business strategy.

Strategic Planning

Assisting in formulating strategic plans to drive business growth.

Internal Controls

Review and improve your system of internal controls ensuring security in your financial reporting and general operations.

Cash Flow Management

Ensuring that the business maintains healthy cash flow through effective management strategies.

M&A/Growth

Looking to grow through a capital raise, merger, or acquisition? Work through the intricacies of these transactions with your trusted partner.

Much, Much, More...

Using Adam James Financial as your virtual CFO will provide you with the skills you need with the flexability you need. We are happy to accomodate almost any request. Schedule a consultation to see how we can solve your challenges and help you succeed in your business.

Just need financial reporting? Remember our bookkeeping services.