Virtual CFO Services
As your virtual CFO,
we’ll partner with you or your industry experts,
accountants, and tax professionals. Together, we’ll work with you to guide your business to success.
What Is It About?
Together, we’ll work with you to guide your business to success.
A typical month will usually include an Invoicing Meeting in Week 1, a Forecasting Meeting in Week 2 (where we go over the YTD financials to budgets and KPIs), and Follow-Up Projects during Weeks 3 and 4.
If part of your virtual CFO pricing package includes us paying bills, we will also meet weekly for about 15-30 minutes to go over the cash flow for the next 2 to 6 weeks. This is usually conducted with an individual team member, rather than your entire director team.
Other than pre-scheduled meetings, my team and I are available anytime during the month for questions, calls and impromptu meetings.
We find that this virtual CFO schedule generally works best for most clients, but, of course, we always tailor everything to suit the specific needs of individual clients.
ANNA TSOY CONSULTING
"Smart Money CFO was our missing piece . A reliable virtual CFO with a simple, elegant system, at a consistent monthly price."
PATRICK DEER CEO, BUTTER BOX
"Smart Money CFO gives me the peace of mind that my business finances are being done right, so that I can focus on growing my business operations."