Virtual CFO Services
CFO-level financial leadership for your business, without the cost of a full-time executive hire.
What Is a Virtual CFO?
An outsourced chief financial officer, working part-time on a fixed fee. Statements, budgets, cash flow, plus the analysis behind your major decisions.
Most growing businesses need the expertise, not the headcount. GT's CPAs cover the role for business owners in Los Angeles and across the country.
Who Is It For?
Businesses that have outgrown basic bookkeeping. The owner needs margins by product line, cash runway, a clear number for what the company can afford before hiring, buying equipment, or expanding. It also covers established companies that lost a controller and need senior help now.
Our Virtual CFO Services Include:
- Financial statement preparation and analysis
- Cash flow analysis and forecasting
- Budgeting and financial projections
- Oversight of daily accounting functions and bookkeeping
- KPI and margin reporting for management decisions
- Guidance on major financial decisions: pricing, hiring, financing, expansion
How the engagement works
First we put your books on a reliable monthly close (see business accounting). Then reporting, plus a standing monthly or quarterly review where we walk through results, flag risks, plan the next period. Your CPA already knows the tax picture, because tax planning sits in the same relationship.
Get in Touch with Our Financial Advisor
Tell us where the business stands and what decisions are coming. We will propose an engagement sized to match. Or call 818-570-0071.