What we did
- 13-week cash flow forecast updated weekly
- Quarterly board pack and KPI scorecards
- Tax planning aligned with revenue milestones
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We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
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A six-partner consulting practice swapped ad-hoc bookkeeping for a Virtual CFO and bookkeeping setup, then grew revenue 38% over 18 months without adding anyone to the finance team.
+38%
Revenue growth
0 added
Finance headcount
Weekly
Forecasting cadence
"Having a CFO we could call on, without carrying one full time, changed how we make decisions."
, Founding Partner, NY Consulting Firm
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Schedule ConsultationA 14-person CPA firm took on a 40% jump in tax-season clients without hiring anyone. They handed 1040 prep and review-ready packets to a CPA-supervised offshore team and kept their own people on the review.
Read case studyA Shopify and Amazon retailer filing in three states pulled monthly close from day 18 down to day 10. The sales-tax reconciliations got cleaner, and the owners finally had a dashboard they could take to the board.
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