How Our Virtual CFO Advisors Deliver
Our advisors will sit down with you to understand your business. They will advise exactly what financial management and strategies will help you towards your next business goal. The daily work is customized to each business. The process is fluid based on the projects and priorities that come across your desk. Some of the areas where we frequently provide support are:
Cashflow Modelling
We will define the low points and opportunity areas to more effectively manage your cash as a business.
Monthly Reviews
Video calls with your advisor and specific recommendations based on your business performance and goals.
Grant Writing
Our team will write and submit grant requests for your organization. Additional service to keep apprised of other grant opportunities for your organization
Employee Retention Credit
We will submit or amend your business taxes to include ERC (if you qualify).
Profit Margin Maximization
Are you charging enough given your expenses? We will review your current pricing to determine if your products or services are priced appropriately to maximize profits.
Capital Fundraising
Assist in the fundraising process. We do this by collaborating on pitch deck preparation with the leadership team, and representing the financial expertise to investors and institutions.
Budget Planning
Will prepare a quarterly budget and measure performance against that budget to keep the business on track.
And More
Tailored support to address exactly what your business needs. Connect with an advisor today!