Outsourcing CFO services provides small business owners access to financial experts who can deliver and implement financial best practices at a fraction of the cost of hiring an in-house CFO or financial advisor. Receive top-tier financial, business, accounting, and operational guidance for your business so you can make informed decisions that will directly impact your bottomline.

Month-End Close

Are you a small business owner who is struggling to keep up with month-end close tasks and completing accurate financial statements? All Virtual CFO Services include comprehensive and accurate financial records as well as insight on areas to improve. A successful month-end closing process simplifies tax filings, reduces errors, and ensures you have an accurate financial picture of your company’s health. Our month-end services include a comprehensive financial wellness check that records all incoming cash, a complete audit of accounts payable records, account reconciliation, monthly fixed asset audits and inventories, financial documentation review to prevent and deter fraud, and perhaps most importantly, a detailed narrative of findings and recommendations that business owners can understand and take action on.

Financial Forecasting

As a small business owner, you understand the importance of managing and forecasting your cashflow. The trouble is, advanced financial forecasting is often cost prohibitive for small to medium sized businesses. Marek CPA virtual CFO services offer advanced forecasting at a reasonable, fixed monthly rate. We utilize proprietary algorithms to forecast specific financial metrics, customized for your business. We consider what may drive or hinder your growth, estimate expenses and calculate predicted revenues to provide you with an accurate, 12-month financial forecast.

Strategy Development

Without a sound financial business strategy, your company won’t be able to succeed. Our Virtual CFO Service clients have peace of mind knowing their strategy is rooted in sound fiscal systems and processes. We will partner with you to develop company and department-specific key performance indicators (KPIs), monitor department performance, and provide accurate resource planning.