Our services start with assessing where your business is at. From there, we use data to understand the bigger picture and design an accounting plan anchored around your business goals.
Introductory Call
We begin to understand the pain points and critical needs of your business to determine what industry-specific challenges you’re facing and where improvements can be made to your financial operations.
Discovery Session
Next, we conduct a hands-on assessment of your current accounting system, dive into your financial records, and look at how you’re using accounting technology.
Assessment
Once we have a clear plan in place, your iAccountant CFO will start to work on managing your f books and finances.
Strategy Implementation
Tested and Trusted. For Unparalleled Results.
Our Process
Have iAccountant On Your Side
Unlock Financial Success: Your Small Business's Trusted Virtual CFO Partner
In today's dynamic business landscape, small businesses need a financial edge to thrive. That's where our specialized Virtual CFO services come in. We understand the unique challenges faced by small enterprises and offer tailored solutions to drive your success.
By opting for a part-time Virtual CFO instead of a full-time one, you gain the expertise you need while reducing costs. Our services empower you to allocate resources efficiently, access strategic financial guidance, and make informed decisions. Say goodbye to the burdens of hiring a full-time CFO and hello to a dynamic partnership that's reliable, full of integrity, and brimming with confidence in your business's financial future.
We take the hassle out of bookkeeping with reliable tech and a dedicated bookkeeper. Start in minutes with a free consultation.
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CFO Advisory
Your needs are evolving as your business reaches new heights. Cashflows, key performance indicators, and financial growth strategy are necessities. Your dedicated CFO delivers the knowledge and tools to keep you at the forefront of your industry.
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Meet your CFO
Through forward thinking advisory and business coaching, we structure cash flow optimization, budgets, forecasts, and financial roadmaps.
Scale your business
How It Works
Fractional CFO and Virtual CFO Services
You’re a fast-growing business and need visibility into your future. We are the trusted resource of expert bookkeepers, accountants, and CFOs to navigate the complexities of your business.
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Financial Projections and Budgets
We help you build your business and prepare for the future with financial reports, forecasts, and budgets. We’ll assess your business and build custom financial strategies to improve profitability, minimize expenses, and strengthen your growth overall.
Some of the services our expert CFOs offer:
Revenue forecasting
Cash flow management
Employee expenses and headcount planning
Annual and monthly budgets
Build custom financial strategies
From Assessment To Planning
Move your company forward. Our CFO services set the bar for comprehensive financial management that monitors cash flow, addresses profit leaks, creates KPI dashboards, and instills fiscal discipline to promote business success.
Everything to do with monitoring your sales expenditures and everyday transactions. A good accounting system gives you the reports you need to manage your company, and you'll be tax-ready at the end of the year.
